One Ascent Family Office, LLC Ishares Core S&P U.S Growth Et Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, One Ascent Family Office, LLC holds 4,707 shares of IUSG stock, worth $776,655. This represents 0.79% of its overall portfolio holdings.
Number of Shares
4,707
Previous 4,707
-0.0%
Holding current value
$776,655
Previous $708,000
9.32%
% of portfolio
0.79%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding IUSG
# of Institutions
904Shares Held
121MCall Options Held
3.8KPut Options Held
3.6K-
Bank Of America Corp Charlotte, NC41.7MShares$6.87 Billion0.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC14MShares$2.32 Billion0.72% of portfolio
-
Morgan Stanley New York, NY14MShares$2.31 Billion0.15% of portfolio
-
Jones Financial Companies Lllp5.23MShares$863 Million0.59% of portfolio
-
Envestnet Asset Management Inc2.25MShares$371 Million0.11% of portfolio