Sfg Wealth Management, Llc. Ishares Core S&P U.S Growth Et Transaction History

Sfg Wealth Management, Llc.

$183 Million
Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 2,557 shares of IUSG stock, worth $327,551. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,557

Previous 2,417 5.79%

Holding current value

$327,551

Previous $318,000 11.95%

% of portfolio

0.19%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$129.96 - $144.97 $18,194 - $20,295	140 Added 5.79%	2,557 $356,000
Q3 2024 Oct 31, 2024	BUY	$116.79 - $133.54 $116 - $133	1 Added 0.04%	2,417 $318,000
Q2 2024 Jul 19, 2024	SELL	$109.98 - $128.59 $68,407 - $79,982	-622 Reduced 20.47%	2,416 $307,000
Q1 2024 Apr 26, 2024	SELL	$100.95 - $117.92 $36,745 - $42,922	-364 Reduced 10.7%	3,038 $356,000
Q4 2023 Jan 19, 2024	BUY	$91.06 - $104.51 $64,561 - $74,097	709 Added 26.33%	3,402 $354,000
Q2 2023 Jul 14, 2023	BUY	$87.77 - $97.64 $36,249 - $40,325	413 Added 18.11%	2,693 $262,000
Q1 2023 Apr 11, 2023	BUY	$79.81 - $88.77 $181,966 - $202,395	2,280 New	2,280 $202,000
Q2 2022 Jul 13, 2022	SELL	$80.61 - $107.49 $226,111 - $301,509	-2,805 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$94.61 - $116.48 $70,295 - $86,544	-743 Reduced 20.94%	2,805 $296,000
Q4 2021 Feb 14, 2022	BUY	$101.4 - $117.16 $359,767 - $415,683	3,548 New	3,548 $410,000

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Sfg Wealth Management, Llc. Ishares Core S&P U.S Growth Et Transaction History