Summit Financial Strategies, Inc. Ishares Core S&P U.S Growth Et Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,320 shares of IUSG stock, worth $215,450. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,320Holding current value
$215,450% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IUSG
# of Institutions
885Shares Held
122MCall Options Held
9.8KPut Options Held
100-
Bank Of America Corp Charlotte, NC43.5MShares$7.09 Billion0.49% of portfolio
-
Morgan Stanley New York, NY14MShares$2.29 Billion0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.6MShares$2.23 Billion0.72% of portfolio
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Jones Financial Companies Lllp6.17MShares$1.01 Billion0.71% of portfolio
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Envestnet Asset Management Inc2.05MShares$335 Million0.09% of portfolio