Roger Wittlin Investment Advisory, LLC Ishares Core Total Usd Bond Ma Transaction History
Roger Wittlin Investment Advisory, LLC
- $178 Million
- Q3 2025
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 12,276 shares of IUSB stock, worth $571,938. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,276
Previous 8,811
39.33%
Holding current value
$571,938
Previous $407,000
40.79%
% of portfolio
0.32%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
846Shares 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