Concord Wealth Partners Ishares Core S&P U.S Growth Et Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Concord Wealth Partners holds 601 shares of IUSG stock, worth $86,628. This represents 0.01% of its overall portfolio holdings.

Number of Shares
601
Previous 600 0.17%
Holding current value
$86,628
Previous $76,000 3.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
BUY
$116.79 - $133.54 $116 - $133
1 Added 0.17%
601 $79,000
Q2 2024

Jul 31, 2024
BUY
$109.98 - $128.59 $109 - $128
1 Added 0.17%
600 $76,000
Q4 2023

Apr 30, 2024
SELL
$91.06 - $104.51 $2,913 - $3,344
-32 Reduced 5.07%
599 $62,000
Q4 2023

Feb 05, 2024
SELL
$91.06 - $104.51 $2,913 - $3,344
-32 Reduced 5.07%
599 $62,000
Q3 2023

Apr 30, 2024
BUY
$94.27 - $100.74 $3,016 - $3,223
32 Added 5.34%
631 $59,000
Q3 2023

Oct 25, 2023
BUY
$94.27 - $100.74 $3,487 - $3,727
37 Added 6.23%
631 $59,000
Q2 2023

Aug 07, 2023
SELL
$87.77 - $97.64 $1,930 - $2,148
-22 Reduced 3.57%
594 $57,000
Q1 2023

Apr 26, 2023
SELL
$79.81 - $88.77 $26,975 - $30,004
-338 Reduced 35.43%
616 $54,000
Q4 2022

Jan 27, 2023
BUY
$78.88 - $88.47 $75,251 - $84,400
954 New
954 $77,000
Q2 2022

Aug 04, 2022
SELL
$80.61 - $107.49 $3,546 - $4,729
-44 Reduced 6.72%
611 $51,000
Q1 2022

Apr 20, 2022
BUY
$94.61 - $116.48 $4,446 - $5,474
47 Added 7.73%
655 $69,000
Q4 2021

Jan 21, 2022
BUY
$101.4 - $117.16 $59,319 - $68,538
585 Added 2543.48%
608 $70,000
Q1 2021

May 13, 2021
SELL
$85.7 - $93.77 $132,577 - $145,062
-1,547 Reduced 98.54%
23 $2,000
Q4 2020

Feb 16, 2021
BUY
$77.7 - $88.69 $121,989 - $139,243
1,570 New
1,570 $139,000

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

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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