Rooted Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
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 28,919 shares of IUSG stock, worth $4.77 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
28,919
Previous 22,350
29.39%
Holding current value
$4.77 Million
Previous $2.84 Million
53.24%
% of portfolio
1.58%
Previous 1.19%
Shares
10 transactions
Others Institutions Holding IUSG
# of Institutions
871Shares Held
123MCall Options Held
9.8KPut Options Held
100-
Bank Of America Corp Charlotte, NC43.5MShares$7.18 Billion0.49% of portfolio
-
Morgan Stanley New York, NY14MShares$2.32 Billion0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$2.25 Billion0.72% of portfolio
-
Jones Financial Companies Lllp6.17MShares$1.02 Billion0.71% of portfolio
-
Envestnet Asset Management Inc2.05MShares$338 Million0.09% of portfolio