Grey Fox Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 7,573 shares of IUSG stock, worth $970,101. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,573

Previous 7,621 0.63%

Holding current value

$970,101

Previous $1.01 Billion 4.98%

% of portfolio

0.29%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$129.96 - $144.97 $6,238 - $6,958	-48 Reduced 0.63%	7,573 $1.06 Billion
Q3 2024 Oct 22, 2024	SELL	$116.79 - $133.54 $149,491 - $170,931	-1,280 Reduced 14.38%	7,621 $1.01 Billion
Q2 2024 Jul 30, 2024	SELL	$109.98 - $128.59 $549 - $642	-5 Reduced 0.06%	8,901 $1.13 Billion
Q1 2024 Apr 11, 2024	SELL	$100.95 - $117.92 $21,300 - $24,881	-211 Reduced 2.31%	8,906 $1.04 Billion
Q4 2023 Jan 17, 2024	SELL	$91.06 - $104.51 $101,622 - $116,633	-1,116 Reduced 10.91%	9,117 $949 Million
Q3 2023 Oct 24, 2023	BUY	$94.27 - $100.74 $86,351 - $92,277	916 Added 9.83%	10,233 $974 Million
Q2 2023 Aug 03, 2023	SELL	$87.77 - $97.64 $11,059 - $12,302	-126 Reduced 1.33%	9,317 $910 Million
Q1 2023 May 09, 2023	SELL	$79.81 - $88.77 $110,696 - $123,123	-1,387 Reduced 12.81%	9,443 $838 Million
Q4 2022 Feb 14, 2023	BUY	$78.88 - $88.47 $854,270 - $958,130	10,830 New	10,830 $883 Million

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Industry ETFs

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Grey Fox Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History