Three Bridge Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 4,083 shares of IUSG stock, worth $559,126. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,083

Previous 4,081 0.05%

Holding current value

$559,126

Previous $520,000 3.46%

% of portfolio

0.2%

Previous 0.21%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$116.79 - $133.54 $233 - $267	2 Added 0.05%	4,083 $538,000
Q2 2024 Aug 14, 2024	BUY	$109.98 - $128.59 $109 - $128	1 Added 0.02%	4,081 $520,000
Q4 2023 Feb 08, 2024	SELL	$91.06 - $104.51 $14,023 - $16,094	-154 Reduced 3.64%	4,080 $424,000
Q3 2023 Nov 13, 2023	BUY	$94.27 - $100.74 $14,517 - $15,513	154 Added 3.77%	4,234 $401,000
Q2 2023 Jul 28, 2023	BUY	$87.77 - $97.64 $358,101 - $398,371	4,080 New	4,080 $398,000

Others Institutions Holding IUSG

# of Institutions

739

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

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

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Three Bridge Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History