Erts Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Erts Wealth Advisors, LLC
- $514 Million
- Q1 2025
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 123,329 shares of IUSG stock, worth $14.9 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
123,329
Previous 90,848
35.75%
Holding current value
$14.9 Million
Previous $12.7 Million
23.8%
% of portfolio
3.05%
Previous 2.39%
Shares
27 transactions
Others Institutions Holding IUSG
# of Institutions
825Shares Held
118MCall Options Held
2.7KPut Options Held
100-
Bank Of America Corp Charlotte, NC39.5MShares$4.78 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$1.85 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.58 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$762 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.03MShares$246 Million0.09% of portfolio