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

Rfg Bristol Wealth Advisors, LLC

$298 Billion
Q1 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 91,331 shares of IUSG stock, worth $11.8 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

91,331

Previous 93,930 2.77%

Holding current value

$11.8 Million

Previous $13.1 Billion 11.33%

% of portfolio

3.89%

Previous 4.3%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	SELL	$126.86 - $146.45 $329,709 - $380,623	-2,599 Reduced 2.77%	91,331 $11.6 Billion
Q4 2024 Feb 12, 2025	BUY	$129.96 - $144.97 $12.2 Million - $13.6 Million	93,930 New	93,930 $13.1 Billion

Others Institutions Holding IUSG

# of Institutions

821

Shares Held

116M

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

More about IUSG

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