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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,937 shares of IUSG stock, worth $1.31 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,937

Previous 6,959 14.05%

Holding current value

$1.31 Million

Previous $1.05 Billion 24.78%

% of portfolio

0.24%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$148.97 - $165.88 $145,692 - $162,230	978 Added 14.05%	7,937 $1.31 Billion
Q2 2025 Aug 11, 2025	BUY	$113.67 - $150.4 $198,922 - $263,200	1,750 Added 33.6%	6,959 $1.05 Billion
Q1 2025 May 06, 2025	BUY	$126.86 - $146.45 $254,734 - $294,071	2,008 Added 62.73%	5,209 $662 Million
Q4 2024 Jan 27, 2025	SELL	$129.96 - $144.97 $519 - $579	-4 Reduced 0.12%	3,201 $446 Million
Q1 2024 Sep 11, 2024	SELL	$100.95 - $117.92 $7,571 - $8,844	-75 Reduced 2.29%	3,205 $376 Million

Q4 2023 Sep 11, 2024	BUY	$91.06 - $104.51 $9,014 - $10,346	99 Added 3.11%	3,280 $341 Million
Q3 2023 Sep 11, 2024	BUY	$94.27 - $100.74 $299,872 - $320,453	3,181 New	3,181 $302 Million

Others Institutions Holding IUSG

# of Institutions

904

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