Wetherby Asset Management Inc Ishares Core S&P U.S Growth Et Transaction History

Wetherby Asset Management Inc

$2.08 Billion
Q2 2024

A detailed history of Wetherby Asset Management Inc transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,605 shares of IUSG stock, worth $1.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,605

Previous 7,605 -0.0%

Holding current value

$1.06 Million

Previous $891,000 8.75%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$78.88 - $88.47 $1,893 - $2,123	-24 Reduced 0.31%	7,605 $619,000
Q3 2022 Nov 14, 2022	SELL	$80.18 - $99.02 $80 - $99	-1 Reduced 0.01%	7,629 $611,000
Q2 2022 Aug 15, 2022	BUY	$80.61 - $107.49 $207,893 - $277,216	2,579 Added 51.06%	7,630 $639,000
Q1 2022 May 16, 2022	SELL	$94.61 - $116.48 $94 - $116	-1 Reduced 0.02%	5,051 $534,000
Q4 2021 Feb 14, 2022	BUY	$101.4 - $117.16 $2,129 - $2,460	21 Added 0.42%	5,052 $584,000
Q2 2021 Aug 16, 2021	BUY	$91.91 - $101.16 $462,399 - $508,935	5,031 New	5,031 $508,000
Q1 2021 May 14, 2021	SELL	$85.7 - $93.77 $441,697 - $483,290	-5,154 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$72.62 - $86.26 $374,283 - $444,584	5,154 New	5,154 $412,000

Others Institutions Holding IUSG

# of Institutions

725

Shares Held

113M

Call Options Held

3.9K

Put Options Held

3.1K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Wetherby Asset Management Inc Ishares Core S&P U.S Growth Et Transaction History