A detailed history of West Branch Capital LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, West Branch Capital LLC holds 2,503 shares of IUSG stock, worth $347,391. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,503
Previous 2,615 4.28%
Holding current value
$347,391
Previous $333,000 0.9%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 18, 2024

SELL
$116.79 - $133.54 $13,080 - $14,956
-112 Reduced 4.28%
2,503 $330,000
Q2 2024

Jul 26, 2024

BUY
$109.98 - $128.59 $5,828 - $6,815
53 Added 2.07%
2,615 $333,000
Q1 2024

Apr 23, 2024

SELL
$100.95 - $117.92 $11,609 - $13,560
-115 Reduced 4.3%
2,562 $300,000
Q4 2023

Jan 19, 2024

BUY
$91.06 - $104.51 $1,274 - $1,463
14 Added 0.53%
2,677 $278,000
Q2 2023

Aug 04, 2023

BUY
$87.77 - $97.64 $351 - $390
4 Added 0.15%
2,663 $260,000
Q1 2023

Apr 20, 2023

BUY
$79.81 - $88.77 $638 - $710
8 Added 0.3%
2,659 $236,000
Q4 2022

Jan 27, 2023

BUY
$78.88 - $88.47 $394 - $442
5 Added 0.19%
2,651 $0
Q3 2022

Oct 19, 2022

BUY
$80.18 - $99.02 $481 - $594
6 Added 0.23%
2,646 $212,000
Q2 2022

Jul 28, 2022

BUY
$80.61 - $107.49 $322 - $429
4 Added 0.15%
2,640 $221,000
Q1 2022

May 03, 2022

BUY
$94.61 - $116.48 $378 - $465
4 Added 0.15%
2,636 $278,000
Q4 2021

Jan 24, 2022

BUY
$101.4 - $117.16 $11,863 - $13,707
117 Added 4.65%
2,632 $304,000
Q3 2021

Nov 09, 2021

SELL
$101.41 - $109.45 $10,039 - $10,835
-99 Reduced 3.79%
2,515 $258,000
Q2 2021

Aug 17, 2021

SELL
$91.91 - $101.16 $183 - $202
-2 Reduced 0.08%
2,614 $263,000
Q1 2021

May 14, 2021

SELL
$85.7 - $93.77 $35,994 - $39,383
-420 Reduced 13.83%
2,616 $238,000
Q4 2020

Feb 08, 2021

BUY
$77.7 - $88.69 $854 - $975
11 Added 0.36%
3,036 $269,000
Q3 2020

Oct 13, 2020

BUY
$72.62 - $86.26 $508 - $603
7 Added 0.23%
3,025 $242,000
Q2 2020

Jul 08, 2020

BUY
$54.68 - $72.85 $165,024 - $219,861
3,018 New
3,018 $217,000
Q1 2020

Apr 20, 2020

SELL
$49.63 - $73.36 $159,113 - $235,192
-3,206 Closed
0 $0
Q4 2019

Jan 07, 2020

SELL
$61.11 - $67.92 $111,281 - $123,682
-1,821 Reduced 36.22%
3,206 $217,000
Q3 2019

Oct 23, 2019

SELL
$60.87 - $64.7 $104,574 - $111,154
-1,718 Reduced 25.47%
5,027 $316,000
Q2 2019

Aug 05, 2019

BUY
$58.69 - $63.27 $1,291 - $1,391
22 Added 0.33%
6,745 $423,000
Q1 2019

Apr 30, 2019

BUY
$51.25 - $60.61 $871 - $1,030
17 Added 0.25%
6,723 $406,000
Q4 2018

Feb 07, 2019

SELL
$49.22 - $62.28 $11,320 - $14,324
-230 Reduced 3.32%
6,706 $353,000
Q3 2018

Oct 16, 2018

SELL
$57.11 - $62.15 $16,219 - $17,650
-284 Reduced 3.93%
6,936 $431,000
Q2 2018

Aug 02, 2018

BUY
$53.25 - $59.11 $384,465 - $426,774
7,220 New
7,220 $413,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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