Falcon Wealth Planning Ishares Core S&P U.S Growth Et Transaction History

Falcon Wealth Planning

$889 Million
Q2 2025

A detailed history of Falcon Wealth Planning transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Falcon Wealth Planning holds 1,439 shares of IUSG stock, worth $225,232. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,439

Holding current value

$225,232

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$113.67 - $150.4 $163,571 - $216,425	1,439 New	1,439 $216,000

Others Institutions Holding IUSG

# of Institutions

859

Shares Held

121M

Call Options Held

300

Put Options Held

100

Bank Of America Corp Charlotte, NC

43.1M
Shares

$6.75 Billion
0.45% of portfolio
Morgan Stanley New York, NY

13.6M
Shares

$2.13 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$2.05 Billion
0.68% of portfolio
Jones Financial Companies Lllp

6.09M
Shares

$954 Million
0.7% of portfolio
Envestnet Asset Management Inc

2.05M
Shares

$321 Million
0.09% of portfolio

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Account

Falcon Wealth Planning Ishares Core S&P U.S Growth Et Transaction History