iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Shares Sold by Stonebridge Financial Planning Group LLC

Posted by Denise Davis on Apr 30th, 2024

Stonebridge Financial Planning Group LLC cut its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 35,055 shares of the company’s stock after selling 2,411 shares during the quarter. iShares Core S&P U.S. Growth ETF comprises 2.1% of Stonebridge Financial Planning Group LLC’s holdings, making the stock its 8th largest position. Stonebridge Financial Planning Group LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $3,649,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. LPL Financial LLC raised its position in iShares Core S&P U.S. Growth ETF by 2.7% during the third quarter. LPL Financial LLC now owns 13,846,057 shares of the company’s stock worth $1,313,022,000 after acquiring an additional 364,461 shares during the period. Morgan Stanley raised its position in shares of iShares Core S&P U.S. Growth ETF by 14.6% during the 3rd quarter. Morgan Stanley now owns 11,135,043 shares of the company’s stock worth $1,055,936,000 after purchasing an additional 1,419,441 shares during the last quarter. J.P. Morgan Private Wealth Advisors LLC lifted its stake in iShares Core S&P U.S. Growth ETF by 2.5% in the 3rd quarter. J.P. Morgan Private Wealth Advisors LLC now owns 1,777,363 shares of the company’s stock valued at $168,547,000 after buying an additional 43,958 shares in the last quarter. Facet Wealth Inc. increased its stake in iShares Core S&P U.S. Growth ETF by 5.9% during the 3rd quarter. Facet Wealth Inc. now owns 828,517 shares of the company’s stock worth $76,522,000 after buying an additional 46,451 shares in the last quarter. Finally, Raymond James & Associates boosted its stake in shares of iShares Core S&P U.S. Growth ETF by 21.5% in the fourth quarter. Raymond James & Associates now owns 779,012 shares of the company’s stock worth $81,095,000 after acquiring an additional 137,861 shares during the last quarter.

iShares Core S&P U.S. Growth ETF Trading Down 1.9 %

IUSG traded down $2.17 on Tuesday, hitting $112.51. 308,256 shares of the company’s stock were exchanged, compared to its average volume of 517,504. The firm has a 50-day moving average price of $115.12 and a 200-day moving average price of $106.91. The stock has a market cap of $16.40 billion, a price-to-earnings ratio of 26.66 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a fifty-two week low of $87.70 and a fifty-two week high of $118.45.

iShares Core S&P U.S. Growth ETF Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Investors of record on Friday, March 22nd were given a dividend of $0.1667 per share. The ex-dividend date was Thursday, March 21st. This represents a $0.67 dividend on an annualized basis and a yield of 0.59%.

About iShares Core S&P U.S. Growth ETF

(Free Report)

The iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund that is based on the S&P 900 Growth index. The fund tracks an index of US large- and mid-cap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors. IUSG was launched on Jul 24, 2000 and is managed by BlackRock.