Seven Springs Wealth Group, LLC Ishares Core S&P U.S Growth Et Transaction History

Seven Springs Wealth Group, LLC

$273 Million
Q1 2025

A detailed history of Seven Springs Wealth Group, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Seven Springs Wealth Group, LLC holds 34,763 shares of IUSG stock, worth $5.44 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

34,763

Previous 23,963 45.07%

Holding current value

$5.44 Million

Previous $3.34 Million 32.29%

% of portfolio

1.62%

Previous 1.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$126.86 - $146.45 $1.37 Million - $1.58 Million	10,800 Added 45.07%	34,763 $4.42 Million
Q4 2024 Feb 14, 2025	SELL	$129.96 - $144.97 $117,873 - $131,487	-907 Reduced 3.65%	23,963 $3.34 Million
Q3 2024 Nov 14, 2024	SELL	$116.79 - $133.54 $33,985 - $38,860	-291 Reduced 1.16%	24,870 $3.28 Million
Q2 2024 Jul 30, 2024	BUY	$109.98 - $128.59 $78,855 - $92,199	717 Added 2.93%	25,161 $3.21 Million
Q1 2024 May 07, 2024	BUY	$100.95 - $117.92 $6,157 - $7,193	61 Added 0.25%	24,444 $2.87 Million
Q4 2023 Feb 07, 2024	BUY	$91.06 - $104.51 $33,054 - $37,937	363 Added 1.51%	24,383 $2.54 Million
Q3 2023 Nov 08, 2023	BUY	$94.27 - $100.74 $52,319 - $55,910	555 Added 2.37%	24,020 $2.28 Million
Q2 2023 Jul 31, 2023	BUY	$87.77 - $97.64 $106,816 - $118,827	1,217 Added 5.47%	23,465 $2.29 Million
Q1 2023 May 09, 2023	BUY	$79.81 - $88.77 $179,093 - $199,199	2,244 Added 11.22%	22,248 $1.97 Million
Q4 2022 Feb 08, 2023	BUY	$78.88 - $88.47 $51,035 - $57,240	647 Added 3.34%	20,004 $1.63 Million
Q3 2022 Oct 21, 2022	BUY	$80.18 - $99.02 $178,480 - $220,418	2,226 Added 12.99%	19,357 $1.55 Million
Q2 2022 Jul 27, 2022	BUY	$80.61 - $107.49 $138,971 - $185,312	1,724 Added 11.19%	17,131 $1.43 Million
Q1 2022 May 09, 2022	BUY	$94.61 - $116.48 $157,714 - $194,172	1,667 Added 12.13%	15,407 $1.63 Million
Q4 2021 Feb 04, 2022	BUY	$101.4 - $117.16 $202,090 - $233,499	1,993 Added 16.97%	13,740 $1.59 Million
Q3 2021 Oct 21, 2021	BUY	$101.41 - $109.45 $71,189 - $76,833	702 Added 6.36%	11,747 $1.2 Million
Q2 2021 Jul 27, 2021	BUY	$91.91 - $101.16 $67,921 - $74,757	739 Added 7.17%	11,045 $1.12 Million
Q1 2021 May 07, 2021	BUY	$85.7 - $93.77 $32,651 - $35,726	381 Added 3.84%	10,306 $936,000
Q4 2020 Feb 01, 2021	BUY	$77.7 - $88.69 $766,588 - $875,015	9,866 Added 16722.03%	9,925 $880,000
Q1 2020 Apr 20, 2020	BUY	$49.63 - $73.36 $2,928 - $4,328	59 New	59 $3,000

Others Institutions Holding IUSG

# of Institutions

855

Shares Held

121M

Call Options Held

300

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

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Seven Springs Wealth Group, LLC Ishares Core S&P U.S Growth Et Transaction History