Kfa Private Wealth Group, LLC Ishares Core S&P U.S Growth Et Transaction History

Kfa Private Wealth Group, LLC

$286 Million
Q1 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 2,377 shares of IUSG stock, worth $336,892. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,377

Previous 2,376 0.04%

Holding current value

$336,892

Previous $331,000 8.76%

% of portfolio

0.11%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$126.86 - $146.45 $126 - $146	1 Added 0.04%	2,377 $302,000
Q4 2024 Jan 22, 2025	SELL	$129.96 - $144.97 $95,390 - $106,407	-734 Reduced 23.6%	2,376 $331,000
Q2 2024 Aug 07, 2024	BUY	$109.98 - $128.59 $109 - $128	1 Added 0.03%	3,110 $396,000
Q4 2023 Feb 02, 2024	BUY	$91.06 - $104.51 $273 - $313	3 Added 0.1%	3,109 $323,000
Q3 2023 Oct 25, 2023	BUY	$94.27 - $100.74 $26,866 - $28,710	285 Added 10.1%	3,106 $294,000
Q1 2023 May 05, 2023	BUY	$79.81 - $88.77 $225,144 - $250,420	2,821 New	2,821 $250,000
Q2 2022 Jul 18, 2022	SELL	$80.61 - $107.49 $16,525 - $22,035	-205 Reduced 6.77%	2,821 $236,000
Q3 2020 Nov 04, 2020	SELL	$72.62 - $86.26 $5,954 - $7,073	-82 Reduced 2.64%	3,026 $242,000
Q2 2020 Jul 28, 2020	BUY	$54.68 - $72.85 $169,945 - $226,417	3,108 New	3,108 $223,000
Q1 2020 Apr 23, 2020	SELL	$49.63 - $73.36 $152,612 - $225,582	-3,075 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$61.11 - $67.92 $187,913 - $208,854	3,075 New	3,075 $208,000

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

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 Kfa Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Account

Kfa Private Wealth Group, LLC Ishares Core S&P U.S Growth Et Transaction History