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 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.2K- 3.58% |
$899K - $1M
|
276K
$39.8M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.3K- 58.82% |
$903K - $1M
|
7.21K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 57.71% |
$930K - $1.03M
|
7.76K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.1K- 26.88% |
$972K - $1.08M
|
30.1K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11.3K- 55.37% |
$988K - $1.1M
|
9.07K
$1.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-11.4K- 4.42% |
$999K - $1.11M
|
246K
$35.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.9K- 4.51% |
$1.04M - $1.16M
|
251K
$36.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 47.76% |
$1.05M - $1.17M
|
13.1K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12.4K- 6.74% |
$1.08M - $1.21M
|
171K
$24.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13K- 22.71% |
$1.14M - $1.27M
|
44.1K
$6.37M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-13K- 8.74% |
$1.14M - $1.27M
|
136K
$19.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.7K- 0.98% |
$1.29M - $1.44M
|
1.49M
$215M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 3.6% |
$1.3M - $1.44M
|
396K
$57.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.8K- 48.66% |
$1.3M - $1.45M
|
15.6K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.4K- 7.79% |
$1.35M - $1.51M
|
183K
$26.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 8.2% |
$1.38M - $1.53M
|
176K
$25.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18K- 2.72% |
$1.58M - $1.75M
|
642K
$92.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.4K- 4.15% |
$1.62M - $1.8M
|
425K
$61.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-18.4K- 33.27% |
$1.62M - $1.8M
|
37K
$5.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-23.7K- 10.6% |
$2.08M - $2.31M
|
199K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 3.6% |
$2.21M - $2.46M
|
676K
$97.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-29.6K- 47.97% |
$2.6M - $2.89M
|
32.1K
$4.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.3K- 3.57% |
$2.92M - $3.25M
|
899K
$130M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.3K- 0.25% |
$3.01M - $3.35M
|
13.5M
$1.94B
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37K- 25.79% |
$3.24M - $3.61M
|
106K
$15.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.9K- 22.92% |
$3.5M - $3.89M
|
134K
$19.3M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-48.6K- 54.13% |
$4.27M - $4.74M
|
41.2K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-52.7K- 87.6% |
$4.62M - $5.14M
|
7.46K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-59.5K- 80.98% |
$5.23M - $5.81M
|
14K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-80.4K- 34.71% |
$7.06M - $7.85M
|
151K
$21.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-139K- 7.41% |
$12.2M - $13.5M
|
1.73M
$250M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-514K- 98.98% |
$45.1M - $50.1M
|
5.31K
$766K
|