Kaizen Financial Strategies Ishares Core S&P U.S Growth Et Transaction History

Kaizen Financial Strategies

$165 Million
Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Kaizen Financial Strategies holds 5,565 shares of IUSG stock, worth $812,490. This represents 0.47% of its overall portfolio holdings.

Number of Shares

5,565

Previous 5,823 4.43%

Holding current value

$812,490

Previous $768,000 0.91%

% of portfolio

0.47%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$129.96 - $144.97 $33,529 - $37,402	-258 Reduced 4.43%	5,565 $775,000
Q3 2024 Nov 04, 2024	BUY	$116.79 - $133.54 $1,167 - $1,335	10 Added 0.17%	5,823 $768,000
Q2 2024 Aug 02, 2024	BUY	$109.98 - $128.59 $108,660 - $127,046	988 Added 20.48%	5,813 $741,000
Q1 2024 May 02, 2024	BUY	$100.95 - $117.92 $487,083 - $568,964	4,825 New	4,825 $565,000
Q2 2022 Jul 18, 2022	SELL	$80.61 - $107.49 $2,337 - $3,117	-29 Reduced 1.08%	2,645 $221,000
Q1 2022 May 06, 2022	BUY	$94.61 - $116.48 $473 - $582	5 Added 0.19%	2,674 $283,000
Q4 2021 Jan 26, 2022	BUY	$101.4 - $117.16 $811 - $937	8 Added 0.3%	2,669 $309,000
Q3 2021 Nov 12, 2021	BUY	$101.41 - $109.45 $269,852 - $291,246	2,661 New	2,661 $272,000

Others Institutions Holding IUSG

# of Institutions

816

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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Kaizen Financial Strategies Ishares Core S&P U.S Growth Et Transaction History