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

Peninsula Wealth, LLC

  • $581 Million
  • Q4 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 51,208 shares of IUSG stock, worth $6.66 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
51,208
Previous 48,120 6.42%
Holding current value
$6.66 Million
Previous $6.35 Million 12.42%
% of portfolio
1.23%
Previous 1.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$129.96 - $144.97 $401,316 - $447,667
3,088 Added 6.42%
51,208 $7.14 Million
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
824
Shares Held
117M
Call Options Held
2.7K
Put Options Held
100
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
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