iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Shares Sold by Charles Schwab Trust Co

Posted by Anthony Miller on Jan 21st, 2025

Charles Schwab Trust Co cut its position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 9.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 232,863 shares of the company’s stock after selling 23,107 shares during the quarter. iShares Core S&P U.S. Growth ETF comprises about 2.8% of Charles Schwab Trust Co’s portfolio, making the stock its 9th biggest holding. Charles Schwab Trust Co owned approximately 0.15% of iShares Core S&P U.S. Growth ETF worth $32,449,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kestra Investment Management LLC acquired a new stake in shares of iShares Core S&P U.S. Growth ETF in the second quarter valued at approximately $96,472,000. Benjamin Edwards Inc. grew its holdings in shares of iShares Core S&P U.S. Growth ETF by 10,090.9% during the 3rd quarter. Benjamin Edwards Inc. now owns 599,022 shares of the company’s stock worth $79,018,000 after purchasing an additional 593,144 shares in the last quarter. Sanctuary Advisors LLC bought a new position in shares of iShares Core S&P U.S. Growth ETF in the second quarter worth $23,807,000. LPL Financial LLC increased its position in shares of iShares Core S&P U.S. Growth ETF by 0.6% in the third quarter. LPL Financial LLC now owns 14,877,167 shares of the company’s stock worth $1,962,447,000 after purchasing an additional 91,725 shares during the period. Finally, Goldstone Financial Group LLC acquired a new position in iShares Core S&P U.S. Growth ETF in the third quarter valued at about $12,079,000.

iShares Core S&P U.S. Growth ETF Stock Up 1.3 %

Shares of iShares Core S&P U.S. Growth ETF stock opened at $142.60 on Tuesday. iShares Core S&P U.S. Growth ETF has a 12-month low of $104.61 and a 12-month high of $145.11. The company has a market capitalization of $21.54 billion, a price-to-earnings ratio of 27.75 and a beta of 1.06. The firm’s 50-day moving average price is $140.47 and its two-hundred day moving average price is $133.18.

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

The company also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a dividend of $0.254 per share. This is a positive change from iShares Core S&P U.S. Growth ETF’s previous dividend of $0.25. The ex-dividend date of this dividend was Tuesday, December 17th.

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.