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

Hilltop Wealth Advisors, LLC

$198 Million
Q4 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 240,338 shares of IUSG stock, worth $31.8 Million. This represents 16.93% of its overall portfolio holdings.

Number of Shares

240,338

Previous 243,450 1.28%

Holding current value

$31.8 Million

Previous $32.1 Million 4.29%

% of portfolio

16.93%

Previous 14.98%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	SELL	$129.96 - $144.97 $404,435 - $451,146	-3,112 Reduced 1.28%	240,338 $33.5 Million
Q3 2024 Oct 09, 2024	SELL	$116.79 - $133.54 $597,964 - $683,724	-5,120 Reduced 2.06%	243,450 $32.1 Million
Q2 2024 Jul 03, 2024	BUY	$109.98 - $128.59 $398,787 - $466,267	3,626 Added 1.48%	248,570 $31.7 Million
Q1 2024 Apr 05, 2024	SELL	$100.95 - $117.92 $152,232 - $177,823	-1,508 Reduced 0.61%	244,944 $28.7 Million
Q4 2023 Jan 17, 2024	BUY	$91.06 - $104.51 $327,360 - $375,713	3,595 Added 1.48%	246,452 $25.7 Million
Q3 2023 Oct 16, 2023	SELL	$94.27 - $100.74 $628,592 - $671,734	-6,668 Reduced 2.67%	242,857 $23 Million
Q2 2023 Jul 19, 2023	BUY	$87.77 - $97.64 $536,713 - $597,068	6,115 Added 2.51%	249,525 $24.4 Million
Q1 2023 Apr 19, 2023	BUY	$79.81 - $88.77 $955,804 - $1.06 Million	11,976 Added 5.17%	243,410 $21.6 Million
Q4 2022 Feb 02, 2023	BUY	$78.88 - $88.47 $782,962 - $878,153	9,926 Added 4.48%	231,434 $18.9 Million
Q3 2022 Nov 10, 2022	BUY	$80.18 - $99.02 $872,518 - $1.08 Million	10,882 Added 5.17%	221,508 $17.8 Million
Q2 2022 Jul 15, 2022	BUY	$80.61 - $107.49 $17 Million - $22.6 Million	210,626 New	210,626 $17.6 Million

Others Institutions Holding IUSG

# of Institutions

820

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hilltop Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.

Account

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