Summit Wealth Partners, LLC Ishares Core S&P U.S Growth Et Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,205 shares of IUSG stock, worth $439,661. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,205
Previous 3,205 -0.0%
Holding current value
$439,661
Previous $409 Million 3.48%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Sep 11, 2024
SELL
$100.95 - $117.92 $7,571 - $8,844
-75 Reduced 2.29%
3,205 $376 Million
Q4 2023

Sep 11, 2024
BUY
$91.06 - $104.51 $9,014 - $10,346
99 Added 3.11%
3,280 $341 Million
Q3 2023

Sep 11, 2024
BUY
$94.27 - $100.74 $299,872 - $320,453
3,181 New
3,181 $302 Million

Others Institutions Holding IUSG

# of Institutions
740
Shares Held
115M
Call Options Held
6.3K
Put Options Held
3.3K
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
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