Heritage Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,785 shares of IUSG stock, worth $256,218. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,785

Previous 1,785 -0.0%

Holding current value

$256,218

Previous $209,000 8.61%

% of portfolio

0.13%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$100.95 - $117.92 $180,195 - $210,487	1,785 New	1,785 $209,000
Q4 2022 Feb 13, 2023	BUY	$78.88 - $88.47 $143,246 - $160,661	1,816 Added 95.18%	3,724 $303,000
Q2 2022 Aug 15, 2022	SELL	$80.61 - $107.49 $4,755 - $6,341	-59 Reduced 3.0%	1,908 $159,000
Q1 2022 Aug 15, 2022	BUY	$94.61 - $116.48 $756 - $931	8 Added 0.41%	1,967 $208,000
Q3 2021 Nov 10, 2021	SELL	$101.41 - $109.45 $66,829 - $72,127	-659 Reduced 25.17%	1,959 $201,000
Q2 2021 Aug 11, 2021	SELL	$91.91 - $101.16 $7,077 - $7,789	-77 Reduced 2.86%	2,618 $264,000
Q1 2021 Jul 16, 2021	BUY	$85.7 - $93.77 $230,961 - $252,710	2,695 New	2,695 $245,000

Others Institutions Holding IUSG

# of Institutions

780

Shares Held

116M

Call Options Held

2.7K

Put Options Held

300

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Heritage Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History