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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 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 3,201 shares of IUSG stock, worth $410,048. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,201
Previous 3,205 0.12%
Holding current value
$410,048
Previous $423 Million 5.51%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jan 27, 2025
SELL
$129.96 - $144.97 $519 - $579
-4 Reduced 0.12%
3,201 $446 Million
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
822
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
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