New Wave Wealth Advisors LLC Ishares Core S&P U.S Growth Et Transaction History
New Wave Wealth Advisors LLC
- $235 Billion
- Q2 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 26,995 shares of IUSG stock, worth $4.2 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
26,995
Previous 26,390
2.29%
Holding current value
$4.2 Million
Previous $3.35 Billion
21.06%
% of portfolio
1.73%
Previous 1.5%
Shares
5 transactions
Others Institutions Holding IUSG
# of Institutions
841Shares Held
120MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.71 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$2.11 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$2.04 Billion0.68% of portfolio
-
Jones Financial Companies Lllp6.09MShares$948 Million0.7% of portfolio
-
Envestnet Asset Management Inc2.02MShares$314 Million0.09% of portfolio