Forte Asset Management LLC Ishares Core Total Usd Bond Ma Transaction History
Forte Asset Management LLC
- $192 Million
- Q2 2025
A detailed history of Forte Asset Management LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Forte Asset Management LLC holds 58,897 shares of IUSB stock, worth $2.72 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
58,897
Previous 65,497
10.08%
Holding current value
$2.72 Million
Previous $3.02 Million
9.81%
% of portfolio
1.42%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
820Shares Held
693MCall Options Held
100Put Options Held
400-
Envestnet Asset Management Inc135MShares$6.25 Billion1.92% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.88 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.77 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.22 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.96 Billion0.45% of portfolio