Wealth Management Partners, LLC Ishares Core S&P U.S Growth Et Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Wealth Management Partners, LLC holds 8,594 shares of IUSG stock, worth $1.09 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

8,594

Previous 8,593 0.01%

Holding current value

$1.09 Million

Previous $1.13 Million 5.65%

% of portfolio

0.52%

Previous 0.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$129.96 - $144.97 $129 - $144	1 Added 0.01%	8,594 $1.2 Million
Q3 2024 Oct 21, 2024	SELL	$116.79 - $133.54 $32,350 - $36,990	-277 Reduced 3.12%	8,593 $1.13 Million
Q2 2024 Jul 12, 2024	SELL	$109.98 - $128.59 $9,898 - $11,573	-90 Reduced 1.0%	8,870 $1.13 Million
Q1 2024 Apr 12, 2024	BUY	$100.95 - $117.92 $504 - $589	5 Added 0.06%	8,960 $1.05 Million
Q4 2023 Jan 10, 2024	SELL	$91.06 - $104.51 $2,094 - $2,403	-23 Reduced 0.26%	8,955 $932,000
Q3 2023 Oct 24, 2023	BUY	$94.27 - $100.74 $565 - $604	6 Added 0.07%	8,978 $851,000
Q2 2023 Jul 24, 2023	SELL	$87.77 - $97.64 $22,820 - $25,386	-260 Reduced 2.82%	8,972 $876,000
Q1 2023 Apr 14, 2023	BUY	$79.81 - $88.77 $18,515 - $20,594	232 Added 2.58%	9,232 $819,000
Q4 2021 Jan 19, 2022	SELL	$101.4 - $117.16 $51,409 - $59,400	-507 Reduced 5.33%	9,000 $1.06 Million
Q3 2021 Oct 29, 2021	SELL	$101.41 - $109.45 $19,774 - $21,342	-195 Reduced 2.01%	9,507 $974,000
Q2 2021 Jul 14, 2021	BUY	$91.91 - $101.16 $2,297 - $2,529	25 Added 0.26%	9,702 $980,000
Q1 2021 Apr 15, 2021	SELL	$85.7 - $93.77 $192,910 - $211,076	-2,251 Reduced 18.87%	9,677 $911,000
Q4 2020 Feb 04, 2021	BUY	$77.7 - $88.69 $926,805 - $1.06 Million	11,928 New	11,928 $1.1 Million

Others Institutions Holding IUSG

# of Institutions

820

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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Wealth Management Partners, LLC Ishares Core S&P U.S Growth Et Transaction History