Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
455New |
$36.7K - $48.9K
|
455
$70.2K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
428New |
$34.5K - $46K
|
428
$66.1K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
425+ 2.8% |
$34.3K - $45.7K
|
15.6K
$2.41M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
425+ 2.09% |
$34.3K - $45.7K
|
20.8K
$3.21M
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
423+ 12.23% |
$34.1K - $45.5K
|
3.88K
$599K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
412+ 1.12% |
$33.2K - $44.3K
|
37.1K
$5.73M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
402+ 3.77% |
$32.4K - $43.2K
|
11.1K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
394+ 7.25% |
$31.8K - $42.4K
|
5.83K
$900K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
381+ 11.54% |
$30.7K - $41K
|
3.68K
$568K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
341+ 60.35% |
$27.5K - $36.7K
|
906
$140K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
336+ 1.41% |
$27.1K - $36.1K
|
24.2K
$3.73M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
322+ 43.99% |
$26K - $34.6K
|
1.05K
$163K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
317+ 4.86% |
$25.6K - $34.1K
|
6.84K
$1.06M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
311+ 8.88% |
$25.1K - $33.4K
|
3.82K
$589K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
292+ 0.95% |
$23.5K - $31.4K
|
30.9K
$4.78M
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
292+ 2.95% |
$23.5K - $31.4K
|
10.2K
$1.58M
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
289+ 27.66% |
$23.3K - $31.1K
|
1.33K
$206K
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
287+ 9.17% |
$23.1K - $30.8K
|
3.42K
$527K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
271+ 5.95% |
$21.8K - $29.1K
|
4.83K
$745K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
245New |
$19.7K - $26.3K
|
245
$37.8K
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
243+ 2.75% |
$19.6K - $26.1K
|
9.09K
$1.4M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
237+ 4.2% |
$19.1K - $25.5K
|
5.89K
$908K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
234New |
$18.9K - $25.2K
|
234
$36.1K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
226New |
$18.2K - $24.3K
|
226
$34.9K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 8.0% |
$16.1K - $21.5K
|
2.7K
$417K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
189+ 0.09% |
$15.2K - $20.3K
|
215K
$33.1M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
189+ 59.43% |
$15.2K - $20.3K
|
507
$78.3K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
180+ 0.68% |
$14.5K - $19.3K
|
26.6K
$4.1M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 29.95% |
$13.8K - $18.4K
|
742
$115K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
169+ 11.42% |
$13.6K - $18.2K
|
1.65K
$255K
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
168New |
$13.5K - $18.1K
|
168
$25.9K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
157+ 5.03% |
$12.7K - $16.9K
|
3.28K
$506K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
151New |
$12.2K - $16.2K
|
151
$23.3K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
135+ 2.31% |
$10.9K - $14.5K
|
5.97K
$921K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
130+ 5.42% |
$10.5K - $14K
|
2.53K
$391K
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
124+ 0.12% |
$10K - $13.3K
|
102K
$15.8M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
112New |
$9.03K - $12K
|
112
$17.3K
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
112+ 72.26% |
$9.03K - $12K
|
267
$41.2K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
105+ 2.87% |
$8.46K - $11.3K
|
3.77K
$581K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
105+ 30.0% |
$8.46K - $11.3K
|
455
$70.2K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
100New |
$8.06K - $10.7K
|
100
$15.4K
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
99New |
$7.98K - $10.6K
|
99
$15.3K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 1.38% |
$7.66K - $10.2K
|
6.98K
$1.08M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
93+ 1.4% |
$7.5K - $10K
|
6.73K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
88+ 0.66% |
$7.09K - $9.46K
|
13.4K
$2.07M
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75+ 1.1% |
$6.05K - $8.06K
|
6.91K
$1.07M
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
74+ 0.21% |
$5.97K - $7.95K
|
34.5K
$5.33M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
70+ 0.14% |
$5.64K - $7.52K
|
49K
$7.57M
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
63+ 1.82% |
$5.08K - $6.77K
|
3.53K
$545K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
59+ 14.5% |
$4.76K - $6.34K
|
466
$71.9K
|