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

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 5,673 shares of IUSG stock, worth $827,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,673

Previous 6,467 12.28%

Holding current value

$827,066

Previous $824,000 9.22%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$116.79 - $133.54 $92,731 - $106,030	-794 Reduced 12.28%	5,673 $748,000
Q2 2024 Aug 08, 2024	BUY	$109.98 - $128.59 $31,674 - $37,033	288 Added 4.66%	6,467 $824,000
Q1 2024 May 06, 2024	BUY	$100.95 - $117.92 $4,542 - $5,306	45 Added 0.73%	6,179 $724,000
Q4 2023 Feb 06, 2024	SELL	$91.06 - $104.51 $118,104 - $135,549	-1,297 Reduced 17.45%	6,134 $638,000
Q3 2023 Nov 06, 2023	BUY	$94.27 - $100.74 $496,143 - $530,194	5,263 Added 242.76%	7,431 $704,000
Q2 2023 Jul 31, 2023	BUY	$87.77 - $97.64 $190,285 - $211,683	2,168 New	2,168 $211,000
Q3 2022 Nov 14, 2022	BUY	$80.18 - $99.02 $274,375 - $338,846	3,422 New	3,422 $274,000

Others Institutions Holding IUSG

# of Institutions

761

Shares Held

116M

Call Options Held

6.3K

Put Options Held

3.3K

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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

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