Tria Gen Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History

Tria Gen Wealth Management LLC

$277 Million
Q4 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 18,277 shares of IUSG stock, worth $2.54 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

18,277

Previous 18,296 0.1%

Holding current value

$2.54 Million

Previous $2.41 Million 5.51%

% of portfolio

0.92%

Previous 0.88%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$129.96 - $144.97 $2,469 - $2,754	-19 Reduced 0.1%	18,277 $2.55 Million
Q3 2024 Oct 18, 2024	SELL	$116.79 - $133.54 $3,503 - $4,006	-30 Reduced 0.16%	18,296 $2.41 Million
Q2 2024 Jul 18, 2024	SELL	$109.98 - $128.59 $62,468 - $73,039	-568 Reduced 3.01%	18,326 $2.34 Million
Q1 2024 Apr 23, 2024	SELL	$100.95 - $117.92 $49,263 - $57,544	-488 Reduced 2.52%	18,894 $2.21 Million
Q4 2023 Jan 22, 2024	BUY	$91.06 - $104.51 $26,043 - $29,889	286 Added 1.5%	19,382 $2.02 Million
Q3 2023 Oct 23, 2023	SELL	$94.27 - $100.74 $5,656 - $6,044	-60 Reduced 0.31%	19,096 $1.81 Million
Q1 2023 Apr 24, 2023	SELL	$79.81 - $88.77 $30,806 - $34,265	-386 Reduced 1.98%	19,156 $1.7 Million
Q4 2022 Feb 09, 2023	BUY	$78.88 - $88.47 $16,801 - $18,844	213 Added 1.1%	19,542 $1.59 Million
Q3 2022 Oct 21, 2022	SELL	$80.18 - $99.02 $12,267 - $15,150	-153 Reduced 0.79%	19,329 $1.55 Million
Q1 2022 Apr 29, 2022	SELL	$94.61 - $116.48 $3,500 - $4,309	-37 Reduced 0.19%	19,482 $2.06 Million
Q4 2021 Feb 09, 2022	SELL	$101.4 - $117.16 $21,294 - $24,603	-210 Reduced 1.06%	19,519 $2.26 Million
Q2 2021 Aug 02, 2021	SELL	$91.91 - $101.16 $28,400 - $31,258	-309 Reduced 1.54%	19,729 $2.06 Million
Q1 2021 Apr 26, 2021	SELL	$85.7 - $93.77 $19,025 - $20,816	-222 Reduced 1.1%	20,038 $1.82 Million
Q4 2020 Feb 02, 2021	BUY	$77.7 - $88.69 $1.57 Million - $1.8 Million	20,260 New	20,260 $1.8 Million

Others Institutions Holding IUSG

# of Institutions

819

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Account

Tria Gen Wealth Management LLC Ishares Core S&P U.S Growth Et Transaction History