Rooted Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 21,299 shares of IUSG stock, worth $2.92 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
21,299
Previous 67,390
68.39%
Holding current value
$2.92 Million
Previous $8.61 Million
67.77%
% of portfolio
1.24%
Previous 3.8%
Shares
7 transactions
Others Institutions Holding IUSG
# of Institutions
739Shares Held
115MCall Options Held
6.3KPut Options Held
3.3K-
Bank Of America Corp Charlotte, NC39.2MShares$5.37 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$2.04 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.08MShares$970 Million0.96% of portfolio
-
Envestnet Asset Management Inc2.16MShares$296 Million0.09% of portfolio