Tanglewood Legacy Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Tanglewood Legacy Advisors, LLC

$228 Billion
Q1 2025

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 315,003 shares of IUSG stock, worth $39 Million. This represents 17.54% of its overall portfolio holdings.

Number of Shares

315,003

Previous 331,602 5.01%

Holding current value

$39 Million

Previous $46.2 Billion 13.37%

% of portfolio

17.54%

Previous 19.75%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$126.86 - $146.45 $2.11 Million - $2.43 Million	-16,599 Reduced 5.01%	315,003 $40 Billion
Q4 2024 Jan 30, 2025	SELL	$129.96 - $144.97 $25,732 - $28,704	-198 Reduced 0.06%	331,602 $46.2 Billion
Q3 2024 Oct 15, 2024	SELL	$116.79 - $133.54 $8,408 - $9,614	-72 Reduced 0.02%	331,800 $43.8 Billion
Q2 2024 Jul 17, 2024	BUY	$109.98 - $128.59 $2 Million - $2.34 Million	18,162 Added 5.79%	331,872 $42.3 Billion
Q1 2024 Apr 16, 2024	BUY	$100.95 - $117.92 $753,894 - $880,626	7,468 Added 2.44%	313,710 $36.8 Billion
Q4 2023 Jan 22, 2024	BUY	$91.06 - $104.51 $1.26 Million - $1.44 Million	13,785 Added 4.71%	306,242 $31.9 Billion
Q3 2023 Oct 18, 2023	BUY	$94.27 - $100.74 $59,767 - $63,869	634 Added 0.22%	292,457 $27.7 Billion
Q2 2023 Aug 01, 2023	BUY	$87.77 - $97.64 $266,557 - $296,532	3,037 Added 1.05%	291,823 $28.5 Billion
Q1 2023 Apr 17, 2023	BUY	$79.81 - $88.77 $149,643 - $166,443	1,875 Added 0.65%	288,786 $25.6 Billion
Q4 2022 Feb 13, 2023	BUY	$78.88 - $88.47 $22.6 Million - $25.4 Million	286,911 New	286,911 $23.4 Billion

Others Institutions Holding IUSG

# of Institutions

825

Shares Held

118M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Tanglewood Legacy Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History