Able Wealth Management LLC Has $4.92 Million Stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Rob Hiaasen on Nov 9th, 2024

Able Wealth Management LLC grew its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 37,284 shares of the company’s stock after purchasing an additional 119 shares during the period. iShares Core S&P U.S. Growth ETF makes up about 3.7% of Able Wealth Management LLC’s portfolio, making the stock its 7th biggest position. Able Wealth Management LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $4,918,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Quent Capital LLC increased its position in iShares Core S&P U.S. Growth ETF by 1.4% during the 1st quarter. Quent Capital LLC now owns 73,384 shares of the company’s stock worth $8,601,000 after purchasing an additional 1,028 shares in the last quarter. GSA Capital Partners LLP bought a new stake in shares of iShares Core S&P U.S. Growth ETF during the first quarter worth $434,000. Envestnet Portfolio Solutions Inc. acquired a new position in shares of iShares Core S&P U.S. Growth ETF during the first quarter worth $3,354,000. Oppenheimer & Co. Inc. lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 0.9% in the 1st quarter. Oppenheimer & Co. Inc. now owns 10,059 shares of the company’s stock valued at $1,179,000 after acquiring an additional 92 shares during the last quarter. Finally, Concurrent Investment Advisors LLC boosted its holdings in shares of iShares Core S&P U.S. Growth ETF by 23.3% during the 1st quarter. Concurrent Investment Advisors LLC now owns 84,900 shares of the company’s stock valued at $9,951,000 after acquiring an additional 16,068 shares in the last quarter.

iShares Core S&P U.S. Growth ETF Stock Up 0.4 %

Shares of IUSG stock opened at $139.34 on Friday. iShares Core S&P U.S. Growth ETF has a twelve month low of $95.98 and a twelve month high of $139.54. The stock’s fifty day simple moving average is $131.16 and its 200 day simple moving average is $126.33. The firm has a market capitalization of $20.78 billion, a P/E ratio of 27.75 and a beta of 1.06.

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

The company also recently declared a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were issued a dividend of $0.2513 per share. The ex-dividend date of this dividend was Wednesday, September 25th.

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