Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P U.S Growth Et Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 284 shares of IUSG stock, worth $47,629. This represents 0.03% of its overall portfolio holdings.
Number of Shares
284
Previous 290
2.07%
Holding current value
$47,629
Previous $36.9 Million
15.9%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
892Shares Held
122MCall Options Held
9.8KPut Options Held
100-
Bank Of America Corp Charlotte, NC43.5MShares$7.29 Billion0.49% of portfolio
-
Morgan Stanley New York, NY14MShares$2.36 Billion0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$2.29 Billion0.72% of portfolio
-
Jones Financial Companies Lllp5.23MShares$878 Million0.59% of portfolio
-
Envestnet Asset Management Inc2.25MShares$378 Million0.11% of portfolio