Org Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Org Wealth Partners, LLC holds 37,314 shares of IUSB stock, worth $1.74 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
37,314
Previous 43,294
13.81%
Holding current value
$1.74 Million
Previous $2 Million
12.94%
% of portfolio
0.65%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall 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