Vista Wealth Management Group, LLC Ishares Core S&P U.S Growth Et Transaction History

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,401 shares of IUSG stock, worth $396,165. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,401
Previous 2,393 0.33%
Holding current value
$396,165
Previous $333,000 8.41%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$126.86 - $146.45 $1,014 - $1,171
8 Added 0.33%
2,401 $305,000
Q1 2023

May 04, 2023
SELL
$79.81 - $88.77 $31,684 - $35,241
-397 Reduced 14.23%
2,393 $212,000
Q2 2021

Jul 27, 2021
BUY
$91.91 - $101.16 $256,428 - $282,236
2,790 New
2,790 $282,000

Others Institutions Holding IUSG

# of Institutions
913
Shares Held
120M
Call Options Held
3.8K
Put Options Held
3.6K
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 Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, 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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email