Twin Peaks Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 4,139 shares of IUSG stock, worth $525,735. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,139

Previous 5,602 26.12%

Holding current value

$525,735

Previous $739 Million 21.96%

% of portfolio

0.24%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$129.96 - $144.97 $190,131 - $212,091	-1,463 Reduced 26.12%	4,139 $577 Million
Q3 2024 Oct 25, 2024	SELL	$116.79 - $133.54 $196,323 - $224,480	-1,681 Reduced 23.08%	5,602 $739 Million
Q2 2024 Jul 31, 2024	BUY	$109.98 - $128.59 $5,938 - $6,943	54 Added 0.75%	7,283 $928 Million
Q1 2024 Apr 23, 2024	SELL	$100.95 - $117.92 $72,179 - $84,312	-715 Reduced 9.0%	7,229 $847 Million
Q4 2023 Jan 17, 2024	BUY	$91.06 - $104.51 $723,380 - $830,227	7,944 New	7,944 $827 Million

Others Institutions Holding IUSG

# of Institutions

823

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Industry ETFs

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Twin Peaks Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History