Oregon Pacific Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 10,348 shares of IUSB stock, worth $482,734. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,348
Previous 8,390
23.34%
Holding current value
$482,734
Previous $387 Million
23.74%
% of portfolio
0.45%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
819Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.3 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.12 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.2 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2.02 Billion0.43% of portfolio