Rooted Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 21,394 shares of IUSG stock, worth $3.08 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
21,394
Previous 21,299
0.45%
Holding current value
$3.08 Million
Previous $2.78 Million
8.25%
% of portfolio
1.18%
Previous 1.24%
Shares
8 transactions
Others Institutions Holding IUSG
# of Institutions
796Shares Held
117MCall Options Held
2.7KPut Options Held
300-
Bank Of America Corp Charlotte, NC39.2MShares$5.65 Billion0.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$2.2 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13.1MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$906 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.16MShares$311 Million0.09% of portfolio