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 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
276+ 1.46% |
$27.9K - $32.5K
|
19.2K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
269+ 83.8% |
$27.2K - $31.7K
|
590
$74.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
261+ 3.96% |
$26.3K - $30.8K
|
6.86K
$871K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
257+ 10.31% |
$25.9K - $30.3K
|
2.75K
$349K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
245New |
$24.7K - $28.9K
|
245
$31.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
238+ 10.4% |
$24K - $28.1K
|
2.53K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
237+ 170.5% |
$23.9K - $27.9K
|
376
$47.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230+ 2.68% |
$23.2K - $27.1K
|
8.81K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
229+ 1.38% |
$23.1K - $27K
|
16.8K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
215+ 3.76% |
$21.7K - $25.4K
|
5.94K
$754K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
198+ 1.04% |
$20K - $23.3K
|
19.2K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
183+ 5.54% |
$18.5K - $21.6K
|
3.49K
$443K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
165+ 13.61% |
$16.7K - $19.5K
|
1.38K
$175K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
162+ 1.42% |
$16.4K - $19.1K
|
11.6K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
161+ 0.67% |
$16.3K - $19K
|
24.2K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
159+ 0.75% |
$16.1K - $18.7K
|
21.2K
$2.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
150New |
$15.1K - $17.7K
|
150
$19.1K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
136New |
$13.7K - $16K
|
136
$17.3K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
134+ 2.44% |
$13.5K - $15.8K
|
5.62K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
131New |
$13.2K - $15.4K
|
131
$16.6K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
127+ 30.09% |
$12.8K - $15K
|
549
$69.7K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
125+ 37.65% |
$12.6K - $14.7K
|
457
$58K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
120New |
$12.1K - $14.2K
|
120
$15.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
111New |
$11.2K - $13.1K
|
111
$14.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
110+ 41.35% |
$11.1K - $13K
|
376
$47.8K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 166.67% |
$10.1K - $11.8K
|
160
$20.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
97+ 111.49% |
$9.79K - $11.4K
|
184
$23.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
93New |
$9.39K - $11K
|
93
$11.8K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
92+ 0.92% |
$9.29K - $10.8K
|
10.1K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
79+ 26.33% |
$7.98K - $9.32K
|
379
$48.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
72+ 1.73% |
$7.27K - $8.49K
|
4.23K
$538K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
70New |
$7.07K - $8.25K
|
70
$8.89K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
61+ 0.25% |
$6.16K - $7.19K
|
24.4K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
60+ 1.32% |
$6.06K - $7.08K
|
4.62K
$586K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
60New |
$6.06K - $7.08K
|
60
$7.62K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
56+ 1.06% |
$5.65K - $6.6K
|
5.36K
$680K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
54+ 1.52% |
$5.45K - $6.37K
|
3.61K
$459K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53+ 0.32% |
$5.35K - $6.25K
|
16.6K
$2.11M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
52New |
$5.25K - $6.13K
|
52
$6.61K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48+ 0.26% |
$4.85K - $5.66K
|
18.4K
$2.33M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
46+ 2.3% |
$4.64K - $5.42K
|
2.05K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
45+ 0.73% |
$4.54K - $5.31K
|
6.18K
$785K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43+ 2.06% |
$4.34K - $5.07K
|
2.13K
$271K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
40+ 0.79% |
$4.04K - $4.72K
|
5.09K
$647K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
40New |
$4.04K - $4.72K
|
40
$5.08K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 36.7% |
$4.04K - $4.72K
|
149
$18.9K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
39+ 0.65% |
$3.94K - $4.6K
|
6.06K
$770K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
34+ 0.33% |
$3.43K - $4.01K
|
10.4K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31+ 0.88% |
$3.13K - $3.66K
|
3.56K
$452K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
20+ 0.1% |
$2.02K - $2.36K
|
20.7K
$2.63M
|