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

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 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 $231,139. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,785
Holding current value
$231,139
% of portfolio
0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$79.64 - $88.47 $144,626 - $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
666
Shares Held
107M
Call Options Held
3K
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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