New Wave Wealth Advisors LLC Ishares Core S&P U.S Growth Et Transaction History

New Wave Wealth Advisors LLC

$223 Billion
Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 26,390 shares of IUSG stock, worth $3.4 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

26,390

Previous 30,428 13.27%

Holding current value

$3.4 Million

Previous $4.24 Billion 20.91%

% of portfolio

1.5%

Previous 1.74%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$126.86 - $146.45 $512,260 - $591,365	-4,038 Reduced 13.27%	26,390 $3.35 Billion
Q4 2024 Jan 23, 2025	BUY	$129.96 - $144.97 $136,717 - $152,508	1,052 Added 3.58%	30,428 $4.24 Billion
Q3 2024 Oct 23, 2024	SELL	$116.79 - $133.54 $41,694 - $47,673	-357 Reduced 1.2%	29,376 $3.87 Billion
Q2 2024 Aug 27, 2024	BUY	$109.98 - $128.59 $3.27 Million - $3.82 Million	29,733 New	29,733 $3.79 Billion

Others Institutions Holding IUSG

# of Institutions

825

Shares Held

118M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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New Wave Wealth Advisors LLC Ishares Core S&P U.S Growth Et Transaction History