One Charles Private Wealth Services, LLC Ishares Core S&P U.S Growth Et Transaction History

One Charles Private Wealth Services, LLC

$342 Million
Q3 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 5,885 shares of IUSG stock, worth $971,025. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,885

Previous 5,885 -0.0%

Holding current value

$971,025

Previous $885,000 9.38%

% of portfolio

0.28%

Previous 0.27%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	SELL	$129.96 - $144.97 $11,046 - $12,322	-85 Reduced 1.42%	5,885 $820,000
Q4 2023 Feb 06, 2024	BUY	$91.06 - $104.51 $543,628 - $623,924	5,970 New	5,970 $621,000

Others Institutions Holding IUSG

# of Institutions

905

Shares Held

121M

Call Options Held

3.8K

Put Options Held

3.6K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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One Charles Private Wealth Services, LLC Ishares Core S&P U.S Growth Et Transaction History