A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 2,767 shares of IUSG stock, worth $358,298. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,767
Previous 2,185 26.64%
Holding current value
$358,298
Previous $227,000 42.73%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Apr 15, 2024

BUY
$100.95 - $117.92 $58,752 - $68,629
582 Added 26.64%
2,767 $324,000
Q4 2023

Jan 12, 2024

BUY
$91.06 - $104.51 $198,966 - $228,354
2,185 New
2,185 $227,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Twelve Points Wealth Management LLC Portfolio

Follow Twelve Points 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 Twelve Points Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twelve Points Wealth Management LLC with notifications on news.