Phoenix Wealth Advisors Ishares Core S&P U.S Growth Et Transaction History
Phoenix Wealth Advisors
- $164 Million
- Q1 2024
A detailed history of Phoenix Wealth Advisors transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Phoenix Wealth Advisors holds 51,858 shares of IUSG stock, worth $6.83 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
51,858
Previous 63,524
18.36%
Holding current value
$6.83 Million
Previous $6.61 Million
8.08%
% of portfolio
3.71%
Previous 4.61%
Shares
8 transactions
Others Institutions Holding IUSG
# of Institutions
668Shares Held
107MCall Options Held
3KPut Options Held
100-
Bank Of America Corp Charlotte, NC36.3MShares$4.79 Billion0.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.1MShares$1.85 Billion0.9% of portfolio
-
Morgan Stanley New York, NY11.5MShares$1.52 Billion0.11% of portfolio
-
Jones Financial Companies Lllp6.94MShares$915 Million1.11% of portfolio
-
Jpmorgan Chase & CO New York, NY2.15MShares$283 Million0.02% of portfolio