White Lighthouse Investment Management Inc. Ishares Core S&P U.S Growth Et Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 12,400 shares of IUSG stock, worth $1.75 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

12,400

Previous 13,023 4.78%

Holding current value

$1.75 Million

Previous $1.66 Million 1.51%

% of portfolio

0.29%

Previous 0.32%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$116.79 - $133.54 $72,760 - $83,195	-623 Reduced 4.78%	12,400 $1.64 Million
Q2 2024 Jul 15, 2024	SELL	$109.98 - $128.59 $108,440 - $126,789	-986 Reduced 7.04%	13,023 $1.66 Million
Q1 2024 May 07, 2024	SELL	$100.95 - $117.92 $23,723 - $27,711	-235 Reduced 1.65%	14,009 $1.64 Million
Q4 2023 Jan 23, 2024	SELL	$91.06 - $104.51 $74,396 - $85,384	-817 Reduced 5.42%	14,244 $1.48 Million
Q3 2023 Oct 18, 2023	SELL	$94.27 - $100.74 $5,467 - $5,842	-58 Reduced 0.38%	15,061 $1.43 Million
Q2 2023 Aug 07, 2023	SELL	$87.77 - $97.64 $141,221 - $157,102	-1,609 Reduced 9.62%	15,119 $1.48 Million
Q1 2023 Apr 20, 2023	SELL	$79.81 - $88.77 $1.01 Million - $1.13 Million	-12,682 Reduced 43.12%	16,728 $1.48 Million
Q4 2022 Jan 24, 2023	BUY	$78.88 - $88.47 $1.24 Million - $1.4 Million	15,776 Added 115.71%	29,410 $0
Q3 2022 Oct 18, 2022	SELL	$80.18 - $99.02 $57,328 - $70,799	-715 Reduced 4.98%	13,634 $1.09 Million
Q2 2022 Jul 20, 2022	BUY	$80.61 - $107.49 $134,779 - $179,723	1,672 Added 13.19%	14,349 $1.2 Million
Q1 2022 Apr 20, 2022	SELL	$94.61 - $116.48 $15,610 - $19,219	-165 Reduced 1.28%	12,677 $1.34 Million
Q4 2021 Jan 12, 2022	SELL	$101.4 - $117.16 $101,095 - $116,808	-997 Reduced 7.2%	12,842 $1.49 Million
Q3 2021 Oct 20, 2021	SELL	$101.41 - $109.45 $322,990 - $348,598	-3,185 Reduced 18.71%	13,839 $1.42 Million
Q2 2021 Jul 26, 2021	SELL	$91.91 - $101.16 $62,498 - $68,788	-680 Reduced 3.84%	17,024 $1.72 Million
Q1 2021 May 07, 2021	SELL	$85.7 - $93.77 $64,532 - $70,608	-753 Reduced 4.08%	17,704 $1.61 Million
Q4 2020 Feb 03, 2021	SELL	$77.7 - $88.69 $83,449 - $95,253	-1,074 Reduced 5.5%	18,457 $1.64 Million
Q3 2020 Oct 15, 2020	SELL	$72.62 - $86.26 $793,373 - $942,390	-10,925 Reduced 35.87%	19,531 $1.56 Million
Q2 2020 Jul 23, 2020	SELL	$54.68 - $72.85 $21,872 - $29,139	-400 Reduced 1.3%	30,456 $2.19 Million
Q1 2020 Apr 07, 2020	SELL	$49.63 - $73.36 $277,431 - $410,082	-5,590 Reduced 15.34%	30,856 $1.76 Million
Q4 2019 Jan 24, 2020	SELL	$61.11 - $67.92 $15,277 - $16,980	-250 Reduced 0.68%	36,446 $2.47 Million
Q3 2019 Nov 13, 2019	BUY	$60.87 - $64.7 $16,800 - $17,857	276 Added 0.76%	36,696 $2.31 Million
Q2 2019 Jul 31, 2019	SELL	$58.69 - $63.27 $184,873 - $199,300	-3,150 Reduced 7.96%	36,420 $2.28 Million
Q1 2019 May 08, 2019	SELL	$51.25 - $60.61 $123,922 - $146,554	-2,418 Reduced 5.76%	39,570 $2.39 Million
Q4 2018 Jan 23, 2019	BUY	$49.22 - $62.28 $78,161 - $98,900	1,588 Added 3.93%	41,988 $2.21 Million
Q3 2018 Oct 24, 2018	SELL	$57.11 - $62.15 $171,330 - $186,450	-3,000 Reduced 6.91%	40,400 $2.51 Million
Q2 2018 Aug 09, 2018	BUY	$53.25 - $59.11 $27,423 - $30,441	515 Added 1.2%	43,400 $2.48 Million
Q1 2018 Apr 12, 2018	SELL	$52.59 - $58.35 $4,207 - $4,668	-80 Reduced 0.19%	42,885 $2.34 Million
Q4 2017 Jan 10, 2018	BUY	$50.63 - $54.5 $2.18 Million - $2.34 Million	42,965	42,965 $2.31 Million

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account

White Lighthouse Investment Management Inc. Ishares Core S&P U.S Growth Et Transaction History