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

Phoenix Wealth Advisors

  • $229 Million
  • Q4 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 50,523 shares of IUSG stock, worth $6.42 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
50,523
Previous 56,431 10.47%
Holding current value
$6.42 Million
Previous $7.44 Million 5.41%
% of portfolio
3.07%
Previous 3.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$129.96 - $144.97 $767,803 - $856,482
-5,908 Reduced 10.47%
50,523 $7.04 Million
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
823
Shares Held
117M
Call Options Held
2.7K
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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