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

Three Bridge Wealth Advisors, LLC

$250 Million
Q2 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 4,081 shares of IUSG stock, worth $524,939. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,081

Previous 4,080 0.02%

Holding current value

$524,939

Previous $478,000 8.79%

% of portfolio

0.21%

Previous 0.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

715

Shares Held

112M

Call Options Held

4.4K

Put Options Held

3.3K

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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