Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
664K+ 7.33% |
$58.2M - $64.8M
|
9.72M
$1.4B
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
515K+ 15170.39% |
$45.2M - $50.3M
|
519K
$74.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
463K+ 290.26% |
$40.7M - $45.2M
|
623K
$89.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
442K+ 1.2% |
$38.8M - $43.2M
|
37.2M
$5.37B
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
225K+ 3.28% |
$19.8M - $22M
|
7.08M
$1.02B
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
151K+ 23.84% |
$13.2M - $14.7M
|
782K
$113M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
139K+ 3279.58% |
$12.2M - $13.6M
|
144K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
139K+ 110.49% |
$12.2M - $13.5M
|
264K
$38.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
130K+ 225.8% |
$11.4M - $12.7M
|
187K
$27M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 67.0% |
$10.7M - $11.9M
|
305K
$43.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100K+ 21.83% |
$8.8M - $9.79M
|
560K
$80.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
81.2K+ 79.32% |
$7.12M - $7.92M
|
183K
$26.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
78.5K+ 2959.3% |
$6.89M - $7.66M
|
81.1K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
72.2K+ 422.75% |
$6.34M - $7.05M
|
89.3K
$12.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
71K+ 23.86% |
$6.23M - $6.93M
|
369K
$53.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
69.6KNew |
$6.11M - $6.79M
|
69.6K
$10M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60.1K+ 292.77% |
$5.27M - $5.86M
|
80.6K
$11.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
57.8K+ 13.6% |
$5.07M - $5.64M
|
483K
$69.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.7K+ 31.42% |
$4.98M - $5.54M
|
237K
$34.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.5K+ 4.02% |
$4.7M - $5.22M
|
1.38M
$199M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
52.1K+ 54.07% |
$4.57M - $5.08M
|
148K
$21.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
44K+ 246.93% |
$3.86M - $4.29M
|
61.8K
$8.91M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41K+ 6.48% |
$3.6M - $4M
|
673K
$97.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
34.3K+ 17.34% |
$3.01M - $3.35M
|
232K
$33.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.7K+ 485.09% |
$2.78M - $3.09M
|
38.2K
$5.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.3K+ 522.05% |
$2.66M - $2.96M
|
36.2K
$5.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.3K+ 7.94% |
$2.66M - $2.95M
|
411K
$59.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
27.8KNew |
$2.44M - $2.71M
|
27.8K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
27.7KNew |
$2.43M - $2.71M
|
27.7K
$4M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.5K+ 24.6% |
$2.33M - $2.59M
|
134K
$19.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.4K+ 72.0% |
$2.23M - $2.48M
|
60.6K
$8.74M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25K+ 31.54% |
$2.19M - $2.44M
|
104K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.8K+ 14.19% |
$2.18M - $2.42M
|
200K
$28.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 647.93% |
$2.11M - $2.35M
|
27.8K
$4.01M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.1K+ 647.93% |
$2.11M - $2.35M
|
27.8K
$4.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.3KNew |
$2.05M - $2.28M
|
23.3K
$3.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
22.2K+ 5.9% |
$1.95M - $2.17M
|
399K
$57.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.5K+ 1077.3% |
$1.89M - $2.1M
|
23.5K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
20.9K+ 1.43% |
$1.83M - $2.04M
|
1.48M
$214M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.2KNew |
$1.69M - $1.88M
|
19.2K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 1.52% |
$1.67M - $1.85M
|
1.27M
$183M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
18.5K+ 11.05% |
$1.62M - $1.81M
|
186K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.1K+ 253.25% |
$1.5M - $1.67M
|
23.8K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.5K+ 7.86% |
$1.36M - $1.52M
|
213K
$30.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
15.5K+ 21.19% |
$1.36M - $1.51M
|
88.5K
$12.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.7K+ 4.09% |
$1.29M - $1.44M
|
374K
$54M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 26.96% |
$1.27M - $1.42M
|
68.4K
$9.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
14.4K+ 26.5% |
$1.27M - $1.41M
|
68.9K
$9.93M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
14K+ 23.69% |
$1.23M - $1.36M
|
72.9K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13.8KNew |
$1.22M - $1.35M
|
13.8K
$2M
|