Crestwood Advisors Group LLC Ishares Core S&P U.S Growth Et Transaction History

Crestwood Advisors Group LLC

$5.16 Billion
Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 6,450 shares of IUSG stock, worth $914,416. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,450

Previous 6,300 2.38%

Holding current value

$914,416

Previous $831,000 8.06%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$129.96 - $144.97 $19,494 - $21,745	150 Added 2.38%	6,450 $898,000
Q3 2024 Oct 30, 2024	SELL	$116.79 - $133.54 $6,306 - $7,211	-54 Reduced 0.85%	6,300 $831,000
Q2 2024 Aug 01, 2024	BUY	$109.98 - $128.59 $34,203 - $39,991	311 Added 5.15%	6,354 $810,000
Q1 2024 May 08, 2024	BUY	$100.95 - $117.92 $53,806 - $62,851	533 Added 9.67%	6,043 $708,000
Q4 2023 Jan 29, 2024	BUY	$91.06 - $104.51 $17,938 - $20,588	197 Added 3.71%	5,510 $573,000
Q3 2023 Nov 15, 2023	BUY	$94.27 - $100.74 $500,856 - $535,231	5,313 New	5,313 $503,000

Others Institutions Holding IUSG

# of Institutions

818

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Industry ETFs

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Crestwood Advisors Group LLC Ishares Core S&P U.S Growth Et Transaction History