A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 27,947 shares of IUSG stock, worth $4.03 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
27,947
Previous 25,248 10.69%
Holding current value
$4.03 Million
Previous $3.22 Million 14.54%
% of portfolio
2.69%
Previous 2.58%

Shares

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

Nov 06, 2024

BUY
$116.79 - $133.54 $315,216 - $360,424
2,699 Added 10.69%
27,947 $3.69 Million
Q2 2024

Aug 01, 2024

BUY
$109.98 - $128.59 $357,764 - $418,303
3,253 Added 14.79%
25,248 $3.22 Million
Q1 2024

May 08, 2024

BUY
$100.95 - $117.92 $1.3 Million - $1.52 Million
12,877 Added 141.23%
21,995 $2.58 Million
Q4 2023

Feb 07, 2024

BUY
$91.06 - $104.51 $28,137 - $32,293
309 Added 3.51%
9,118 $949,000
Q3 2023

Oct 30, 2023

BUY
$94.27 - $100.74 $49,491 - $52,888
525 Added 6.34%
8,809 $835,000
Q2 2023

Aug 10, 2023

BUY
$87.77 - $97.64 $90,403 - $100,569
1,030 Added 14.2%
8,284 $808,000
Q1 2023

May 10, 2023

BUY
$79.81 - $88.77 $110,457 - $122,857
1,384 Added 23.58%
7,254 $643,000
Q4 2022

Feb 13, 2023

BUY
$78.88 - $88.47 $124,788 - $139,959
1,582 Added 36.89%
5,870 $478,000
Q3 2022

Nov 10, 2022

BUY
$80.18 - $99.02 $60,696 - $74,958
757 Added 21.44%
4,288 $344,000
Q2 2022

Aug 15, 2022

BUY
$80.61 - $107.49 $5,078 - $6,771
63 Added 1.82%
3,531 $296,000
Q1 2022

May 04, 2022

BUY
$94.61 - $116.48 $52,224 - $64,296
552 Added 18.93%
3,468 $366,000
Q4 2021

Feb 11, 2022

BUY
$101.4 - $117.16 $295,682 - $341,638
2,916 New
2,916 $337,000

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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