A detailed history of Heron Financial Group, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Heron Financial Group, LLC holds 5,657 shares of IUSG stock, worth $776,027. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,657
Previous 5,659 0.04%
Holding current value
$776,027
Previous $502,000 9.96%
% of portfolio
0.3%
Previous 0.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$87.77 - $97.64 $175 - $195
-2 Reduced 0.04%
5,657 $552,000
Q1 2023

Apr 19, 2023

SELL
$79.81 - $88.77 $18,116 - $20,150
-227 Reduced 3.86%
5,659 $502,000
Q4 2022

Feb 14, 2023

SELL
$78.88 - $88.47 $27,923 - $31,318
-354 Reduced 5.67%
5,886 $479,000
Q3 2022

Oct 27, 2022

SELL
$80.18 - $99.02 $240 - $297
-3 Reduced 0.05%
6,240 $500,000
Q2 2022

Jul 29, 2022

BUY
$80.61 - $107.49 $241 - $322
3 Added 0.05%
6,243 $523,000
Q1 2022

May 12, 2022

SELL
$94.61 - $116.48 $1,892 - $2,329
-20 Reduced 0.32%
6,240 $659,000
Q4 2021

Feb 04, 2022

SELL
$101.4 - $117.16 $202 - $234
-2 Reduced 0.03%
6,260 $667,000
Q3 2021

Nov 04, 2021

SELL
$101.41 - $109.45 $18,760 - $20,248
-185 Reduced 2.87%
6,262 $641,000
Q2 2021

Aug 16, 2021

BUY
$91.91 - $101.16 $16,084 - $17,703
175 Added 2.79%
6,447 $651,000
Q1 2021

Apr 14, 2021

BUY
$85.7 - $93.77 $11,826 - $12,940
138 Added 2.25%
6,272 $578,000
Q4 2020

Feb 16, 2021

SELL
$77.7 - $88.69 $20,512 - $23,414
-264 Reduced 4.13%
6,134 $548,000
Q3 2020

Oct 15, 2020

SELL
$72.62 - $86.26 $9,440 - $11,213
-130 Reduced 1.99%
6,398 $518,000
Q2 2020

Jul 20, 2020

BUY
$54.68 - $72.85 $4,702 - $6,265
86 Added 1.33%
6,528 $490,000
Q1 2020

Apr 23, 2020

BUY
$49.63 - $73.36 $198 - $293
4 Added 0.06%
6,442 $407,000
Q4 2019

Feb 14, 2020

BUY
$61.11 - $67.92 $393,426 - $437,268
6,438 New
6,438 $465,000

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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