Wealthspire Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,538 shares of IUSG stock, worth $703,436. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,538

Previous 5,673 2.38%

Holding current value

$703,436

Previous $748,000 3.07%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$129.96 - $144.97 $17,544 - $19,570	-135 Reduced 2.38%	5,538 $771,000
Q3 2024 Nov 13, 2024	SELL	$116.79 - $133.54 $92,731 - $106,030	-794 Reduced 12.28%	5,673 $748,000
Q2 2024 Aug 08, 2024	BUY	$109.98 - $128.59 $31,674 - $37,033	288 Added 4.66%	6,467 $824,000
Q1 2024 May 06, 2024	BUY	$100.95 - $117.92 $4,542 - $5,306	45 Added 0.73%	6,179 $724,000
Q4 2023 Feb 06, 2024	SELL	$91.06 - $104.51 $118,104 - $135,549	-1,297 Reduced 17.45%	6,134 $638,000
Q3 2023 Nov 06, 2023	BUY	$94.27 - $100.74 $496,143 - $530,194	5,263 Added 242.76%	7,431 $704,000
Q2 2023 Jul 31, 2023	BUY	$87.77 - $97.64 $190,285 - $211,683	2,168 New	2,168 $211,000
Q3 2022 Nov 14, 2022	BUY	$80.18 - $99.02 $274,375 - $338,846	3,422 New	3,422 $274,000

Others Institutions Holding IUSG

# of Institutions

824

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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Wealthspire Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History