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 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
8+ 0.07% |
$757 - $932
|
11.9K
$1.71M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8+ 0.41% |
$757 - $932
|
1.97K
$284K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
8+ 0.19% |
$757 - $932
|
4.25K
$612K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6+ 0.08% |
$568 - $699
|
7.89K
$1.14M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.04% |
$473 - $582
|
11.6K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$473 - $582
|
2.64K
$380K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
5+ 0.19% |
$473 - $582
|
2.67K
$386K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$378 - $466
|
2.25K
$324K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.19% |
$378 - $466
|
2.07K
$299K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.14% |
$378 - $466
|
2.84K
$410K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.15% |
$378 - $466
|
2.64K
$380K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.1% |
$284 - $349
|
2.97K
$428K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.15% |
$284 - $349
|
1.99K
$287K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$284 - $349
|
2.01K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.18% |
$284 - $349
|
1.63K
$235K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.9% |
$189 - $233
|
107
$15.4K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.1% |
$189 - $233
|
2.08K
$300K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.2% |
$189 - $233
|
995
$143K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$94.6 - $116
|
7.11K
$1.03M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.01% |
$94.6 - $116
|
9.6K
$1.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$94.6 - $116
|
3.45K
$498K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$94.6 - $116
|
669
$96.5K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1- 0.02% |
$94.6 - $116
|
4.3K
$619K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 0.18% |
$94.6 - $116
|
540
$77.9K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$94.6 - $116
|
5.05K
$728K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 0.19% |
$378 - $466
|
2.13K
$307K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5Closed |
$473 - $582
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5- 0.24% |
$473 - $582
|
2.05K
$296K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7- 0.05% |
$662 - $815
|
13.3K
$1.92M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12- 0.08% |
$1.14K - $1.4K
|
14.4K
$2.08M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-12- 0.09% |
$1.14K - $1.4K
|
13.6K
$1.96M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-18Closed |
$1.7K - $2.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.32% |
$1.89K - $2.33K
|
6.24K
$900K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-22- 0.5% |
$2.08K - $2.56K
|
4.37K
$631K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-22- 2.09% |
$2.08K - $2.56K
|
1.03K
$149K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-23Closed |
$2.18K - $2.68K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-25Closed |
$2.37K - $2.91K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.52% |
$2.55K - $3.14K
|
5.21K
$751K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-32- 39.02% |
$3.03K - $3.73K
|
50
$7.21K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-34- 0.5% |
$3.22K - $3.96K
|
6.83K
$985K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-35Closed |
$3.31K - $4.08K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-36- 50.0% |
$3.41K - $4.19K
|
36
$5.19K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-37- 0.19% |
$3.5K - $4.31K
|
19.5K
$2.81M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-47Closed |
$4.45K - $5.47K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-55- 0.88% |
$5.2K - $6.41K
|
6.17K
$890K
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
SELL
|
- |
-59- 1.68% |
$5.58K - $6.87K
|
3.46K
$499K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-64Closed |
$6.06K - $7.45K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.08% |
$6.72K - $8.27K
|
3.34K
$482K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-75- 0.63% |
$7.1K - $8.74K
|
11.7K
$1.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-75Closed |
$7.1K - $8.74K
|
0
$0
|