Phoenix Wealth Advisors Ishares Core S&P U.S Growth Et Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

A detailed history of Phoenix Wealth Advisors transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Phoenix Wealth Advisors holds 56,431 shares of IUSG stock, worth $7.96 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

56,431

Previous 54,599 3.36%

Holding current value

$7.96 Million

Previous $6.96 Million 6.94%

% of portfolio

3.47%

Previous 3.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$116.79 - $133.54 $213,959 - $244,645	1,832 Added 3.36%	56,431 $7.44 Million
Q2 2024 Jul 17, 2024	BUY	$109.98 - $128.59 $301,455 - $352,465	2,741 Added 5.29%	54,599 $6.96 Million
Q1 2024 Apr 26, 2024	SELL	$100.95 - $117.92 $1.18 Million - $1.38 Million	-11,666 Reduced 18.36%	51,858 $6.08 Million
Q4 2023 Jan 30, 2024	BUY	$91.06 - $104.51 $826,187 - $948,219	9,073 Added 16.66%	63,524 $6.61 Million
Q3 2023 Nov 06, 2023	BUY	$94.27 - $100.74 $128,867 - $137,711	1,367 Added 2.58%	54,451 $5.16 Million
Q2 2023 Jul 13, 2023	BUY	$87.77 - $97.64 $442,360 - $492,105	5,040 Added 10.49%	53,084 $5.18 Million
Q1 2023 May 05, 2023	BUY	$79.81 - $88.77 $215,566 - $239,767	2,701 Added 5.96%	48,044 $4.26 Million
Q4 2022 Feb 06, 2023	BUY	$78.88 - $88.47 $815,224 - $914,337	10,335 Added 29.52%	45,343 $3.7 Million
Q3 2022 Nov 07, 2022	BUY	$80.18 - $99.02 $1.49 Million - $1.83 Million	18,531 Added 112.47%	35,008 $2.81 Million
Q2 2022 Aug 01, 2022	BUY	$80.61 - $107.49 $1.33 Million - $1.77 Million	16,477 New	16,477 $1.38 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
Sector ETFs
Industry ETFs

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Phoenix Wealth Advisors Ishares Core S&P U.S Growth Et Transaction History