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 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
193+ 4.26% |
$24.5K - $28.3K
|
4.73K
$730K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
188+ 12.98% |
$23.8K - $27.5K
|
1.64K
$253K
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
186+ 5.48% |
$23.6K - $27.2K
|
3.58K
$553K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
184+ 9.13% |
$23.3K - $26.9K
|
2.2K
$339K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
180+ 5.77% |
$22.8K - $26.4K
|
3.3K
$509K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180+ 9.96% |
$22.8K - $26.4K
|
1.99K
$307K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173+ 7.42% |
$21.9K - $25.3K
|
2.5K
$386K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
165+ 4.83% |
$20.9K - $24.2K
|
3.58K
$553K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
163+ 4.56% |
$20.7K - $23.9K
|
3.74K
$577K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.81% |
$19.8K - $22.8K
|
5.71K
$882K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
150+ 50.0% |
$19K - $22K
|
450
$69.5K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
138+ 627.27% |
$17.5K - $20.2K
|
160
$24.7K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
138+ 3.16% |
$17.5K - $20.2K
|
4.51K
$695K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
134New |
$17K - $19.6K
|
134
$20.7K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
133+ 0.51% |
$16.9K - $19.5K
|
26K
$4.01M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
133+ 1.38% |
$16.9K - $19.5K
|
9.77K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
132+ 1.98% |
$16.7K - $19.3K
|
6.79K
$1.05M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
130+ 1.63% |
$16.5K - $19K
|
8.1K
$1.25M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
126+ 14.79% |
$16K - $18.5K
|
978
$151K
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120+ 1.13% |
$15.2K - $17.6K
|
10.7K
$1.65M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
120New |
$15.2K - $17.6K
|
120
$18.5K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
113+ 9.28% |
$14.3K - $16.5K
|
1.33K
$205K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
112+ 67.88% |
$14.2K - $16.4K
|
277
$42.8K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
110+ 2.5% |
$14K - $16.1K
|
4.51K
$697K
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
106New |
$13.4K - $15.5K
|
106
$16.4K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
106+ 1.71% |
$13.4K - $15.5K
|
6.31K
$974K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
103New |
$13.1K - $15.1K
|
103
$15.9K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 2.15% |
$12.7K - $14.6K
|
4.76K
$734K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
97+ 0.62% |
$12.3K - $14.2K
|
15.6K
$2.41M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
96+ 27.35% |
$12.2K - $14.1K
|
447
$69K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
95+ 11.12% |
$12.1K - $13.9K
|
949
$146K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
92+ 0.08% |
$11.7K - $13.5K
|
120K
$18.4M
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
91+ 606.67% |
$11.5K - $13.3K
|
106
$16.4K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 1.89% |
$10.8K - $12.4K
|
4.59K
$708K
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
81+ 1.43% |
$10.3K - $11.9K
|
5.74K
$886K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
77+ 0.47% |
$9.77K - $11.3K
|
16.6K
$2.56M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
74+ 1.66% |
$9.39K - $10.8K
|
4.53K
$699K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
74New |
$9.39K - $10.8K
|
74
$11.4K
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
72New |
$9.13K - $10.5K
|
72
$11.1K
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
71+ 4.42% |
$9.01K - $10.4K
|
1.68K
$259K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68+ 0.65% |
$8.63K - $9.96K
|
10.5K
$1.62M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 2.1% |
$8.5K - $9.81K
|
3.25K
$502K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
67+ 4.48% |
$8.5K - $9.81K
|
1.56K
$241K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
63+ 123.53% |
$7.99K - $9.23K
|
114
$17.6K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
60New |
$7.61K - $8.79K
|
60
$9.26K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
57+ 2.88% |
$7.23K - $8.35K
|
2.04K
$314K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
56+ 2.3% |
$7.1K - $8.2K
|
2.49K
$385K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56+ 1.47% |
$7.1K - $8.2K
|
3.88K
$598K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
55+ 0.64% |
$6.98K - $8.05K
|
8.68K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$7.87K
|