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

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

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 3,463 shares of IUSG stock, worth $446,796. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,463

Previous 4,139 16.33%

Holding current value

$446,796

Previous $577 Million 25.18%

% of portfolio

0.2%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$126.86 - $146.45 $85,757 - $99,000	-676 Reduced 16.33%	3,463 $432 Million
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

825

Shares Held

118M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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