Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67M+ 4.6% |
$184M - $215M
|
38M
$5.21B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 11.63% |
$147M - $172M
|
12.9M
$1.76B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 11.63% |
$147M - $172M
|
12.9M
$1.76B
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
757KNew |
$83.2M - $97.3M
|
757K
$104M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
720K+ 5.12% |
$79.2M - $92.6M
|
14.8M
$2.02B
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
643K+ 25330.23% |
$70.7M - $82.6M
|
645K
$88.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
295K+ 5061.45% |
$32.4M - $37.9M
|
301K
$41.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
194K+ 82.43% |
$21.4M - $25M
|
430K
$58.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
167K+ 7764.86% |
$18.4M - $21.5M
|
169K
$23.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 6.93% |
$14.7M - $17.2M
|
2.06M
$282M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
120K+ 88.83% |
$13.2M - $15.4M
|
254K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.3K+ 42.53% |
$10.3M - $12M
|
313K
$42.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
89.1K+ 30.89% |
$9.8M - $11.5M
|
377K
$51.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.6K+ 9.74% |
$6.67M - $7.79M
|
683K
$93.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
60K+ 26.6% |
$6.6M - $7.71M
|
285K
$39.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
58.5K+ 6.02% |
$6.43M - $7.52M
|
1.03M
$141M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.5K+ 4.13% |
$5.99M - $7M
|
1.37M
$188M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
53.3K+ 64.02% |
$5.86M - $6.85M
|
137K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
51KNew |
$5.61M - $6.56M
|
51K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
48.5K+ 60.0% |
$5.34M - $6.24M
|
129K
$17.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
48.3K+ 17.81% |
$5.31M - $6.21M
|
320K
$43.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
42.4K+ 931.04% |
$4.67M - $5.45M
|
47K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
38.8KNew |
$4.26M - $4.98M
|
38.8K
$5.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
37.1K+ 8.15% |
$4.08M - $4.77M
|
492K
$67.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
35.2KNew |
$3.88M - $4.53M
|
35.2K
$4.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.9K+ 384.34% |
$3.62M - $4.24M
|
41.5K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
32.2K+ 170.12% |
$3.54M - $4.14M
|
51.1K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.4K+ 6.96% |
$3.46M - $4.04M
|
483K
$66.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
31KNew |
$3.41M - $3.99M
|
31K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.2K+ 3.03% |
$3.32M - $3.88M
|
1.03M
$141M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
29.7KNew |
$3.27M - $3.82M
|
29.7K
$4.07M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
29.1KNew |
$3.2M - $3.74M
|
29.1K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.7K+ 8.91% |
$3.05M - $3.57M
|
339K
$46.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
27.1KNew |
$2.98M - $3.49M
|
27.1K
$3.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
21.6K+ 42.63% |
$2.37M - $2.78M
|
72.2K
$9.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21.4KNew |
$2.36M - $2.76M
|
21.4K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19.6K+ 9.43% |
$2.16M - $2.52M
|
228K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.2KNew |
$2.11M - $2.47M
|
19.2K
$2.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
18.2K+ 5.79% |
$2M - $2.34M
|
332K
$45.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.6K+ 13.97% |
$1.83M - $2.13M
|
135K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.3K+ 2.92% |
$1.79M - $2.09M
|
574K
$78.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16K+ 2.26% |
$1.76M - $2.05M
|
722K
$98.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.72M - $2.01M
|
15.6K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.1K+ 7.39% |
$1.66M - $1.94M
|
219K
$30M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14.9K+ 18.87% |
$1.64M - $1.92M
|
93.8K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.8K+ 362.34% |
$1.62M - $1.9M
|
18.8K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.5K+ 41.91% |
$1.59M - $1.86M
|
49.1K
$6.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.2K+ 34.27% |
$1.56M - $1.83M
|
55.7K
$7.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14K+ 7.27% |
$1.54M - $1.8M
|
206K
$28.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8K+ 75.18% |
$1.52M - $1.77M
|
32.2K
$4.4M
|