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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-858- 1.61% |
$68.5K - $76.2K
|
52.4K
$7.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-858- 21.31% |
$68.5K - $76.2K
|
3.17K
$457K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-938- 17.37% |
$74.9K - $83.3K
|
4.46K
$643K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-947- 2.47% |
$75.6K - $84.1K
|
37.3K
$5.38M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-983- 3.26% |
$78.5K - $87.3K
|
29.2K
$4.21M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.08K- 20.04% |
$85.8K - $95.4K
|
4.29K
$619K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 6.9% |
$101K - $112K
|
17.1K
$2.47M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.37K- 1.32% |
$109K - $122K
|
102K
$14.7M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.39K- 12.81% |
$111K - $123K
|
9.44K
$1.36M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.51K- 14.8% |
$120K - $134K
|
8.67K
$1.25M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.57K- 10.79% |
$125K - $139K
|
13K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.6K- 21.66% |
$128K - $142K
|
5.78K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.6K- 2.92% |
$128K - $142K
|
53.3K
$7.68M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.6K- 3.84% |
$128K - $142K
|
40.1K
$5.78M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 94.91% |
$132K - $147K
|
89
$12.8K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.7K- 8.87% |
$136K - $151K
|
17.5K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.94% |
$138K - $154K
|
57.1K
$8.24M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.76K- 1.07% |
$140K - $156K
|
162K
$23.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.91K- 1.8% |
$152K - $169K
|
104K
$15M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.93K- 42.04% |
$154K - $171K
|
2.66K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.98K- 9.82% |
$158K - $176K
|
18.2K
$2.63M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.23K- 30.15% |
$178K - $198K
|
5.17K
$746K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.25K- 3.91% |
$180K - $200K
|
55.4K
$7.99M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.46K- 65.77% |
$196K - $218K
|
1.28K
$185K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.51K- 8.72% |
$200K - $223K
|
26.3K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.55K- 97.7% |
$204K - $227K
|
60
$8.65K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.6K- 3.54% |
$207K - $231K
|
70.8K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 3.72% |
$211K - $235K
|
68.4K
$9.87M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.69K- 8.24% |
$214K - $239K
|
29.9K
$4.32M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3KClosed |
$239K - $266K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.06K- 25.05% |
$244K - $272K
|
9.17K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.28K- 4.85% |
$262K - $291K
|
64.4K
$9.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.42K- 82.94% |
$273K - $304K
|
704
$102K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.53K- 25.14% |
$282K - $314K
|
10.5K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.6K- 43.0% |
$288K - $320K
|
4.78K
$689K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-3.72K- 34.81% |
$297K - $330K
|
6.97K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.75K- 25.01% |
$299K - $333K
|
11.2K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.77K- 10.78% |
$301K - $334K
|
31.2K
$4.5M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.8K- 87.64% |
$303K - $337K
|
535
$77.1K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-3.84K- 29.49% |
$306K - $340K
|
9.17K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.88K- 2.08% |
$309K - $344K
|
183K
$26.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.1K- 19.53% |
$327K - $364K
|
16.9K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.11K- 42.42% |
$328K - $365K
|
5.58K
$805K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.19K- 4.78% |
$335K - $372K
|
83.5K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.38K- 2.24% |
$349K - $388K
|
191K
$27.6M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.52K- 58.18% |
$361K - $401K
|
3.25K
$469K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.93K- 31.31% |
$393K - $437K
|
10.8K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-5.14K- 1.48% |
$410K - $457K
|
343K
$49.5M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.41K- 11.22% |
$432K - $480K
|
42.8K
$6.17M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.44K- 11.7% |
$434K - $483K
|
41.1K
$5.92M
|