Baron Silver Stevens Financial Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$87.77 - $97.64 $187,037 - $208,070	2,131 New	2,131 $208,000
Q3 2022 Nov 02, 2022	BUY	$80.18 - $99.02 $170,863 - $211,011	2,131 New	2,131 $16.7 Million
Q2 2022 Jul 26, 2022	SELL	$80.61 - $107.49 $171,779 - $229,061	-2,131 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$94.61 - $116.48 $201,613 - $248,218	2,131 New	2,131 $225,000

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

Bank Of America Corp Charlotte, NC

39.2M
Shares

$5.65 Billion
0.44% of portfolio
Lpl Financial LLC Fort Mill, SC

14.9M
Shares

$2.14 Billion
0.9% of portfolio
Morgan Stanley New York, NY

13.1M
Shares

$1.89 Billion
0.13% of portfolio
Jones Financial Companies Lllp

7.08M
Shares

$1.02 Billion
0.96% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$311 Million
0.09% of portfolio

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