Shira Ridge Wealth Management Ishares Core Total Usd Bond Ma Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
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 85,345 shares of IUSB stock, worth $3.98 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
85,345
Previous 90,437
5.63%
Holding current value
$3.98 Million
Previous $4.18 Billion
4.65%
% of portfolio
1.69%
Previous 1.91%
Shares
11 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
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Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
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Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio