Oregon Pacific Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 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 12,975 shares of IUSB stock, worth $604,505. This represents 0.52% of its overall portfolio holdings.
Number of Shares
12,975
Previous 10,348
25.39%
Holding current value
$604,505
Previous $478 Million
26.69%
% of portfolio
0.52%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio