Balboa Wealth Partners Ishares Core S&P U.S Growth Et Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Balboa Wealth Partners holds 1,319 shares of IUSG stock, worth $217,635. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,319

Holding current value

$217,635

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$148.97 - $165.88 $196,491 - $218,795	1,319 New	1,319 $217,000

Others Institutions Holding IUSG

# of Institutions

906

Shares Held

122M

Call Options Held

9.8K

Put Options Held

3.6K

Bank Of America Corp Charlotte, NC

41.7M
Shares

$6.87 Billion
0.48% of portfolio
Lpl Financial LLC Fort Mill, SC

14M
Shares

$2.32 Billion
0.72% of portfolio
Morgan Stanley New York, NY

14M
Shares

$2.31 Billion
0.15% of portfolio
Jones Financial Companies Lllp

5.23M
Shares

$863 Million
0.59% of portfolio
Envestnet Asset Management Inc

2.25M
Shares

$371 Million
0.11% of portfolio

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

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Balboa Wealth Partners Ishares Core S&P U.S Growth Et Transaction History