Rooted Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 21,299 shares of IUSG stock, worth $3.1 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

21,299

Previous 67,390 68.39%

Holding current value

$3.1 Million

Previous $8.61 Million 67.77%

% of portfolio

1.24%

Previous 3.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$116.79 - $133.54 $5.38 Million - $6.15 Million	-46,091 Reduced 68.39%	21,299 $2.78 Million
Q2 2024 Jul 25, 2024	BUY	$109.98 - $128.59 $325,980 - $381,140	2,964 Added 4.6%	67,390 $8.61 Million
Q1 2024 Apr 17, 2024	BUY	$100.95 - $117.92 $129,014 - $150,701	1,278 Added 2.02%	64,426 $7.5 Million
Q4 2023 Feb 07, 2024	BUY	$91.06 - $104.51 $380,995 - $437,269	4,184 Added 7.1%	63,148 $6.99 Million
Q3 2023 Nov 21, 2023	SELL	$94.27 - $100.74 $2.09 Million - $2.23 Million	-22,138 Reduced 27.3%	58,964 $5.87 Million
Q2 2023 Aug 03, 2023	BUY	$87.77 - $97.64 $6.89 Million - $7.66 Million	78,451 Added 2959.3%	81,102 $7.92 Million
Q1 2023 Apr 26, 2023	BUY	$79.81 - $88.77 $211,576 - $235,329	2,651 New	2,651 $238,000

Others Institutions Holding IUSG

# of Institutions

757

Shares Held

116M

Call Options Held

6.3K

Put Options Held

3.3K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History