Brio Consultants, LLC Ishares Core S&P U.S Growth Et Transaction History

Brio Consultants, LLC

  • $636 Million
  • Q4 2024

A detailed history of Brio Consultants, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Brio Consultants, LLC holds 93,291 shares of IUSG stock, worth $13.4 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
93,291
Previous 90,535 3.04%
Holding current value
$13.4 Million
Previous $11.9 Million 8.86%
% of portfolio
2.04%
Previous 1.91%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$129.96 - $144.97 $358,169 - $399,537
2,756 Added 3.04%
93,291 $13 Million
Q3 2024

Oct 18, 2024
BUY
$116.79 - $133.54 $731,338 - $836,227
6,262 Added 7.43%
90,535 $11.9 Million
Q2 2024

Aug 05, 2024
BUY
$109.98 - $128.59 $171,018 - $199,957
1,555 Added 1.88%
84,273 $10.7 Million
Q1 2024

Apr 29, 2024
SELL
$100.95 - $117.92 $375,534 - $438,662
-3,720 Reduced 4.3%
82,718 $9.7 Million
Q4 2023

Feb 02, 2024
BUY
$91.06 - $104.51 $1.05 Million - $1.2 Million
11,508 Added 15.36%
86,438 $9 Million
Q3 2023

Oct 27, 2023
BUY
$94.27 - $100.74 $651,688 - $696,415
6,913 Added 10.16%
74,930 $7.11 Million
Q2 2023

Aug 09, 2023
BUY
$87.77 - $97.64 $317,551 - $353,261
3,618 Added 5.62%
68,017 $6.64 Million
Q1 2023

May 04, 2023
SELL
$79.81 - $88.77 $261,856 - $291,254
-3,281 Reduced 4.85%
64,399 $5.72 Million
Q4 2022

Feb 07, 2023
BUY
$78.88 - $88.47 $1.07 Million - $1.2 Million
13,540 Added 25.01%
67,680 $5.52 Million
Q3 2022

Oct 25, 2022
BUY
$80.18 - $99.02 $4.1 Million - $5.07 Million
51,182 Added 1730.29%
54,140 $4.55 Million
Q2 2022

Jul 14, 2022
BUY
$80.61 - $107.49 $238,444 - $317,955
2,958 New
2,958 $251,000

Others Institutions Holding IUSG

# of Institutions
777
Shares Held
117M
Call Options Held
2.7K
Put Options Held
300
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Brio Consultants, LLC Portfolio

Follow Brio Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brio Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brio Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email