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

Rooted Wealth Advisors, Inc.

$227 Million
Q2 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 67,390 shares of IUSG stock, worth $8.98 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares

67,390

Previous 64,426 4.6%

Holding current value

$8.98 Million

Previous $7.5 Million 14.8%

% of portfolio

3.8%

Previous 3.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

722

Shares Held

112M

Call Options Held

3.9K

Put Options Held

3.1K

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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