Mark Sheptoff Financial Planning, LLC Ishares Core S&P U.S Growth Et Transaction History

Mark Sheptoff Financial Planning, LLC

$182 Million
Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 457 shares of IUSG stock, worth $58,048. This represents 0.03% of its overall portfolio holdings.

Number of Shares

457

Previous 457 -0.0%

Holding current value

$58,048

Previous $60,000 5.0%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$100.95 - $117.92 $12,618 - $14,740	125 Added 37.65%	457 $53,000
Q3 2023 Nov 09, 2023	BUY	$94.27 - $100.74 $2,828 - $3,022	30 Added 9.93%	332 $31,000
Q1 2023 May 11, 2023	BUY	$79.81 - $88.77 $2,793 - $3,106	35 Added 13.11%	302 $26,000
Q2 2022 Aug 11, 2022	BUY	$80.61 - $107.49 $9,028 - $12,038	112 Added 72.26%	267 $22,000
Q3 2021 Nov 10, 2021	BUY	$101.41 - $109.45 $15,718 - $16,964	155 New	155 $16,000

Others Institutions Holding IUSG

# of Institutions

823

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
Sector ETFs
Industry ETFs

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Mark Sheptoff Financial Planning, LLC Ishares Core S&P U.S Growth Et Transaction History