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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.92K- 6.92% |
$371K - $428K
|
39.3K
$6.07M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.08K- 12.27% |
$390K - $450K
|
22K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.36K- 3.24% |
$426K - $492K
|
100K
$15.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.4K- 4.1% |
$431K - $497K
|
79.5K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-3.61K- 16.57% |
$458K - $529K
|
18.2K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.86K- 8.96% |
$489K - $565K
|
39.2K
$6.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.92K- 35.8% |
$497K - $574K
|
7.03K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-4.04K- 13.27% |
$512K - $591K
|
26.4K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.07K- 0.37% |
$516K - $596K
|
1.11M
$171M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.31K- 67.52% |
$547K - $631K
|
2.07K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-4.34K- 21.66% |
$550K - $635K
|
15.7K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.42K- 27.99% |
$560K - $647K
|
11.4K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-4.68K- 1.74% |
$594K - $685K
|
264K
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.71K- 13.11% |
$597K - $689K
|
31.2K
$4.82M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.75K- 13.24% |
$602K - $695K
|
31.1K
$4.8M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.89K- 7.45% |
$620K - $716K
|
60.7K
$9.37M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.99K- 0.57% |
$633K - $731K
|
870K
$134M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.32K- 65.78% |
$675K - $779K
|
2.77K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-5.5K- 4.12% |
$698K - $806K
|
128K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.56K- 4.53% |
$706K - $815K
|
117K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.56K- 20.18% |
$706K - $815K
|
22K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-5.71K- 9.86% |
$724K - $835K
|
52.2K
$8.05M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.87K- 6.18% |
$744K - $859K
|
89K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.58KClosed |
$835K - $964K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.84K- 26.63% |
$868K - $1M
|
18.8K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.84K- 3.67% |
$868K - $1M
|
180K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.7K- 56.86% |
$977K - $1.13M
|
5.84K
$901K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.87K- 1.68% |
$998K - $1.15M
|
461K
$71.2M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.21K- 51.37% |
$1.04M - $1.2M
|
7.77K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.55K- 33.4% |
$1.08M - $1.25M
|
17K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 11.53% |
$1.31M - $1.52M
|
79.4K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.4K- 41.27% |
$1.32M - $1.52M
|
14.8K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 17.59% |
$1.34M - $1.55M
|
49.5K
$7.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 4.85% |
$1.48M - $1.71M
|
229K
$35.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.4K- 11.88% |
$1.57M - $1.81M
|
91.7K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-12.6K- 6.82% |
$1.6M - $1.85M
|
172K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.8K- 48.21% |
$1.88M - $2.17M
|
15.9K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-15.3K- 15.1% |
$1.94M - $2.24M
|
85.8K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 0.75% |
$1.95M - $2.25M
|
2.02M
$311M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-16.6K- 5.01% |
$2.11M - $2.43M
|
315K
$48.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.4K- 6.58% |
$2.21M - $2.55M
|
247K
$38.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-17.7K- 8.5% |
$2.24M - $2.59M
|
190K
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.2K- 10.31% |
$2.44M - $2.81M
|
167K
$25.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-20.8K- 75.8% |
$2.64M - $3.05M
|
6.64K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-22K- 5.59% |
$2.78M - $3.21M
|
370K
$57.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.1K- 1.71% |
$2.8M - $3.23M
|
1.27M
$196M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-23.3K- 12.16% |
$2.96M - $3.42M
|
168K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.9K- 93.73% |
$3.03M - $3.5M
|
1.6K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25.1K- 14.29% |
$3.18M - $3.67M
|
150K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-25.8K- 90.11% |
$3.28M - $3.78M
|
2.84K
$438K
|