Jamison Private Wealth Management, Inc. Ishares Core S&P U.S Growth Et Transaction History

Jamison Private Wealth Management, Inc.

$677 Billion
Q4 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 17,479 shares of IUSG stock, worth $2.55 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

17,479

Previous 17,186 1.7%

Holding current value

$2.55 Million

Previous $2.27 Billion 7.44%

% of portfolio

0.36%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$129.96 - $144.97 $38,078 - $42,476	293 Added 1.7%	17,479 $2.44 Billion
Q3 2024 Oct 15, 2024	BUY	$116.79 - $133.54 $73,694 - $84,263	631 Added 3.81%	17,186 $2.27 Billion
Q2 2024 Jul 11, 2024	SELL	$109.98 - $128.59 $28,814 - $33,690	-262 Reduced 1.56%	16,555 $2.11 Billion
Q1 2024 Apr 26, 2024	BUY	$100.95 - $117.92 $23,117 - $27,003	229 Added 1.38%	16,817 $1.97 Billion
Q4 2023 Jan 17, 2024	SELL	$91.06 - $104.51 $15,115 - $17,348	-166 Reduced 0.99%	16,588 $1.73 Billion
Q3 2023 Jan 05, 2024	BUY	$94.27 - $100.74 $1.58 Million - $1.69 Million	16,754 New	16,754 $1.59 Billion

Others Institutions Holding IUSG

# of Institutions

815

Shares Held

117M

Call Options Held

2.7K

Put Options Held

300

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Jamison Private Wealth Management, Inc. Ishares Core S&P U.S Growth Et Transaction History