A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 6,921 shares of IUSG stock, worth $960,565. This represents 0.67% of its overall portfolio holdings.

Number of Shares
6,921
Previous 6,861 0.87%
Holding current value
$960,565
Previous $875,000 4.34%
% of portfolio
0.67%
Previous 0.61%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$116.79 - $133.54 $7,007 - $8,012
60 Added 0.87%
6,921 $913,000
Q2 2024

Jul 16, 2024

SELL
$109.98 - $128.59 $3,299 - $3,857
-30 Reduced 0.44%
6,861 $875,000
Q1 2024

Apr 25, 2024

SELL
$100.95 - $117.92 $91,359 - $106,717
-905 Reduced 11.61%
6,891 $808,000
Q4 2023

Jan 16, 2024

SELL
$91.06 - $104.51 $529,513 - $607,725
-5,815 Reduced 42.72%
7,796 $812,000
Q3 2023

Oct 23, 2023

SELL
$94.27 - $100.74 $78,715 - $84,117
-835 Reduced 5.78%
13,611 $1.29 Million
Q2 2023

Jul 20, 2023

SELL
$87.77 - $97.64 $76,272 - $84,849
-869 Reduced 5.67%
14,446 $1.41 Million
Q1 2023

Apr 17, 2023

SELL
$79.81 - $88.77 $527,384 - $586,592
-6,608 Reduced 30.14%
15,315 $1.36 Million
Q4 2022

Jan 31, 2023

SELL
$78.88 - $88.47 $408,677 - $458,363
-5,181 Reduced 19.12%
21,923 $1.79 Million
Q3 2022

Oct 12, 2022

SELL
$80.18 - $99.02 $230,597 - $284,781
-2,876 Reduced 9.59%
27,104 $2.17 Million
Q2 2022

Jul 25, 2022

SELL
$80.61 - $107.49 $409,660 - $546,264
-5,082 Reduced 14.49%
29,980 $2.51 Million
Q1 2022

May 09, 2022

SELL
$94.61 - $116.48 $1.1 Million - $1.35 Million
-11,580 Reduced 24.83%
35,062 $3.71 Million
Q4 2021

Feb 16, 2022

BUY
$101.4 - $117.16 $4.73 Million - $5.46 Million
46,642 New
46,642 $5.39 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 Ulland Investment Advisors, LLC Portfolio

Follow Ulland Investment 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 Ulland Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulland Investment Advisors, LLC with notifications on news.