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
|
True Private Wealth Advisors
|
BUY
|
- |
5+ 0.08% |
$399 - $444
|
6.22K
$897K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$399 - $444
|
5
$721
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.26% |
$239 - $266
|
1.14K
$165K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3+ 0.34% |
$239 - $266
|
877
$126K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.3% |
$239 - $266
|
1.01K
$145K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.23% |
$160 - $178
|
890
$128K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.03% |
$160 - $178
|
7.12K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1+ 0.0% |
$79.8 - $88.8
|
23.7K
$3.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$79.8 - $88.8
|
5.2K
$749K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$79.8 - $88.8
|
4.29K
$619K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
$79.8 - $88.8
|
310
$44.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.08% |
$79.8 - $88.8
|
1.28K
$184K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.07% |
$319 - $355
|
5.62K
$811K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6- 0.1% |
$479 - $533
|
5.81K
$837K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-15- 0.38% |
$1.2K - $1.33K
|
3.92K
$565K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 1.44% |
$1.44K - $1.6K
|
1.23K
$178K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19- 0.03% |
$1.52K - $1.69K
|
55.3K
$7.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 0.53% |
$1.68K - $1.86K
|
3.91K
$564K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-21- 0.59% |
$1.68K - $1.86K
|
3.54K
$510K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25- 3.33% |
$2K - $2.22K
|
726
$105K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-26- 46.43% |
$2.08K - $2.31K
|
30
$4.33K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-28- 0.1% |
$2.23K - $2.49K
|
28.8K
$4.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-32- 0.12% |
$2.55K - $2.84K
|
25.7K
$3.7M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-33- 11.58% |
$2.63K - $2.93K
|
252
$36.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-35- 1.12% |
$2.79K - $3.11K
|
3.1K
$447K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.89% |
$2.95K - $3.28K
|
4.12K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 8.57% |
$3.11K - $3.46K
|
416
$60K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-41- 1.28% |
$3.27K - $3.64K
|
3.16K
$455K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-50- 0.72% |
$3.99K - $4.44K
|
6.89K
$994K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-52- 0.43% |
$4.15K - $4.62K
|
12K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-53- 0.94% |
$4.23K - $4.7K
|
5.58K
$804K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-57- 12.18% |
$4.55K - $5.06K
|
411
$59.3K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-61- 1.63% |
$4.87K - $5.41K
|
3.69K
$531K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-62- 7.63% |
$4.95K - $5.5K
|
751
$108K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 2.47% |
$5.43K - $6.04K
|
2.69K
$388K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-68- 1.65% |
$5.43K - $6.04K
|
4.06K
$585K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-71- 10.47% |
$5.67K - $6.3K
|
607
$87.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-81- 27.84% |
$6.46K - $7.19K
|
210
$30.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-81- 10.27% |
$6.46K - $7.19K
|
708
$102K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-82- 2.65% |
$6.54K - $7.28K
|
3.01K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-108- 3.1% |
$8.62K - $9.59K
|
3.37K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-118- 1.81% |
$9.42K - $10.5K
|
6.39K
$921K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-121- 50.0% |
$9.66K - $10.7K
|
121
$17.4K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-131- 1.98% |
$10.5K - $11.6K
|
6.5K
$937K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-137Closed |
$10.9K - $12.2K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-169- 3.02% |
$13.5K - $15K
|
5.43K
$784K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-172- 50.0% |
$13.7K - $15.3K
|
172
$24.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-174- 5.26% |
$13.9K - $15.4K
|
3.14K
$452K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-175- 3.31% |
$14K - $15.5K
|
5.11K
$737K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-183- 3.65% |
$14.6K - $16.2K
|
4.83K
$697K
|