Philip James Wealth Mangement, LLC Ishares Core S&P U.S Growth Et Transaction History

Philip James Wealth Mangement, LLC

$784 Billion
Q2 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 1,813 shares of IUSG stock, worth $295,917. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,813

Previous 1,811 0.11%

Holding current value

$295,917

Previous $230 Million 18.43%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$113.67 - $150.4 $227 - $300	2 Added 0.11%	1,813 $273 Million
Q1 2025 Apr 24, 2025	SELL	$126.86 - $146.45 $106,308 - $122,725	-838 Reduced 31.63%	1,811 $230 Million
Q4 2024 Jan 31, 2025	SELL	$129.96 - $144.97 $50,554 - $56,393	-389 Reduced 12.8%	2,649 $369 Million
Q3 2024 Oct 31, 2024	SELL	$116.79 - $133.54 $3,970 - $4,540	-34 Reduced 1.11%	3,038 $401 Million
Q2 2024 Jul 23, 2024	SELL	$109.98 - $128.59 $1,759 - $2,057	-16 Reduced 0.52%	3,072 $392 Million
Q1 2024 Apr 29, 2024	SELL	$100.95 - $117.92 $34,827 - $40,682	-345 Reduced 10.05%	3,088 $362 Million
Q4 2023 Jan 29, 2024	BUY	$91.06 - $104.51 $312,608 - $358,782	3,433 New	3,433 $357 Million

Others Institutions Holding IUSG

# of Institutions

879

Shares Held

123M

Call Options Held

9.8K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

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Philip James Wealth Mangement, LLC Ishares Core S&P U.S Growth Et Transaction History