Sovereign Financial Group, Inc. Ishares Core S&P U.S Growth Et Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 15,301 shares of IUSG stock, worth $2.12 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
15,301
Previous 15,636 2.14%
Holding current value
$2.12 Million
Previous $2.06 Million 3.39%
% of portfolio
0.5%
Previous 0.49%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$129.96 - $144.97 $43,536 - $48,564
-335 Reduced 2.14%
15,301 $2.13 Million
Q3 2024

Oct 08, 2024
SELL
$116.79 - $133.54 $170,396 - $194,834
-1,459 Reduced 8.53%
15,636 $2.06 Million
Q2 2024

Jul 15, 2024
SELL
$109.98 - $128.59 $4,179 - $4,886
-38 Reduced 0.22%
17,095 $2.18 Million
Q1 2024

Apr 15, 2024
SELL
$100.95 - $117.92 $1,817 - $2,122
-18 Reduced 0.1%
17,133 $2.01 Million
Q4 2023

Feb 06, 2024
BUY
$91.06 - $104.51 $125,935 - $144,537
1,383 Added 8.77%
17,151 $1.79 Million
Q3 2023

Nov 03, 2023
BUY
$94.27 - $100.74 $16,120 - $17,226
171 Added 1.1%
15,768 $1.5 Million
Q2 2023

Jul 31, 2023
SELL
$87.77 - $97.64 $25,453 - $28,315
-290 Reduced 1.83%
15,597 $1.52 Million
Q1 2023

May 04, 2023
SELL
$79.81 - $88.77 $537,041 - $597,333
-6,729 Reduced 29.75%
15,887 $1.41 Million
Q4 2022

Feb 13, 2023
BUY
$78.88 - $88.47 $613,213 - $687,765
7,774 Added 52.38%
22,616 $1.84 Million
Q3 2022

Nov 14, 2022
SELL
$80.18 - $99.02 $32,072 - $39,608
-400 Reduced 2.62%
14,842 $1.19 Million
Q2 2022

Aug 15, 2022
BUY
$80.61 - $107.49 $71,742 - $95,666
890 Added 6.2%
15,242 $1.28 Million
Q1 2022

May 16, 2022
SELL
$94.61 - $116.48 $205,682 - $253,227
-2,174 Reduced 13.16%
14,352 $1.52 Million
Q4 2021

Feb 15, 2022
SELL
$101.4 - $117.16 $114,379 - $132,156
-1,128 Reduced 6.39%
16,526 $1.91 Million
Q3 2021

Nov 12, 2021
SELL
$101.41 - $109.45 $52,226 - $56,366
-515 Reduced 2.83%
17,654 $1.81 Million
Q1 2021

May 17, 2021
BUY
$85.7 - $93.77 $28,281 - $30,944
330 Added 1.85%
18,169 $1.65 Million
Q4 2020

Feb 16, 2021
BUY
$77.7 - $88.69 $1.39 Million - $1.58 Million
17,839 New
17,839 $1.58 Million

Others Institutions Holding IUSG

# of Institutions
819
Shares Held
117M
Call Options Held
2.7K
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email