Shira Ridge Wealth Management Ishares Core Total Usd Bond Ma Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shira Ridge Wealth Management holds 74,055 shares of IUSB stock, worth $3.34 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
74,055
Previous 18,761
294.73%
Holding current value
$3.34 Million
Previous $848 Million
311.31%
% of portfolio
1.78%
Previous 0.47%
Shares
7 transactions
Others Institutions Holding IUSB
# of Institutions
708Shares Held
702MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc159MShares$7.17 Billion2.48% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.7 Billion0.06% of portfolio
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Jones Financial Companies Lllp53.9MShares$2.43 Billion2.61% of portfolio
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Wells Fargo & Company San Francisco, CA40MShares$1.81 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$1.77 Billion0.85% of portfolio