Philip James Wealth Mangement, LLC Ishares Core S&P U.S Growth Et Transaction History

Philip James Wealth Mangement, LLC

$814 Billion
Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 3,038 shares of IUSG stock, worth $428,418. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,038

Previous 3,072 1.11%

Holding current value

$428,418

Previous $392 Million 2.33%

% of portfolio

0.05%

Previous 0.26%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$116.79 - $133.54 $3,970 - $4,540	-34 Reduced 1.11%	3,038 $401 Million
Q2 2024 Jul 23, 2024	SELL	$109.98 - $128.59 $1,759 - $2,057	-16 Reduced 0.52%	3,072 $392 Million
Q1 2024 Apr 29, 2024	SELL	$100.95 - $117.92 $34,827 - $40,682	-345 Reduced 10.05%	3,088 $362 Million
Q4 2023 Jan 29, 2024	BUY	$91.06 - $104.51 $312,608 - $358,782	3,433 New	3,433 $357 Million

Others Institutions Holding IUSG

# of Institutions

740

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
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Philip James Wealth Mangement, LLC Ishares Core S&P U.S Growth Et Transaction History