Forte Asset Management LLC Ishares Core S&P U.S Growth Et Transaction History

Forte Asset Management LLC

$192 Million
Q2 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Forte Asset Management LLC holds 4,949 shares of IUSG stock, worth $823,068. This represents 0.39% of its overall portfolio holdings.

Number of Shares

4,949

Previous 4,949 -0.0%

Holding current value

$823,068

Previous $628,000 18.47%

% of portfolio

0.39%

Previous 0.32%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	SELL	$129.96 - $144.97 $5,848 - $6,523	-45 Reduced 0.9%	4,949 $689,000
Q2 2022 Jul 22, 2022	BUY	$80.61 - $107.49 $402,566 - $536,805	4,994 New	4,994 $418,000

Others Institutions Holding IUSG

# of Institutions

871

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

Ticker IUSG
Sector ETFs
Industry ETFs

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Forte Asset Management LLC Ishares Core S&P U.S Growth Et Transaction History