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

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Iht Wealth Management, LLC holds 77,374 shares of IUSG stock, worth $10.8 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

77,374

Previous 71,988 7.48%

Holding current value

$10.8 Million

Previous $9.5 Million 13.55%

% of portfolio

0.36%

Previous 0.28%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$129.96 - $144.97 $699,964 - $780,808	5,386 Added 7.48%	77,374 $10.8 Million
Q3 2024 Nov 14, 2024	BUY	$116.79 - $133.54 $391,363 - $447,492	3,351 Added 4.88%	71,988 $9.5 Million
Q2 2024 Aug 14, 2024	BUY	$109.98 - $128.59 $397,577 - $464,852	3,615 Added 5.56%	68,637 $8.75 Million
Q1 2024 May 15, 2024	SELL	$100.95 - $117.92 $185,848 - $217,090	-1,841 Reduced 2.75%	65,022 $7.62 Million
Q4 2023 Feb 14, 2024	BUY	$91.06 - $104.51 $30,960 - $35,533	340 Added 0.51%	66,863 $6.96 Million
Q3 2023 Nov 14, 2023	SELL	$94.27 - $100.74 $70,608 - $75,454	-749 Reduced 1.11%	66,523 $6.31 Million
Q2 2023 Aug 14, 2023	SELL	$87.77 - $97.64 $102,515 - $114,043	-1,168 Reduced 1.71%	67,272 $6.57 Million
Q1 2023 May 15, 2023	SELL	$79.81 - $88.77 $211,097 - $234,796	-2,645 Reduced 3.72%	68,440 $6.08 Million
Q4 2022 Feb 14, 2023	BUY	$78.88 - $88.47 $84,322 - $94,574	1,069 Added 1.53%	71,085 $5.79 Million
Q3 2022 Nov 22, 2022	BUY	$80.18 - $99.02 $127,406 - $157,342	1,589 Added 2.32%	70,016 $5.61 Million
Q2 2022 Aug 15, 2022	SELL	$80.61 - $107.49 $318,006 - $424,048	-3,945 Reduced 5.45%	68,427 $5.73 Million
Q1 2022 May 16, 2022	SELL	$94.61 - $116.48 $898,227 - $1.11 Million	-9,494 Reduced 11.6%	72,372 $7.65 Million
Q4 2021 Feb 14, 2022	SELL	$101.4 - $117.16 $14,905 - $17,222	-147 Reduced 0.18%	81,866 $9.47 Million
Q3 2021 Nov 15, 2021	SELL	$101.41 - $109.45 $1.29 Million - $1.39 Million	-12,717 Reduced 13.42%	82,013 $8.4 Million
Q2 2021 Aug 16, 2021	SELL	$91.91 - $101.16 $132,258 - $145,569	-1,439 Reduced 1.5%	94,730 $9.57 Million
Q1 2021 May 18, 2021	BUY	$85.7 - $93.77 $198,824 - $217,546	2,320 Added 2.47%	96,169 $8.73 Million
Q4 2020 Feb 17, 2021	SELL	$77.7 - $88.69 $331,312 - $378,174	-4,264 Reduced 4.35%	93,849 $8.32 Million
Q3 2020 Nov 19, 2020	BUY	$72.62 - $86.26 $255,404 - $303,376	3,517 Added 3.72%	98,113 $7.85 Million
Q2 2020 Aug 14, 2020	SELL	$54.68 - $72.85 $488,292 - $650,550	-8,930 Reduced 8.63%	94,596 $6.8 Million
Q1 2020 May 13, 2020	SELL	$49.63 - $73.36 $6.84 Million - $10.1 Million	-137,731 Reduced 57.09%	103,526 $5.91 Million
Q4 2019 Feb 18, 2020	BUY	$61.11 - $67.92 $1.59 Million - $1.77 Million	26,015 Added 12.09%	241,257 $16.3 Million
Q3 2019 Nov 15, 2019	BUY	$60.87 - $64.7 $3.25 Million - $3.45 Million	53,346 Added 32.95%	215,242 $13.5 Million
Q2 2019 Aug 12, 2019	BUY	$58.69 - $63.27 $968,971 - $1.04 Million	16,510 Added 11.36%	161,896 $10.1 Million
Q1 2019 May 16, 2019	BUY	$51.25 - $60.61 $903,127 - $1.07 Million	17,622 Added 13.79%	145,386 $8.77 Million
Q4 2018 Feb 15, 2019	BUY	$49.22 - $62.28 $812,080 - $1.03 Million	16,499 Added 14.83%	127,764 $6.73 Million
Q3 2018 Nov 14, 2018	BUY	$57.11 - $62.15 $2.27 Million - $2.47 Million	39,722 Added 55.52%	111,265 $6.91 Million
Q2 2018 Aug 13, 2018	BUY	$53.25 - $59.11 $595,175 - $660,672	11,177 Added 18.52%	71,543 $4.09 Million
Q1 2018 May 15, 2018	BUY	$52.59 - $58.35 $1.02 Million - $1.14 Million	19,459 Added 47.57%	60,366 $3.21 Million
Q4 2017 Feb 14, 2018	BUY	$50.63 - $54.5 $288,034 - $310,050	5,689 Added 16.15%	40,907 $2.27 Million
Q3 2017 Nov 14, 2017	BUY	$49.89 - $50.48 $1.76 Million - $1.78 Million	35,218	35,218 $1.8 Million

Others Institutions Holding IUSG

# of Institutions

819

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