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

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Peninsula Wealth, LLC holds 48,120 shares of IUSG stock, worth $6.67 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
48,120
Previous 51,126 5.88%
Holding current value
$6.67 Million
Previous $6.52 Million 2.61%
% of portfolio
1.14%
Previous 1.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$116.79 - $133.54 $351,070 - $401,421
-3,006 Reduced 5.88%
48,120 $6.35 Million
Q2 2024

Aug 13, 2024
BUY
$109.98 - $128.59 $3.54 Million - $4.14 Million
32,199 Added 170.12%
51,126 $6.52 Million
Q1 2024

May 30, 2024
BUY
$100.95 - $117.92 $1.91 Million - $2.23 Million
18,927 New
18,927 $2.22 Million

Others Institutions Holding IUSG

# of Institutions
741
Shares Held
115M
Call Options Held
6.3K
Put Options Held
3.3K
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

Follow Peninsula Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email