Peninsula Wealth, LLC Ishares Core S&P U.S Growth Et Transaction History

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Peninsula Wealth, LLC holds 51,208 shares of IUSG stock, worth $6.64 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

51,208

Previous 48,120 6.42%

Holding current value

$6.64 Million

Previous $6.35 Million 12.42%

% of portfolio

1.23%

Previous 1.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$129.96 - $144.97 $401,316 - $447,667	3,088 Added 6.42%	51,208 $7.14 Million
Q3 2024 Nov 14, 2024	SELL	$116.79 - $133.54 $351,070 - $401,421	-3,006 Reduced 5.88%	48,120 $6.35 Million
Q2 2024 Aug 13, 2024	BUY	$109.98 - $128.59 $3.54 Million - $4.14 Million	32,199 Added 170.12%	51,126 $6.52 Million
Q1 2024 May 30, 2024	BUY	$100.95 - $117.92 $1.91 Million - $2.23 Million	18,927 New	18,927 $2.22 Million

Others Institutions Holding IUSG

# of Institutions

821

Shares Held

115M

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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Peninsula Wealth, LLC Ishares Core S&P U.S Growth Et Transaction History