Org Wealth Partners, LLC Ishares Core Total Usd Bond Ma Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 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 37,561 shares of IUSB stock, worth $1.72 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
37,561
Previous 71,579
47.53%
Holding current value
$1.72 Million
Previous $3.24 Million
46.52%
% of portfolio
0.78%
Previous 2.33%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
810Shares Held
703MCall Options Held
100Put Options Held
401-
Envestnet Asset Management Inc142MShares$6.5 Billion2.19% of portfolio
-
Jones Financial Companies Lllp62.4MShares$2.85 Billion2.59% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.74 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC48MShares$2.2 Billion0.9% of portfolio
-
Wells Fargo & Company San Francisco, CA42.3MShares$1.93 Billion0.45% of portfolio