Birchcreek Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History
Birchcreek Wealth Management, LLC
- $152 Million
- Q3 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 104,138 shares of IUSG stock, worth $14.5 Million. This represents 9.01% of its overall portfolio holdings.
Number of Shares
104,138
Previous 104,301
0.16%
Holding current value
$14.5 Million
Previous $13.3 Million
3.31%
% of portfolio
9.01%
Previous 7.65%
Shares
16 transactions
Others Institutions Holding IUSG
# of Institutions
726Shares Held
113MCall Options Held
3.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC38MShares$5.28 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.06 Billion0.9% of portfolio
-
Morgan Stanley New York, NY12.9MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.85MShares$950 Million1.01% of portfolio
-
Envestnet Asset Management Inc2.16MShares$300 Million0.09% of portfolio