Heron Financial Group, LLC Ishares Core S&P U.S Growth Et Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Heron Financial Group, LLC holds 5,657 shares of IUSG stock, worth $776,027. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,657
Previous 5,659
0.04%
Holding current value
$776,027
Previous $502,000
9.96%
% of portfolio
0.3%
Previous 0.28%
Shares
15 transactions
Others Institutions Holding IUSG
# of Institutions
739Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.38 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.04 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$971 Million0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$296 Million0.09% of portfolio