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 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-466- 5.64% |
$44.1K - $54.3K
|
7.8K
$1.12M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-486- 2.29% |
$46K - $56.6K
|
20.7K
$2.99M
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-488- 1.9% |
$46.2K - $56.8K
|
25.1K
$3.63M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-500- 10.16% |
$47.3K - $58.2K
|
4.42K
$637K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-502- 2.06% |
$47.5K - $58.5K
|
23.8K
$3.44M
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-506- 8.55% |
$47.9K - $58.9K
|
5.41K
$780K
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-510- 5.45% |
$48.3K - $59.4K
|
8.85K
$1.28M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-522- 11.39% |
$49.4K - $60.8K
|
4.06K
$586K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-543Closed |
$51.4K - $63.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-548Closed |
$51.8K - $63.8K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-551- 1.73% |
$52.1K - $64.2K
|
31.4K
$4.52M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-607- 2.34% |
$57.4K - $70.7K
|
25.4K
$3.66M
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-613- 16.43% |
$58K - $71.4K
|
3.12K
$450K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-634- 18.71% |
$60K - $73.8K
|
2.75K
$397K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-656- 2.67% |
$62.1K - $76.4K
|
24K
$3.45M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-691- 21.82% |
$65.4K - $80.5K
|
2.48K
$357K
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-691- 21.82% |
$65.4K - $80.5K
|
2.48K
$357K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-721- 1.64% |
$68.2K - $84K
|
43.3K
$6.24M
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-743- 20.94% |
$70.3K - $86.5K
|
2.81K
$404K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-900- 19.26% |
$85.1K - $105K
|
3.77K
$544K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-913- 15.52% |
$86.4K - $106K
|
4.97K
$717K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-928- 13.72% |
$87.8K - $108K
|
5.83K
$841K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-954Closed |
$90.3K - $111K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-984- 32.17% |
$93.1K - $115K
|
2.08K
$299K
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-990- 2.25% |
$93.7K - $115K
|
43.1K
$6.21M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 3.85% |
$94.9K - $117K
|
25.1K
$3.61M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.04K- 1.94% |
$98.7K - $121K
|
52.7K
$7.6M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.05K- 60.86% |
$98.9K - $122K
|
672
$96.9K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 10.66% |
$103K - $127K
|
9.11K
$1.31M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.26K- 32.46% |
$119K - $147K
|
2.63K
$379K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.28K- 7.8% |
$121K - $149K
|
15.2K
$2.19M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.3KClosed |
$123K - $151K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-1.42KClosed |
$134K - $165K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-1.46K- 22.77% |
$138K - $169K
|
4.94K
$712K
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$138K - $170K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.46K- 17.75% |
$138K - $170K
|
6.77K
$976K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.47K- 6.82% |
$139K - $171K
|
20.1K
$2.89M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.51K- 17.19% |
$143K - $176K
|
7.26K
$1.05M
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.68K- 7.07% |
$159K - $195K
|
22.1K
$3.18M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.69K- 10.49% |
$160K - $197K
|
14.4K
$2.08M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.75KClosed |
$165K - $204K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.78KClosed |
$168K - $207K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.79KClosed |
$169K - $208K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.8K- 1.2% |
$170K - $209K
|
148K
$21.4M
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.81KClosed |
$171K - $211K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.86K- 24.43% |
$176K - $216K
|
5.74K
$828K
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.86KClosed |
$176K - $217K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.87K- 0.64% |
$177K - $217K
|
290K
$41.9M
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.89K- 7.87% |
$179K - $220K
|
22.1K
$3.19M
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.92K- 7.2% |
$181K - $223K
|
24.7K
$3.56M
|