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 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
142+ 1.38% |
$11.3K - $12.6K
|
10.4K
$1.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
118New |
$9.42K - $10.5K
|
118
$17K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
116New |
$9.26K - $10.3K
|
116
$16.7K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
100New |
$7.98K - $8.88K
|
100
$14.4K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 2.27% |
$7.98K - $8.88K
|
4.5K
$649K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
90New |
$7.18K - $7.99K
|
90
$13K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
87New |
$6.94K - $7.72K
|
87
$12.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
83New |
$6.62K - $7.37K
|
83
$12K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
80+ 4.17% |
$6.38K - $7.1K
|
2K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77+ 23.19% |
$6.15K - $6.84K
|
409
$59K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
76+ 25.33% |
$6.07K - $6.75K
|
376
$54.2K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
74+ 0.82% |
$5.91K - $6.57K
|
9.13K
$1.32M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
72+ 1.82% |
$5.75K - $6.39K
|
4.03K
$581K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
65+ 4.55% |
$5.19K - $5.77K
|
1.5K
$216K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
61+ 0.07% |
$4.87K - $5.41K
|
88.4K
$12.8M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58New |
$4.63K - $5.15K
|
58
$8.36K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
57New |
$4.55K - $5.06K
|
57
$8.22K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
56+ 0.56% |
$4.47K - $4.97K
|
10.1K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
56+ 400.0% |
$4.47K - $4.97K
|
70
$10.1K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
50+ 0.17% |
$3.99K - $4.44K
|
29.2K
$4.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
49+ 0.49% |
$3.91K - $4.35K
|
10.1K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45New |
$3.59K - $3.99K
|
45
$6.49K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
39New |
$3.11K - $3.46K
|
39
$5.62K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
38+ 0.77% |
$3.03K - $3.37K
|
4.97K
$717K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35New |
$2.79K - $3.11K
|
35
$5.05K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
35+ 13.11% |
$2.79K - $3.11K
|
302
$43.5K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
32New |
$2.55K - $2.84K
|
32
$4.61K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
29+ 3.12% |
$2.31K - $2.57K
|
958
$138K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
28+ 1.02% |
$2.23K - $2.49K
|
2.78K
$401K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
26New |
$2.08K - $2.31K
|
26
$3.75K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 3.87% |
$2.08K - $2.31K
|
697
$101K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
24+ 0.31% |
$1.92K - $2.13K
|
7.89K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23+ 57.5% |
$1.84K - $2.04K
|
63
$9.08K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
21+ 0.19% |
$1.68K - $1.86K
|
11.2K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
20New |
$1.6K - $1.78K
|
20
$2.88K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
19+ 0.31% |
$1.52K - $1.69K
|
6.19K
$892K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
16+ 0.17% |
$1.28K - $1.42K
|
9.6K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
15+ 0.13% |
$1.2K - $1.33K
|
11.8K
$1.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
13+ 0.16% |
$1.04K - $1.15K
|
8.18K
$1.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12+ 0.19% |
$958 - $1.07K
|
6.43K
$927K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10+ 0.38% |
$798 - $888
|
2.67K
$384K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8+ 0.08% |
$638 - $710
|
10.4K
$1.49M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
8+ 0.3% |
$638 - $710
|
2.66K
$383K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.24% |
$559 - $621
|
2.87K
$414K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6+ 0.07% |
$479 - $533
|
9.22K
$1.33M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.3% |
$479 - $533
|
2.04K
$294K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.3% |
$399 - $444
|
1.65K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5+ 0.09% |
$399 - $444
|
5.78K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.07% |
$399 - $444
|
7.13K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5+ 0.19% |
$399 - $444
|
2.58K
$371K
|