Rooted Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 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 22,350 shares of IUSG stock, worth $3.21 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
22,350
Previous 21,394
4.47%
Holding current value
$3.21 Million
Previous $3.01 Million
5.56%
% of portfolio
1.19%
Previous 1.18%
Shares
9 transactions
Others Institutions Holding IUSG
# of Institutions
822Shares Held
120MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.2 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$1.95 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$1.88 Billion0.68% of portfolio
-
Jones Financial Companies Lllp6.09MShares$876 Million0.7% of portfolio
-
Envestnet Asset Management Inc2.02MShares$290 Million0.09% of portfolio