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 $6,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,613

% 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

820

Shares Held

120M

Call Options Held

300

Put Options Held

100

Bank Of America Corp Charlotte, NC

43.1M
Shares

$5.59 Billion
0.45% of portfolio
Morgan Stanley New York, NY

13.6M
Shares

$1.76 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$1.7 Billion
0.68% of portfolio
Jones Financial Companies Lllp

6.29M
Shares

$816 Million
0.84% of portfolio
Envestnet Asset Management Inc

2.02M
Shares

$262 Million
0.09% of portfolio

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

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