Steel Peak Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 1,954 shares of IUSG stock, worth $280,965. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,954

Previous 1,971 0.86%

Holding current value

$280,965

Previous $259,000 5.02%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$129.96 - $144.97 $2,209 - $2,464	-17 Reduced 0.86%	1,954 $272,000
Q3 2024 Oct 25, 2024	SELL	$116.79 - $133.54 $18,919 - $21,633	-162 Reduced 7.59%	1,971 $259,000
Q2 2024 Jul 16, 2024	SELL	$109.98 - $128.59 $1,759 - $2,057	-16 Reduced 0.74%	2,133 $271,000
Q1 2024 Apr 17, 2024	BUY	$100.95 - $117.92 $201 - $235	2 Added 0.09%	2,149 $251,000
Q4 2023 Jan 23, 2024	BUY	$91.06 - $104.51 $195,505 - $224,382	2,147 New	2,147 $223,000
Q1 2022 May 10, 2022	SELL	$94.61 - $116.48 $165,378 - $203,607	-1,748 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$101.4 - $117.16 $177,247 - $204,795	1,748 New	1,748 $202,000
Q3 2021 Nov 15, 2021	SELL	$101.41 - $109.45 $210,628 - $227,327	-2,077 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$91.91 - $101.16 $1.58 Million - $1.74 Million	-17,193 Reduced 89.22%	2,077 $210,000
Q1 2021 May 18, 2021	SELL	$85.7 - $93.77 $37,793 - $41,352	-441 Reduced 2.24%	19,270 $1.75 Million
Q4 2020 Feb 04, 2021	BUY	$77.7 - $88.69 $39,937 - $45,586	514 Added 2.68%	19,711 $1.75 Million
Q3 2020 Oct 26, 2020	SELL	$72.62 - $86.26 $118,152 - $140,345	-1,627 Reduced 7.81%	19,197 $1.54 Million
Q2 2020 Jul 21, 2020	BUY	$54.68 - $72.85 $55,281 - $73,651	1,011 Added 5.1%	20,824 $1.5 Million
Q1 2020 Apr 16, 2020	SELL	$49.63 - $73.36 $81,690 - $120,750	-1,646 Reduced 7.67%	19,813 $1.13 Million
Q4 2019 Feb 06, 2020	BUY	$61.11 - $67.92 $1.31 Million - $1.46 Million	21,459 New	21,459 $1.45 Million

Others Institutions Holding IUSG

# of Institutions

764

Shares Held

116M

Call Options Held

4.3K

Put Options Held

3.3K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Steel Peak Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History