Erts Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Erts Wealth Advisors, LLC
- $529 Million
- Q4 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 90,848 shares of IUSG stock, worth $12.6 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
90,848
Previous 94,363
3.72%
Holding current value
$12.6 Million
Previous $12.4 Million
1.7%
% of portfolio
2.39%
Previous 2.33%
Shares
26 transactions
Others Institutions Holding IUSG
# of Institutions
819Shares Held
117MCall Options Held
2.7KPut Options Held
100-
Bank Of America Corp Charlotte, NC39.5MShares$5.47 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$2.12 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$872 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.03MShares$282 Million0.09% of portfolio