Whipplewood Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Whipplewood Advisors, LLC

$169 Billion
Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 51 shares of IUSG stock, worth $6,478. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,478

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$126.86 - $146.45 $6,469 - $7,468	51 New	51 $9.4 Million

Others Institutions Holding IUSG

# of Institutions

824

Shares Held

118M

Call Options Held

2.7K

Put Options Held

100

Bank Of America Corp Charlotte, NC

39.5M
Shares

$5.02 Billion
0.47% of portfolio
Lpl Financial LLC Fort Mill, SC

15.3M
Shares

$1.94 Billion
0.9% of portfolio
Morgan Stanley New York, NY

13M
Shares

$1.65 Billion
0.13% of portfolio
Jones Financial Companies Lllp

6.29M
Shares

$799 Million
0.84% of portfolio
Envestnet Asset Management Inc

2.03M
Shares

$258 Million
0.09% of portfolio

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Whipplewood Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History