Summit Trail Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Summit Trail Advisors, LLC

$7.06 Billion
Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 1,865 shares of IUSG stock, worth $307,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,865

Previous 1,533 21.66%

Holding current value

$307,725

Previous $230,000 33.04%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$148.97 - $165.88 $49,458 - $55,072	332 Added 21.66%	1,865 $306,000
Q2 2025 Aug 14, 2025	BUY	$113.67 - $150.4 $174,256 - $230,563	1,533 New	1,533 $230,000
Q2 2024 Aug 13, 2024	BUY	$109.98 - $128.59 $174,208 - $203,686	1,584 New	1,584 $201,000
Q1 2018 May 21, 2018	SELL	$52.59 - $58.35 $271,679 - $301,436	-5,166 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$50.63 - $54.5 $261,554 - $281,547	5,166	5,166 $278,000

Others Institutions Holding IUSG

# of Institutions

906

Shares Held

121M

Call Options Held

3.8K

Put Options Held

3.6K

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 Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Account

Summit Trail Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History