Org Wealth Partners, LLC Ishares Core S&P U.S Growth Et Transaction History

Org Wealth Partners, LLC

$269 Million
Q3 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Org Wealth Partners, LLC holds 4,882 shares of IUSG stock, worth $805,530. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,882

Previous 4,240 15.14%

Holding current value

$805,530

Previous $637,000 26.06%

% of portfolio

0.3%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$148.97 - $165.88 $95,638 - $106,494	642 Added 15.14%	4,882 $803,000
Q2 2025 Jul 16, 2025	SELL	$113.67 - $150.4 $568 - $752	-5 Reduced 0.12%	4,240 $637,000
Q1 2025 Apr 21, 2025	SELL	$126.86 - $146.45 $25,879 - $29,875	-204 Reduced 4.59%	4,245 $539,000
Q4 2024 Jan 10, 2025	SELL	$129.96 - $144.97 $2,859 - $3,189	-22 Reduced 0.49%	4,449 $619,000
Q3 2024 Oct 11, 2024	BUY	$116.79 - $133.54 $522,168 - $597,057	4,471 New	4,471 $590 Million

Others Institutions Holding IUSG

# of Institutions

906

Shares Held

121M

Call Options Held

3.8K

Put Options Held

3.6K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Org Wealth Partners, LLC Ishares Core S&P U.S Growth Et Transaction History