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

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 3,394 shares of IUSG stock, worth $431,105. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,394

Previous 3,388 0.18%

Holding current value

$431,105

Previous $446,000 5.83%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$129.96 - $144.97 $779 - $869	6 Added 0.18%	3,394 $472,000
Q3 2024 Oct 24, 2024	BUY	$116.79 - $133.54 $817 - $934	7 Added 0.21%	3,388 $446,000
Q2 2024 Jul 18, 2024	BUY	$109.98 - $128.59 $439 - $514	4 Added 0.12%	3,381 $431,000
Q1 2024 Apr 15, 2024	BUY	$100.95 - $117.92 $403 - $471	4 Added 0.12%	3,377 $395,000
Q4 2023 Jan 10, 2024	BUY	$91.06 - $104.51 $2,094 - $2,403	23 Added 0.69%	3,373 $351,000
Q2 2023 Jul 13, 2023	BUY	$87.77 - $97.64 $702 - $781	8 Added 0.24%	3,350 $327,000
Q1 2022 Apr 21, 2022	SELL	$94.61 - $116.48 $6,717 - $8,270	-71 Reduced 2.08%	3,342 $353,000
Q1 2021 Apr 28, 2021	BUY	$85.7 - $93.77 $292,494 - $320,037	3,413 New	3,413 $310,000
Q4 2019 Jan 23, 2020	SELL	$61.11 - $67.92 $364,215 - $404,803	-5,960 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$60.87 - $64.7 $1,400 - $1,488	23 Added 0.39%	5,960 $375,000
Q2 2019 Jul 15, 2019	BUY	$58.69 - $63.27 $5,516 - $5,947	94 Added 1.61%	5,937 $372,000
Q1 2019 Apr 16, 2019	BUY	$51.25 - $60.61 $973 - $1,151	19 Added 0.33%	5,843 $360,000
Q4 2018 Jan 29, 2019	BUY	$49.22 - $62.28 $1,919 - $2,428	39 Added 0.67%	5,824 $307,000
Q3 2018 Oct 17, 2018	BUY	$57.11 - $62.15 $330,381 - $359,537	5,785 New	5,785 $359,000

Others Institutions Holding IUSG

# of Institutions

824

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