Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-758- 21.88% |
$96.2K - $111K
|
2.71K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-763- 8.41% |
$96.8K - $112K
|
8.31K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-786- 30.23% |
$99.7K - $115K
|
1.81K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-835- 7.67% |
$106K - $122K
|
10.1K
$1.55M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-835- 9.14% |
$106K - $122K
|
8.3K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-838- 31.63% |
$106K - $123K
|
1.81K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-847- 6.42% |
$107K - $124K
|
12.4K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-871- 3.07% |
$110K - $128K
|
27.5K
$4.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-890- 8.84% |
$113K - $130K
|
9.18K
$1.42M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-893- 17.85% |
$113K - $131K
|
4.11K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-909- 6.75% |
$115K - $133K
|
12.6K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-921- 17.5% |
$117K - $135K
|
4.34K
$670K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-939- 4.37% |
$119K - $138K
|
20.5K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-970- 2.36% |
$123K - $142K
|
40.2K
$6.21M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-988- 5.41% |
$125K - $145K
|
17.3K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-994- 60.46% |
$126K - $146K
|
650
$100K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.03K- 15.58% |
$131K - $151K
|
5.57K
$860K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.05K- 4.04% |
$133K - $154K
|
24.9K
$3.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.09K- 6.23% |
$138K - $159K
|
16.4K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.13K- 1.45% |
$143K - $165K
|
76.5K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.19K- 15.27% |
$151K - $174K
|
6.59K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.19K- 5.44% |
$151K - $175K
|
20.8K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.23K- 2.17% |
$156K - $180K
|
55.3K
$8.53M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.24K- 9.16% |
$157K - $181K
|
12.3K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.33K- 4.12% |
$169K - $195K
|
30.9K
$4.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.34K- 34.26% |
$169K - $196K
|
2.56K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.4K- 4.89% |
$177K - $205K
|
27.2K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.42K- 15.72% |
$180K - $207K
|
7.59K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.42K- 13.27% |
$180K - $207K
|
9.25K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.48K- 34.32% |
$188K - $217K
|
2.84K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 8.97% |
$193K - $223K
|
15.4K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.54K- 13.89% |
$195K - $225K
|
9.52K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 1.87% |
$200K - $231K
|
82.8K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.61K- 5.36% |
$204K - $236K
|
28.4K
$4.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.62K- 1.84% |
$206K - $238K
|
86.8K
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.7K- 22.26% |
$216K - $249K
|
5.93K
$916K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 2.01% |
$236K - $272K
|
90.5K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.94K- 52.77% |
$245K - $283K
|
1.73K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 0.85% |
$252K - $291K
|
232K
$35.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.07K- 23.17% |
$262K - $303K
|
6.86K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.09K- 19.71% |
$265K - $306K
|
8.52K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.12K- 8.15% |
$269K - $310K
|
23.9K
$3.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 20.12% |
$271K - $313K
|
8.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.17K- 98.19% |
$275K - $317K
|
40
$6.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.38K- 2.57% |
$302K - $348K
|
90.1K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.53K- 7.18% |
$321K - $371K
|
32.7K
$5.05M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.6K- 2.77% |
$330K - $381K
|
91.3K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.64K- 12.72% |
$334K - $386K
|
18.1K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.65K- 39.47% |
$337K - $389K
|
4.07K
$628K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.85K- 3.84% |
$362K - $418K
|
71.5K
$11M
|