Consilio Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Consilio Wealth Advisors, LLC

  • $242 Million
  • Q3 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 5,561 shares of IUSG stock, worth $801,840. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,561
Previous 5,556 0.09%
Holding current value
$801,840
Previous $708,000 3.53%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 07, 2024
BUY
$116.79 - $133.54 $583 - $667
5 Added 0.09%
5,561 $733,000
Q2 2024

Jul 12, 2024
BUY
$109.98 - $128.59 $659 - $771
6 Added 0.11%
5,556 $708,000
Q1 2024

Apr 18, 2024
BUY
$100.95 - $117.92 $504 - $589
5 Added 0.09%
5,550 $650,000
Q4 2023

Jan 11, 2024
SELL
$91.06 - $104.51 $2,913 - $3,344
-32 Reduced 0.57%
5,545 $577,000
Q3 2023

Oct 11, 2023
BUY
$94.27 - $100.74 $94 - $100
1 Added 0.02%
5,577 $528,000
Q2 2023

Jul 13, 2023
SELL
$87.77 - $97.64 $263 - $292
-3 Reduced 0.05%
5,576 $544,000
Q1 2023

Apr 06, 2023
SELL
$79.81 - $88.77 $46,928 - $52,196
-588 Reduced 9.53%
5,579 $495,000
Q4 2022

Jan 25, 2023
SELL
$78.88 - $88.47 $41,806 - $46,889
-530 Reduced 7.91%
6,167 $0
Q3 2022

Oct 20, 2022
SELL
$80.18 - $99.02 $24,935 - $30,795
-311 Reduced 4.44%
6,697 $537,000
Q2 2022

Jul 27, 2022
BUY
$80.61 - $107.49 $80 - $107
1 Added 0.01%
7,008 $587,000
Q1 2022

May 16, 2022
SELL
$94.61 - $116.48 $14,948 - $18,403
-158 Reduced 2.21%
7,007 $740,000
Q4 2021

Feb 14, 2022
BUY
$101.4 - $117.16 $726,531 - $839,451
7,165 New
7,165 $830,000

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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