Waldron Private Wealth LLC Ishares Core S&P U.S Growth Et Transaction History

Waldron Private Wealth LLC

$2.5 Billion
Q4 2025

A detailed history of Waldron Private Wealth LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Waldron Private Wealth LLC holds 164,420 shares of IUSG stock, worth $27.1 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

164,420

Previous 166,664 1.35%

Holding current value

$27.1 Million

Previous $27.4 Million 1.07%

% of portfolio

1.08%

Previous 1.12%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$161.21 - $171.97 $361,755 - $385,900	-2,244 Reduced 1.35%	164,420 $27.1 Million
Q3 2025 Oct 29, 2025	SELL	$148.97 - $165.88 $2.21 Million - $2.46 Million	-14,854 Reduced 8.18%	166,664 $27.4 Million
Q2 2025 Jul 31, 2025	BUY	$113.67 - $150.4 $20.6 Million - $27.3 Million	181,518 New	181,518 $27.3 Million

Others Institutions Holding IUSG

# of Institutions

907

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

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 Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.

Account

Waldron Private Wealth LLC Ishares Core S&P U.S Growth Et Transaction History