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 5,602 shares of IUSG stock, worth $768,482. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,602
Previous 7,283 23.08%
Holding current value
$768,482
Previous $928 Million 20.41%
% of portfolio
0.34%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P U.S GROWTH ET


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

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.