Purchases and Sales Made in Q1 2022 in Ishares Core S&P U.S Growth Et (IUSG)
This table provides information about the institutional ownership of Ishares Core S&P U.S Growth Et (IUSG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S GROWTH ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28M+ 4.34% |
$121M - $149M
|
30.7M
$4.43B
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
958K+ 16.57% |
$90.7M - $112M
|
6.74M
$972M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
672K+ 3363.33% |
$63.6M - $78.3M
|
692K
$99.7M
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
322K+ 128.24% |
$30.5M - $37.6M
|
574K
$82.7M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
278KNew |
$26.3M - $32.4M
|
278K
$40.1M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
201K+ 1756.57% |
$19M - $23.4M
|
213K
$30.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
185K+ 846.42% |
$17.5M - $21.6M
|
207K
$29.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
119K+ 109.29% |
$11.3M - $13.9M
|
229K
$33M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
115K+ 6.72% |
$10.9M - $13.4M
|
1.83M
$264M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
115K+ 9.1% |
$10.9M - $13.4M
|
1.38M
$199M
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
78.2K+ 23.31% |
$7.4M - $9.11M
|
414K
$59.6M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.4K+ 8.89% |
$6.94M - $8.55M
|
899K
$130M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.4K+ 15.11% |
$6.47M - $7.96M
|
521K
$75M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57.3K+ 462.33% |
$5.42M - $6.68M
|
69.7K
$10M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.2K+ 4.4% |
$4.84M - $5.96M
|
1.21M
$175M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.4K+ 10.31% |
$4.77M - $5.87M
|
539K
$77.7M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
48.8K+ 149.03% |
$4.62M - $5.68M
|
81.5K
$11.8M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
46.9KNew |
$4.44M - $5.47M
|
46.9K
$6.77M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
42K+ 33.18% |
$3.97M - $4.89M
|
168K
$24.3M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
37.3K+ 128.91% |
$3.53M - $4.34M
|
66.2K
$9.55M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36K+ 5.8% |
$3.41M - $4.2M
|
657K
$94.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
36KNew |
$3.41M - $4.2M
|
36K
$5.19M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
35KNew |
$3.32M - $4.08M
|
35K
$5.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
34.5KNew |
$3.26M - $4.02M
|
34.5K
$4.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
33.2K+ 67.53% |
$3.14M - $3.86M
|
82.3K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28KNew |
$2.65M - $3.27M
|
28K
$4.04M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.2KNew |
$2.57M - $3.16M
|
27.2K
$3.92M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
26.1K+ 53.93% |
$2.47M - $3.04M
|
74.5K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.7K+ 20.4% |
$2.43M - $2.99M
|
152K
$21.9M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
25.4K+ 13.04% |
$2.4M - $2.96M
|
220K
$31.8M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
25.2K+ 28.73% |
$2.39M - $2.94M
|
113K
$16.3M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
23.5K+ 33.64% |
$2.22M - $2.73M
|
93.2K
$13.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4K+ 15.2% |
$2.21M - $2.73M
|
177K
$25.6M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.7K+ 5.75% |
$2.15M - $2.64M
|
418K
$60.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
20.7K+ 408.35% |
$1.96M - $2.41M
|
25.8K
$3.71M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
20.4KNew |
$1.93M - $2.37M
|
20.4K
$2.94M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
20.3KNew |
$1.93M - $2.37M
|
20.3K
$2.93M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.8KNew |
$1.87M - $2.3M
|
19.8K
$2.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
17.6K+ 8.92% |
$1.66M - $2.05M
|
215K
$30.9M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.5K+ 3.5% |
$1.66M - $2.04M
|
519K
$74.7M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17K+ 3.87% |
$1.6M - $1.97M
|
455K
$65.6M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.5K+ 911.52% |
$1.56M - $1.92M
|
18.3K
$2.63M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16.3K+ 44.16% |
$1.54M - $1.89M
|
53.1K
$7.65M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
15.9K+ 8.6% |
$1.51M - $1.85M
|
201K
$29M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
14.8K+ 47.68% |
$1.4M - $1.73M
|
46K
$6.63M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
14.8K+ 63.68% |
$1.4M - $1.72M
|
38K
$5.48M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14K+ 4.93% |
$1.33M - $1.63M
|
299K
$43.1M
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
14KNew |
$1.32M - $1.63M
|
14K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.8K+ 8.73% |
$1.31M - $1.61M
|
172K
$24.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13.4K+ 3.83% |
$1.27M - $1.56M
|
364K
$52.5M
|