Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
623K+ 47.67% |
$62.9M - $73.4M
|
1.93M
$278M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
427K+ 1539.18% |
$43.1M - $50.4M
|
455K
$65.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
338K+ 1230.73% |
$34.1M - $39.8M
|
365K
$52.6M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
288KNew |
$29.1M - $34M
|
288K
$41.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 2.05% |
$23.3M - $27.3M
|
11.5M
$1.66B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 2.05% |
$23.3M - $27.3M
|
11.5M
$1.66B
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
231K+ 4491.27% |
$23.3M - $27.2M
|
236K
$34M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
136KNew |
$13.7M - $16M
|
136K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 0.32% |
$11.5M - $13.5M
|
36.3M
$5.24B
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
107K+ 95.05% |
$10.8M - $12.6M
|
219K
$31.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
96K+ 3127.96% |
$9.69M - $11.3M
|
99.1K
$14.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
77.6K+ 45.86% |
$7.84M - $9.16M
|
247K
$35.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
73.9K+ 49.44% |
$7.46M - $8.71M
|
223K
$32.2M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
69.8KNew |
$7.05M - $8.24M
|
69.8K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
54.4KNew |
$5.5M - $6.42M
|
54.4K
$7.85M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
53.6K+ 5.84% |
$5.41M - $6.32M
|
971K
$140M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
49.4K+ 787.52% |
$4.99M - $5.83M
|
55.7K
$8.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48.1KNew |
$4.86M - $5.68M
|
48.1K
$6.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.9K+ 3.37% |
$4.33M - $5.06M
|
1.32M
$190M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
42.4K+ 5859.2% |
$4.28M - $5M
|
43.1K
$6.21M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
41.6K+ 28.96% |
$4.2M - $4.91M
|
185K
$26.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
35.7K+ 18.83% |
$3.61M - $4.21M
|
225K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.6K+ 6.61% |
$3.49M - $4.08M
|
557K
$80.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.5K+ 53.96% |
$3.48M - $4.07M
|
98.5K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
33.3K+ 116.88% |
$3.37M - $3.93M
|
61.9K
$8.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30K+ 38.17% |
$3.02M - $3.53M
|
108K
$15.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.6KNew |
$2.89M - $3.37M
|
28.6K
$4.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27KNew |
$2.72M - $3.18M
|
27K
$3.89M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
25.3K+ 47.19% |
$2.55M - $2.98M
|
78.9K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.5K+ 4.11% |
$2.48M - $2.89M
|
622K
$89.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
22.6K+ 77.15% |
$2.28M - $2.66M
|
51.8K
$7.48M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
22.6KNew |
$2.28M - $2.66M
|
22.6K
$3.25M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.4K+ 34.61% |
$2.16M - $2.52M
|
83.3K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.4K+ 1.0% |
$2.16M - $2.52M
|
2.15M
$310M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
18.9KNew |
$1.91M - $2.23M
|
18.9K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.6K+ 159.47% |
$1.88M - $2.2M
|
30.3K
$4.37M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 54.18% |
$1.87M - $2.18M
|
52.6K
$7.59M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18.3K+ 9.63% |
$1.85M - $2.16M
|
208K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
16.9K+ 333.98% |
$1.71M - $1.99M
|
22K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.1K+ 23.34% |
$1.62M - $1.89M
|
84.9K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 36.07% |
$1.57M - $1.83M
|
58.7K
$8.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15.5K+ 6.05% |
$1.56M - $1.83M
|
271K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15K+ 1171.64% |
$1.51M - $1.77M
|
16.3K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.9K+ 3.42% |
$1.51M - $1.76M
|
451K
$65.1M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14KNew |
$1.41M - $1.64M
|
14K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.1K+ 5.51% |
$1.33M - $1.55M
|
252K
$36.3M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9K+ 83.06% |
$1.31M - $1.52M
|
28.5K
$4.11M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.9K+ 141.23% |
$1.3M - $1.52M
|
22K
$3.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12.4K+ 7.77% |
$1.25M - $1.46M
|
172K
$24.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
12.2K+ 13.71% |
$1.23M - $1.44M
|
101K
$14.6M
|