West Wealth Group, LLC Ishares Core Total Usd Bond Ma Transaction History
West Wealth Group, LLC
- $367 Million
- Q2 2025
A detailed history of West Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, West Wealth Group, LLC holds 369,139 shares of IUSB stock, worth $17.2 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
369,139
Previous 365,568
0.98%
Holding current value
$17.2 Million
Previous $16.8 Million
1.31%
% of portfolio
4.65%
Previous 5.16%
Shares
15 transactions
Others Institutions Holding IUSB
# of Institutions
819Shares Held
699MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc135MShares$6.3 Billion1.92% of portfolio
-
Jones Financial Companies Lllp66.8MShares$3.12 Billion2.35% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2MShares$2.2 Billion0.77% of portfolio
-
Wells Fargo & Company San Francisco, CA43.3MShares$2.02 Billion0.43% of portfolio