Philip James Wealth Mangement, LLC Ishares Core S&P U.S Growth Et Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 3,072 shares of IUSG stock, worth $382,248. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,088
0.52%
Holding current value
$382,248
Previous $362 Million
8.18%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding IUSG
# of Institutions
678Shares Held
107MCall Options Held
3KPut Options Held
100-
Bank Of America Corp Charlotte, NC36.3MShares$4.52 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.1MShares$1.75 Billion0.9% of portfolio
-
Morgan Stanley New York, NY11.5MShares$1.43 Billion0.11% of portfolio
-
Jones Financial Companies Lllp6.94MShares$864 Million1.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.15MShares$268 Million0.02% of portfolio