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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124+ 1.58% |
$10.9K - $12.1K
|
8K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
121New |
$10.6K - $11.8K
|
121
$17.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
112+ 1.57% |
$9.83K - $10.9K
|
7.23K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
109+ 1.26% |
$9.57K - $10.6K
|
8.78K
$1.27M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
109+ 1.26% |
$9.57K - $10.6K
|
8.78K
$1.27M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
105+ 30.0% |
$9.22K - $10.3K
|
455
$65.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103+ 294.29% |
$9.04K - $10.1K
|
138
$19.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
97+ 0.57% |
$8.51K - $9.47K
|
17.1K
$2.46M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
90New |
$7.9K - $8.79K
|
90
$13K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
65+ 1.2% |
$5.71K - $6.35K
|
5.48K
$790K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
62+ 0.79% |
$5.44K - $6.05K
|
7.92K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
50+ 2.02% |
$4.39K - $4.88K
|
2.52K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 1.82% |
$4.3K - $4.78K
|
2.74K
$395K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
48New |
$4.21K - $4.69K
|
48
$6.92K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
43+ 0.17% |
$3.77K - $4.2K
|
25.7K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43+ 0.32% |
$3.77K - $4.2K
|
13.3K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40New |
$3.51K - $3.91K
|
40
$5.77K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.71% |
$3.25K - $3.61K
|
5.24K
$755K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$2.63K - $2.93K
|
30
$4.33K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
29+ 1.94% |
$2.55K - $2.83K
|
1.52K
$220K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
23+ 0.13% |
$2.02K - $2.25K
|
17.6K
$2.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 2.28% |
$1.76K - $1.95K
|
897
$129K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
14+ 0.13% |
$1.23K - $1.37K
|
11.2K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$1.23K - $1.37K
|
5.98K
$863K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
14+ 0.23% |
$1.23K - $1.37K
|
6.2K
$894K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.19% |
$965 - $1.07K
|
5.92K
$854K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.12% |
$702 - $781
|
6.44K
$928K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$702 - $781
|
3.35K
$483K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.22% |
$527 - $586
|
2.72K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.23% |
$527 - $586
|
2.67K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.2% |
$439 - $488
|
2.47K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.17% |
$439 - $488
|
2.87K
$414K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.15% |
$351 - $391
|
2.66K
$384K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.15% |
$263 - $293
|
2.04K
$294K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3+ 0.09% |
$263 - $293
|
3.21K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.2% |
$176 - $195
|
1.01K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.07% |
$176 - $195
|
2.81K
$405K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.71% |
$87.8 - $97.6
|
142
$20.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$87.8 - $97.6
|
4.13K
$595K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.16% |
$87.8 - $97.6
|
608
$87.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.07% |
$87.8 - $97.6
|
1.5K
$216K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$87.8 - $97.6
|
17.5K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-2- 0.04% |
$176 - $195
|
5.66K
$816K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$263 - $293
|
5.58K
$804K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-5- 0.08% |
$439 - $488
|
6.22K
$896K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5- 1.61% |
$439 - $488
|
305
$44K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10- 0.43% |
$878 - $976
|
2.32K
$334K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10- 0.32% |
$878 - $976
|
3.13K
$451K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-13- 0.13% |
$1.14K - $1.27K
|
10.3K
$1.49M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14- 6.39% |
$1.23K - $1.37K
|
205
$29.6K
|