Financial Advocates Investment Management Ishares Core S&P U.S Growth Et Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Financial Advocates Investment Management holds 146,093 shares of IUSG stock, worth $21.3 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

146,093

Previous 2,000 7204.65%

Holding current value

$21.3 Million

Previous $263,000 7640.68%

% of portfolio

1.19%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$129.96 - $144.97 $385,461 - $429,981	2,966 Added 2.07%	146,093 $20.4 Million
Q3 2024 Oct 25, 2024	BUY	$116.79 - $133.54 $2.05 Million - $2.34 Million	17,519 Added 13.95%	143,127 $18.9 Million
Q2 2024 Jul 26, 2024	BUY	$109.98 - $128.59 $377,231 - $441,063	3,430 Added 2.81%	125,608 $16 Million
Q1 2024 May 01, 2024	BUY	$100.95 - $117.92 $278,521 - $325,341	2,759 Added 2.31%	122,178 $14.3 Million
Q4 2023 Feb 08, 2024	BUY	$91.06 - $104.51 $98,162 - $112,661	1,078 Added 0.91%	119,419 $12.4 Million
Q3 2023 Oct 27, 2023	SELL	$94.27 - $100.74 $6.14 Million - $6.56 Million	-65,112 Reduced 35.49%	118,341 $11.2 Million
Q2 2023 Aug 07, 2023	BUY	$87.77 - $97.64 $7.12 Million - $7.92 Million	81,150 Added 79.32%	183,453 $17.9 Million
Q1 2023 May 11, 2023	BUY	$79.81 - $88.77 $646,860 - $719,480	8,105 Added 8.6%	102,303 $9.08 Million
Q4 2022 Feb 14, 2023	BUY	$78.88 - $88.47 $1.22 Million - $1.37 Million	15,435 Added 19.6%	94,198 $7.68 Million
Q3 2022 Nov 14, 2022	BUY	$80.18 - $99.02 $1.06 Million - $1.31 Million	13,271 Added 20.26%	78,763 $6.31 Million
Q2 2022 Aug 12, 2022	SELL	$80.61 - $107.49 $1.19 Million - $1.58 Million	-14,719 Reduced 18.35%	65,492 $5.48 Million
Q1 2022 May 11, 2022	BUY	$94.61 - $116.48 $825,661 - $1.02 Million	8,727 Added 12.21%	80,211 $8.48 Million
Q4 2021 Feb 14, 2022	BUY	$101.4 - $117.16 $839,389 - $969,850	8,278 Added 13.1%	71,484 $8.27 Million
Q3 2021 Nov 04, 2021	BUY	$101.41 - $109.45 $707,740 - $763,851	6,979 Added 12.41%	63,206 $6.47 Million
Q2 2021 Aug 03, 2021	BUY	$91.91 - $101.16 $1.15 Million - $1.27 Million	12,506 Added 28.6%	56,227 $5.37 Million
Q1 2021 May 10, 2021	BUY	$85.7 - $93.77 $156,573 - $171,317	1,827 Added 4.36%	43,721 $3.96 Million
Q4 2020 Feb 12, 2021	BUY	$77.7 - $88.69 $363,092 - $414,448	4,673 Added 12.55%	41,894 $3.72 Million
Q3 2020 Nov 04, 2020	BUY	$72.62 - $86.26 $251,991 - $299,322	3,470 Added 10.28%	37,221 $2.98 Million
Q2 2020 Aug 14, 2020	BUY	$54.68 - $72.85 $42,595 - $56,750	779 Added 2.36%	33,751 $2.43 Million
Q1 2020 Apr 29, 2020	BUY	$49.63 - $73.36 $274,900 - $406,341	5,539 Added 20.19%	32,972 $1.88 Million
Q4 2019 Feb 13, 2020	BUY	$61.11 - $67.92 $236,129 - $262,442	3,864 Added 16.39%	27,433 $1.86 Million
Q3 2019 Nov 13, 2019	BUY	$60.87 - $64.7 $383,724 - $407,868	6,304 Added 36.51%	23,569 $1.48 Million
Q2 2019 Aug 08, 2019	BUY	$58.69 - $63.27 $124,716 - $134,448	2,125 Added 14.04%	17,265 $1.08 Million
Q1 2019 May 16, 2019	BUY	$51.25 - $60.61 $110,751 - $130,978	2,161 Added 16.65%	15,140 $914,000
Q4 2018 Feb 14, 2019	SELL	$49.22 - $62.28 $546,834 - $691,930	-11,110 Reduced 46.12%	12,979 $683,000
Q3 2018 Nov 14, 2018	BUY	$57.11 - $62.15 $200,570 - $218,270	3,512 Added 17.07%	24,089 $0
Q2 2018 Aug 09, 2018	BUY	$53.25 - $59.11 $255,387 - $283,491	4,796 Added 30.39%	20,577 $1.18 Million
Q1 2018 May 11, 2018	BUY	$52.59 - $58.35 $220,089 - $244,194	4,185 Added 36.09%	15,781 $862,000
Q4 2017 Feb 15, 2018	BUY	$50.63 - $54.5 $587,105 - $631,982	11,596	11,596 $624,000

Others Institutions Holding IUSG

# of Institutions

816

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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Financial Advocates Investment Management Ishares Core S&P U.S Growth Et Transaction History