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

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

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 3,110 shares of IUSG stock, worth $425,883. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,110

Previous 3,110 -0.0%

Holding current value

$425,883

Previous $396,000 3.54%

% of portfolio

0.2%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

739

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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