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

Ica Group Wealth Management, LLC

$493 Million
Q1 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 18,214 shares of IUSG stock, worth $2.38 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

18,214

Previous 19,641 7.27%

Holding current value

$2.38 Million

Previous $2.04 Million 4.4%

% of portfolio

0.43%

Previous 0.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$100.95 - $117.92 $144,055 - $168,271	-1,427 Reduced 7.27%	18,214 $2.13 Million
Q4 2023 Mar 07, 2024	BUY	$91.06 - $104.51 $33,510 - $38,459	368 Added 1.91%	19,641 $2.04 Million
Q3 2023 Nov 13, 2023	SELL	$94.27 - $100.74 $175,436 - $187,477	-1,861 Reduced 8.81%	19,273 $1.83 Million
Q2 2023 Aug 11, 2023	BUY	$87.77 - $97.64 $886,125 - $985,773	10,096 Added 91.47%	21,134 $2.06 Million
Q1 2023 May 12, 2023	SELL	$79.81 - $88.77 $1.1 Million - $1.22 Million	-13,732 Reduced 55.44%	11,038 $979,000

Q4 2022 Feb 14, 2023	SELL	$79.64 - $88.47 $524,429 - $582,574	-6,585 Reduced 21.0%	24,770 $2.02 Million
Q3 2022 Nov 10, 2022	SELL	$82.84 - $99.02 $140,413 - $167,838	-1,695 Reduced 5.13%	31,355 $2.51 Million
Q2 2022 Oct 03, 2022	SELL	$80.61 - $107.49 $160,333 - $213,797	-1,989 Reduced 5.68%	33,050 $3.19 Million
Q1 2022 Oct 03, 2022	BUY	$94.61 - $116.48 $3.32 Million - $4.08 Million	35,039 New	35,039 $3.2 Million

Others Institutions Holding IUSG

# of Institutions

667

Shares Held

107M

Call Options Held

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Account

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