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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
3+ 0.1% |
$381 - $439
|
2.97K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$381 - $439
|
4.68K
$567K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.7K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.63K
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.51K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.2% |
$127 - $146
|
492
$59.7K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$127 - $146
|
3.44K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.21% |
$1.01K - $1.17K
|
3.78K
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-12- 0.12% |
$1.52K - $1.76K
|
10.2K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-14- 0.28% |
$1.78K - $2.05K
|
5.01K
$608K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-23- 1.1% |
$2.92K - $3.37K
|
2.06K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.16% |
$3.04K - $3.51K
|
15.3K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-33- 13.58% |
$4.19K - $4.83K
|
210
$25.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-33- 6.83% |
$4.19K - $4.83K
|
450
$54.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-49- 1.88% |
$6.22K - $7.18K
|
2.55K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-50- 29.94% |
$6.34K - $7.32K
|
117
$14.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56- 2.68% |
$7.1K - $8.2K
|
2.04K
$247K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-79- 1.71% |
$10K - $11.6K
|
4.55K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-90- 1.68% |
$11.4K - $13.2K
|
5.27K
$640K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-100- 5.01% |
$12.7K - $14.6K
|
1.9K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-103- 5.28% |
$13.1K - $15.1K
|
1.85K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 13.69% |
$14.2K - $16.4K
|
706
$85.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-114- 36.42% |
$14.5K - $16.7K
|
199
$24.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-117- 2.24% |
$14.8K - $17.1K
|
5.11K
$619K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-170- 53.13% |
$21.6K - $24.9K
|
150
$18.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-222- 8.88% |
$28.2K - $32.5K
|
2.28K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-274- 3.19% |
$34.8K - $40.1K
|
8.32K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-277- 0.7% |
$35.1K - $40.6K
|
39.2K
$4.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-295- 13.35% |
$37.4K - $43.2K
|
1.92K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-295- 8.01% |
$37.4K - $43.2K
|
3.39K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-310- 6.21% |
$39.3K - $45.4K
|
4.69K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-320- 6.4% |
$40.6K - $46.9K
|
4.68K
$567K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-385- 6.92% |
$48.8K - $56.4K
|
5.18K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-410- 6.09% |
$52K - $60K
|
6.33K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-475- 10.0% |
$60.3K - $69.6K
|
4.28K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-563- 0.47% |
$71.4K - $82.5K
|
119K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-599- 1.53% |
$76K - $87.7K
|
38.5K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-676- 16.33% |
$85.8K - $99K
|
3.46K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-708- 29.06% |
$89.8K - $104K
|
1.73K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-738- 1.86% |
$93.6K - $108K
|
38.9K
$4.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-786- 30.23% |
$99.7K - $115K
|
1.81K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-871- 3.07% |
$110K - $128K
|
27.5K
$3.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-890- 8.84% |
$113K - $130K
|
9.18K
$1.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-893- 17.85% |
$113K - $131K
|
4.11K
$499K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.42K- 13.27% |
$180K - $207K
|
9.25K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.61K- 5.36% |
$204K - $236K
|
28.4K
$3.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.62K- 1.84% |
$206K - $238K
|
86.8K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 2.01% |
$236K - $272K
|
90.5K
$11M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.12K- 8.15% |
$269K - $310K
|
23.9K
$2.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.85K- 3.84% |
$362K - $418K
|
71.5K
$8.67M
|