Beaumont Financial Advisors LLC Has $652,000 Stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Don Miller on Jan 23rd, 2025

Beaumont Financial Advisors LLC reduced its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 2.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,679 shares of the company’s stock after selling 122 shares during the period. Beaumont Financial Advisors LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $652,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Mogy Joel R Investment Counsel Inc. increased its holdings in iShares Core S&P U.S. Growth ETF by 316.7% in the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 250 shares of the company’s stock valued at $35,000 after purchasing an additional 190 shares during the last quarter. Ballentine Partners LLC bought a new stake in shares of iShares Core S&P U.S. Growth ETF in the 4th quarter valued at about $1,206,000. Leonard Rickey Investment Advisors P.L.L.C. increased its stake in shares of iShares Core S&P U.S. Growth ETF by 2.7% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 4,995 shares of the company’s stock valued at $696,000 after acquiring an additional 130 shares during the last quarter. Hoese & Co LLP acquired a new stake in shares of iShares Core S&P U.S. Growth ETF in the 4th quarter valued at approximately $46,000. Finally, Amplius Wealth Advisors LLC boosted its stake in iShares Core S&P U.S. Growth ETF by 1.1% during the 4th quarter. Amplius Wealth Advisors LLC now owns 119,827 shares of the company’s stock worth $16,696,000 after acquiring an additional 1,259 shares during the last quarter.

iShares Core S&P U.S. Growth ETF Stock Up 1.1 %

Shares of NASDAQ IUSG opened at $145.72 on Thursday. iShares Core S&P U.S. Growth ETF has a twelve month low of $106.80 and a twelve month high of $146.20. The company’s fifty day moving average is $140.71 and its 200-day moving average is $133.36. The stock has a market cap of $22.00 billion, a price-to-earnings ratio of 27.75 and a beta of 1.06.

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

The firm also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a dividend of $0.254 per share. The ex-dividend date of this dividend was Tuesday, December 17th. This is a boost from iShares Core S&P U.S. Growth ETF’s previous dividend of $0.25.

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.