iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Shares Bought by Wealth Enhancement Advisory Services LLC

Posted by Defense World Staff on Jun 29th, 2024

Wealth Enhancement Advisory Services LLC boosted its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 54.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 98,475 shares of the company’s stock after purchasing an additional 34,515 shares during the period. Wealth Enhancement Advisory Services LLC owned approximately 0.07% of iShares Core S&P U.S. Growth ETF worth $11,542,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Morgan Stanley grew its holdings in 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 valued at $1,055,936,000 after purchasing an additional 1,419,441 shares in the last quarter. Wells Fargo & Company MN grew its holdings in iShares Core S&P U.S. Growth ETF by 21.2% during the 4th quarter. Wells Fargo & Company MN now owns 1,230,828 shares of the company’s stock valued at $128,129,000 after purchasing an additional 215,364 shares in the last quarter. Facet Wealth Inc. grew its holdings in iShares Core S&P U.S. Growth ETF by 10.7% during the 4th quarter. Facet Wealth Inc. now owns 917,151 shares of the company’s stock worth $101,556,000 after acquiring an additional 88,634 shares in the last quarter. Raymond James & Associates increased its position in shares of iShares Core S&P U.S. Growth ETF by 21.5% in the 4th quarter. Raymond James & Associates now owns 779,012 shares of the company’s stock worth $81,095,000 after purchasing an additional 137,861 shares during the last quarter. Finally, Royal Bank of Canada raised its stake in shares of iShares Core S&P U.S. Growth ETF by 3.4% in the 3rd quarter. Royal Bank of Canada now owns 699,220 shares of the company’s stock valued at $66,308,000 after purchasing an additional 23,231 shares in the last quarter.

iShares Core S&P U.S. Growth ETF Stock Performance

Shares of IUSG stock opened at $127.48 on Friday. The stock has a market capitalization of $18.59 billion, a price-to-earnings ratio of 27.75 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a one year low of $90.71 and a one year high of $129.70. The company’s 50-day simple moving average is $120.69 and its 200-day simple moving average is $114.17.

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

The company also recently announced a quarterly dividend, which was paid on Monday, June 17th. Shareholders of record on Tuesday, June 11th were issued a dividend of $0.1445 per share. This represents a $0.58 dividend on an annualized basis and a yield of 0.45%. The ex-dividend date was Tuesday, June 11th.

iShares Core S&P U.S. Growth ETF Company Profile

(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.