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
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.29K+ 149.09% |
$290K - $335K
|
3.82K
$590K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.25K+ 136.11% |
$286K - $330K
|
3.91K
$604K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.25K+ 3362.69% |
$286K - $330K
|
2.32K
$358K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.22KNew |
$282K - $326K
|
2.22K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.16K+ 8.82% |
$274K - $317K
|
26.7K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$270K - $312K
|
2.13K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.09K+ 81.42% |
$265K - $306K
|
4.66K
$719K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.09K+ 7.58% |
$265K - $305K
|
29.6K
$4.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.05K+ 5.23% |
$260K - $301K
|
41.3K
$6.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.01K+ 27.27% |
$255K - $294K
|
9.38K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.01K+ 62.73% |
$255K - $294K
|
5.21K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.98KNew |
$251K - $290K
|
1.98K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.95KNew |
$247K - $285K
|
1.95K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.9K+ 18.55% |
$241K - $279K
|
12.2K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$234K - $271K
|
1.85K
$285K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.83K+ 106.39% |
$232K - $268K
|
3.55K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.82KNew |
$231K - $267K
|
1.82K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$221K - $255K
|
1.74K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.74KNew |
$221K - $255K
|
1.74K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.71KNew |
$217K - $250K
|
1.71K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.68KNew |
$213K - $246K
|
1.68K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.67K+ 31.71% |
$212K - $244K
|
6.93K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.6KNew |
$203K - $234K
|
1.6K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.57K+ 23.42% |
$199K - $230K
|
8.27K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.54K+ 1.61% |
$196K - $226K
|
97.5K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 4.39% |
$185K - $213K
|
34.6K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 8.11% |
$184K - $213K
|
19.4K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.39K+ 4.27% |
$177K - $204K
|
34K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.39K+ 1.01% |
$176K - $203K
|
139K
$21.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.39K+ 0.8% |
$176K - $203K
|
175K
$27M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.37K+ 19.7% |
$174K - $201K
|
8.33K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 0.92% |
$169K - $195K
|
146K
$22.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 8.31% |
$164K - $189K
|
16.8K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.27K+ 4.04% |
$161K - $185K
|
32.6K
$5.04M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.17K+ 24.49% |
$148K - $171K
|
5.92K
$914K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.1K+ 19.88% |
$140K - $161K
|
6.64K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.24% |
$135K - $155K
|
26.1K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.03K+ 6.68% |
$130K - $150K
|
16.4K
$2.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
999+ 1.99% |
$127K - $146K
|
51.3K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
978+ 2.37% |
$124K - $143K
|
42.3K
$6.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
960+ 8.52% |
$122K - $141K
|
12.2K
$1.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
956+ 4.47% |
$121K - $140K
|
22.4K
$3.45M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
952+ 23.86% |
$121K - $139K
|
4.94K
$763K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
903+ 36.96% |
$115K - $132K
|
3.35K
$516K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
876+ 11.47% |
$111K - $128K
|
8.51K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
865+ 14.42% |
$110K - $127K
|
6.86K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
818+ 27.9% |
$104K - $120K
|
3.75K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
796+ 6.52% |
$101K - $117K
|
13K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
790+ 2.96% |
$100K - $116K
|
27.5K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
779+ 4.15% |
$98.8K - $114K
|
19.5K
$3.02M
|