Family Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 19,710 shares of IUSB stock, worth $905,674. This represents 1.0% of its overall portfolio holdings.
Number of Shares
19,710
Previous 15,655
25.9%
Holding current value
$905,674
Previous $707,000
31.26%
% of portfolio
1.0%
Previous 0.77%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio