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 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
10.5K+ 9.11% |
$836K - $930K
|
125K
$18.1M
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.3K+ 9.5% |
$821K - $913K
|
119K
$17.1M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.79KNew |
$781K - $869K
|
9.79K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.47K+ 106.48% |
$756K - $840K
|
18.4K
$2.65M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.41K+ 17.97% |
$751K - $835K
|
61.8K
$8.91M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.07K+ 62.7% |
$724K - $805K
|
23.5K
$3.39M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.96K+ 12.49% |
$715K - $796K
|
80.7K
$11.6M
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
8.68K+ 92.59% |
$693K - $770K
|
18K
$2.6M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.63KNew |
$688K - $766K
|
8.63K
$1.24M
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
8.2K+ 9.3% |
$654K - $728K
|
96.3K
$13.9M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.13K+ 8.37% |
$649K - $722K
|
105K
$15.2M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.13K+ 8.37% |
$649K - $722K
|
105K
$15.2M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.11K+ 8.6% |
$647K - $719K
|
102K
$14.8M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.87KNew |
$628K - $699K
|
7.87K
$1.13M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.8KNew |
$622K - $692K
|
7.8K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.77K+ 17.16% |
$620K - $690K
|
53.1K
$7.65M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.4K+ 4328.07% |
$591K - $657K
|
7.57K
$1.09M
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
7.35K+ 8.91% |
$586K - $652K
|
89.8K
$12.9M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.22KNew |
$576K - $641K
|
7.22K
$1.04M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.11K+ 1607.69% |
$567K - $631K
|
7.55K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.74KNew |
$538K - $598K
|
6.74K
$972K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
6.62K+ 28.56% |
$528K - $587K
|
29.8K
$4.29M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.57K+ 312.02% |
$524K - $583K
|
8.67K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.53KNew |
$521K - $580K
|
6.53K
$942K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.52KNew |
$521K - $579K
|
6.52K
$940K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
6.29KNew |
$502K - $558K
|
6.29K
$907K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.23KNew |
$498K - $553K
|
6.23K
$899K
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
6.19KNew |
$494K - $550K
|
6.19K
$893K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.15K+ 3358.47% |
$491K - $546K
|
6.33K
$913K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.13KNew |
$489K - $544K
|
6.13K
$884K
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.08K+ 176.69% |
$485K - $540K
|
9.52K
$1.37M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.88K+ 12.1% |
$469K - $522K
|
54.4K
$7.85M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
5.84KNew |
$466K - $518K
|
5.84K
$841K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.82K+ 12.12% |
$465K - $517K
|
53.9K
$7.77M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.77K+ 51.0% |
$460K - $512K
|
17.1K
$2.46M
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.68KNew |
$454K - $504K
|
5.68K
$819K
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
5.35KNew |
$427K - $475K
|
5.35K
$772K
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.34K+ 1.74% |
$426K - $474K
|
312K
$44.9M
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.3K+ 2.61% |
$423K - $470K
|
208K
$30M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.74K+ 40.16% |
$379K - $421K
|
16.6K
$2.39M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.66K+ 128.76% |
$372K - $414K
|
8.28K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.26K+ 34.97% |
$340K - $378K
|
16.5K
$2.37M
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.25KNew |
$339K - $377K
|
4.25K
$613K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4KNew |
$319K - $355K
|
4K
$577K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.96K+ 1.28% |
$316K - $351K
|
314K
$45.3M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.88K+ 16.82% |
$310K - $345K
|
27K
$3.89M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.72K+ 11.94% |
$297K - $331K
|
34.9K
$5.03M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.69K+ 5.49% |
$294K - $327K
|
70.8K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 16.89% |
$290K - $322K
|
25.1K
$3.62M
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.4KNew |
$271K - $302K
|
3.4K
$490K
|