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 $7.25 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
50,523
Previous 56,431 10.47%
Holding current value
$7.25 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
777
Shares Held
117M
Call Options Held
2.7K
Put Options Held
300
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
Track This Portfolio

Track Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email