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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17- 0.64% |
$1.49K - $1.66K
|
2.63K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 0.63% |
$1.58K - $1.76K
|
2.83K
$407K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-22- 3.57% |
$1.93K - $2.15K
|
594
$85.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26- 0.54% |
$2.28K - $2.54K
|
4.81K
$693K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-26- 3.73% |
$2.28K - $2.54K
|
671
$96.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-27- 4.6% |
$2.37K - $2.64K
|
560
$80.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-27- 0.46% |
$2.37K - $2.64K
|
5.78K
$834K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-27- 0.95% |
$2.37K - $2.64K
|
2.83K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-28- 0.48% |
$2.46K - $2.73K
|
5.81K
$837K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-29- 0.52% |
$2.55K - $2.83K
|
5.54K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-32- 0.05% |
$2.81K - $3.12K
|
65.9K
$9.5M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-32- 0.9% |
$2.81K - $3.12K
|
3.51K
$506K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-39Closed |
$3.42K - $3.81K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-44- 1.71% |
$3.86K - $4.3K
|
2.53K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-50- 0.94% |
$4.39K - $4.88K
|
5.27K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 12.5% |
$4.39K - $4.88K
|
350
$50.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-60- 34.88% |
$5.27K - $5.86K
|
112
$16.1K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-60- 0.87% |
$5.27K - $5.86K
|
6.83K
$985K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-67- 0.27% |
$5.88K - $6.54K
|
24.6K
$3.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-73- 0.5% |
$6.41K - $7.13K
|
14.6K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77- 2.28% |
$6.76K - $7.52K
|
3.3K
$475K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-85- 8.87% |
$7.46K - $8.3K
|
873
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-85- 1.31% |
$7.46K - $8.3K
|
6.41K
$925K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-86- 1.1% |
$7.55K - $8.4K
|
7.72K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-90- 2.85% |
$7.9K - $8.79K
|
3.07K
$442K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 1.15% |
$8.34K - $9.28K
|
8.18K
$1.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 0.28% |
$8.78K - $9.76K
|
36K
$5.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-121- 9.48% |
$10.6K - $11.8K
|
1.16K
$167K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-126- 1.33% |
$11.1K - $12.3K
|
9.32K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-142- 4.06% |
$12.5K - $13.9K
|
3.35K
$483K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-152- 2.72% |
$13.3K - $14.8K
|
5.43K
$783K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-154- 3.99% |
$13.5K - $15K
|
3.7K
$534K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-160- 47.2% |
$14K - $15.6K
|
179
$25.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-162- 1.48% |
$14.2K - $15.8K
|
10.8K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-165- 0.63% |
$14.5K - $16.1K
|
26K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-174- 2.31% |
$15.3K - $17K
|
7.37K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-183- 14.85% |
$16.1K - $17.9K
|
1.05K
$151K
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-200- 3.85% |
$17.6K - $19.5K
|
5K
$721K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-213- 4.96% |
$18.7K - $20.8K
|
4.08K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-226- 2.87% |
$19.8K - $22.1K
|
7.66K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-235- 3.48% |
$20.6K - $22.9K
|
6.52K
$940K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-246- 1.36% |
$21.6K - $24K
|
17.8K
$2.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-260- 2.82% |
$22.8K - $25.4K
|
8.97K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-265- 3.15% |
$23.3K - $25.9K
|
8.14K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-266- 2.55% |
$23.3K - $26K
|
10.2K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-267- 1.45% |
$23.4K - $26.1K
|
18.1K
$2.61M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-283- 7.68% |
$24.8K - $27.6K
|
3.4K
$491K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-290- 1.83% |
$25.5K - $28.3K
|
15.6K
$2.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-300- 2.78% |
$26.3K - $29.3K
|
10.5K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-300- 28.65% |
$26.3K - $29.3K
|
747
$108K
|