Tria Gen Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 18,894 shares of IUSG stock, worth $2.26 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
18,894
Previous 19,382 2.52%
Holding current value
$2.26 Million
Previous $2.02 Million 9.77%
% of portfolio
1.0%
Previous 0.99%

Shares

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

Apr 23, 2024
SELL
$100.95 - $117.92 $49,263 - $57,544
-488 Reduced 2.52%
18,894 $2.21 Million
Q4 2023

Jan 22, 2024
BUY
$91.06 - $104.51 $26,043 - $29,889
286 Added 1.5%
19,382 $2.02 Million
Q3 2023

Oct 23, 2023
SELL
$94.27 - $100.74 $5,656 - $6,044
-60 Reduced 0.31%
19,096 $1.81 Million
Q1 2023

Apr 24, 2023
SELL
$79.81 - $88.77 $30,806 - $34,265
-386 Reduced 1.98%
19,156 $1.7 Million
Q4 2022

Feb 09, 2023
BUY
$79.64 - $88.47 $16,963 - $18,844
213 Added 1.1%
19,542 $1.59 Million
Q3 2022

Oct 21, 2022
SELL
$82.84 - $99.02 $12,674 - $15,150
-153 Reduced 0.79%
19,329 $1.55 Million
Q1 2022

Apr 29, 2022
SELL
$94.61 - $116.48 $3,500 - $4,309
-37 Reduced 0.19%
19,482 $2.06 Million
Q4 2021

Feb 09, 2022
SELL
$101.4 - $117.16 $21,294 - $24,603
-210 Reduced 1.06%
19,519 $2.26 Million
Q2 2021

Aug 02, 2021
SELL
$91.91 - $101.16 $28,400 - $31,258
-309 Reduced 1.54%
19,729 $2.06 Million
Q1 2021

Apr 26, 2021
SELL
$85.7 - $93.77 $19,025 - $20,816
-222 Reduced 1.1%
20,038 $1.82 Million
Q4 2020

Feb 02, 2021
BUY
$77.7 - $88.69 $1.57 Million - $1.8 Million
20,260 New
20,260 $1.8 Million

Others Institutions Holding IUSG

# of Institutions
665
Shares Held
107M
Call Options Held
3K
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
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email