Phoenix Wealth Advisors Ishares Core S&P U.S Growth Et Transaction History
Phoenix Wealth Advisors
- $235 Million
- Q2 2025
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 46,777 shares of IUSG stock, worth $7.32 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
46,777
Previous 56,438
17.12%
Holding current value
$7.32 Million
Previous $7.17 Million
1.91%
% of portfolio
2.99%
Previous 3.15%
Shares
13 transactions
Others Institutions Holding IUSG
# of Institutions
868Shares Held
123MCall Options Held
9.8KPut Options Held
100-
Bank Of America Corp Charlotte, NC43.5MShares$6.8 Billion0.49% of portfolio
-
Morgan Stanley New York, NY14MShares$2.2 Billion0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$2.14 Billion0.72% of portfolio
-
Jones Financial Companies Lllp6.17MShares$965 Million0.71% of portfolio
-
Envestnet Asset Management Inc2.05MShares$321 Million0.09% of portfolio