A detailed history of Colonial River Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 1,955 shares of IUSG stock, worth $271,334. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,955
Previous 1,703 14.8%
Holding current value
$271,334
Previous $217,000 18.43%
% of portfolio
0.13%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$116.79 - $133.54 $29,431 - $33,652
252 Added 14.8%
1,955 $257,000
Q2 2024

Jul 19, 2024

SELL
$109.98 - $128.59 $5,499 - $6,429
-50 Reduced 2.85%
1,703 $217,000
Q1 2024

May 10, 2024

BUY
$100.95 - $117.92 $176,965 - $206,713
1,753 New
1,753 $205,000
Q2 2023

Aug 08, 2023

SELL
$87.77 - $97.64 $80,134 - $89,145
-913 Reduced 23.46%
2,978 $290,000
Q1 2023

May 04, 2023

SELL
$79.81 - $88.77 $22,027 - $24,500
-276 Reduced 6.62%
3,891 $345,000
Q4 2022

Feb 10, 2023

BUY
$78.88 - $88.47 $3,628 - $4,069
46 Added 1.12%
4,167 $339,000
Q3 2022

Nov 14, 2022

SELL
$80.18 - $99.02 $137,428 - $169,720
-1,714 Reduced 29.37%
4,121 $330,000
Q2 2022

Aug 15, 2022

SELL
$80.61 - $107.49 $27,326 - $36,439
-339 Reduced 5.49%
5,835 $488,000
Q1 2022

Apr 15, 2022

SELL
$94.61 - $116.48 $5,203 - $6,406
-55 Reduced 0.88%
6,174 $652,000
Q4 2021

Feb 15, 2022

BUY
$101.4 - $117.16 $631,620 - $729,789
6,229 New
6,229 $720,000
Q3 2021

Oct 25, 2021

SELL
$101.41 - $109.45 $659,976 - $712,300
-6,508 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$91.91 - $101.16 $12,959 - $14,263
-141 Reduced 2.12%
6,508 $657,000
Q1 2021

May 17, 2021

SELL
$85.7 - $93.77 $105,582 - $115,524
-1,232 Reduced 15.63%
6,649 $604,000
Q4 2020

Feb 19, 2021

BUY
$77.7 - $88.69 $612,353 - $698,965
7,881 New
7,881 $733,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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