Spectrum Wealth Advisory Group, LLC Ishares Core S&P U.S Growth Et Transaction History

Spectrum Wealth Advisory Group, LLC

$86.9 Million
Q1 2024

A detailed history of Spectrum Wealth Advisory Group, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 51,904 shares of IUSG stock, worth $6.45 Million. This represents 7.0% of its overall portfolio holdings.

Number of Shares

51,904

Previous 52,021 0.22%

Holding current value

$6.45 Million

Previous $5.42 Million 12.34%

% of portfolio

7.0%

Previous 6.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$100.95 - $117.92 $11,811 - $13,796	-117 Reduced 0.22%	51,904 $6.08 Million
Q4 2023 Jan 25, 2024	SELL	$91.06 - $104.51 $381,905 - $438,314	-4,194 Reduced 7.46%	52,021 $5.42 Million
Q3 2023 Oct 25, 2023	SELL	$94.27 - $100.74 $59,390 - $63,466	-630 Reduced 1.11%	56,215 $5.33 Million
Q2 2023 Jul 20, 2023	SELL	$87.77 - $97.64 $547,158 - $608,687	-6,234 Reduced 9.88%	56,845 $5.55 Million
Q1 2023 May 10, 2023	SELL	$79.81 - $88.77 $681,657 - $758,184	-8,541 Reduced 11.93%	63,079 $5.6 Million

Q4 2022 Jan 25, 2023	BUY	$79.64 - $88.47 $5.7 Million - $6.34 Million	71,620 New	71,620 $0

Others Institutions Holding IUSG

# of Institutions

675

Shares Held

107M

Call Options Held

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Advisory Group, LLC with notifications on news.

Account

Spectrum Wealth Advisory Group, LLC Ishares Core S&P U.S Growth Et Transaction History