Purchases and Sales Made in Q1 2023 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 2023. 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, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-84.7K- 24.36% |
$6.76M - $7.52M
|
263K
$37.9M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-96.2K- 56.68% |
$7.68M - $8.54M
|
73.5K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-97.6K- 6.26% |
$7.79M - $8.67M
|
1.46M
$211M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-109K- 23.26% |
$8.7M - $9.68M
|
360K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-118K- 95.82% |
$9.46M - $10.5M
|
5.17K
$745K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-133K- 32.88% |
$10.6M - $11.8M
|
271K
$39.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-154K- 25.8% |
$12.3M - $13.7M
|
443K
$63.9M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-173K- 46.68% |
$13.8M - $15.4M
|
198K
$28.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-181K- 0.49% |
$14.4M - $16M
|
36.8M
$5.31B
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-213K- 77.31% |
$17M - $18.9M
|
62.5K
$9.01M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-226K- 68.24% |
$18M - $20.1M
|
105K
$15.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-279K- 29.73% |
$22.3M - $24.8M
|
660K
$95.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-515K- 34.21% |
$41.1M - $45.8M
|
991K
$143M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-575K- 99.05% |
$45.9M - $51.1M
|
5.53K
$797K
|