Connecticut Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History

Connecticut Wealth Management, LLC

$2.23 Billion
Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,122 shares of IUSG stock, worth $515,130. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,122

Previous 2,000 56.1%

Holding current value

$515,130

Previous $300,000 71.0%

% of portfolio

0.02%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$148.97 - $165.88 $167,144 - $186,117	1,122 Added 56.1%	3,122 $513,000
Q2 2024 Aug 13, 2024	SELL	$109.98 - $128.59 $5,059 - $5,915	-46 Reduced 2.25%	2,000 $254,000
Q1 2024 May 01, 2024	BUY	$100.95 - $117.92 $4,643 - $5,424	46 Added 2.3%	2,046 $239,000
Q4 2023 Feb 06, 2024	BUY	$91.06 - $104.51 $182,120 - $209,020	2,000 New	2,000 $208,000

Others Institutions Holding IUSG

# of Institutions

907

Shares Held

120M

Call Options Held

3.8K

Put Options Held

3.6K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Connecticut Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History