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 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
448+ 17.24% |
$49.3K - $57.6K
|
3.05K
$417K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
402+ 21.64% |
$44.2K - $51.7K
|
2.26K
$309K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
397+ 4.77% |
$43.7K - $51.1K
|
8.72K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
396New |
$43.6K - $50.9K
|
396
$54.2K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
395New |
$43.4K - $50.8K
|
395
$54.1K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
388+ 102.37% |
$42.7K - $49.9K
|
767
$105K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
367+ 6.54% |
$40.4K - $47.2K
|
5.98K
$818K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
350+ 78.13% |
$38.5K - $45K
|
798
$109K
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
337+ 0.92% |
$37.1K - $43.3K
|
37.2K
$5.09M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
333New |
$36.6K - $42.8K
|
333
$45.6K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
326+ 13.19% |
$35.9K - $41.9K
|
2.8K
$383K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
322New |
$35.4K - $41.4K
|
322
$44.1K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
311+ 5.15% |
$34.2K - $40K
|
6.35K
$870K
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
309+ 14.62% |
$34K - $39.7K
|
2.42K
$332K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
308New |
$33.9K - $39.6K
|
308
$42.2K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
288+ 4.66% |
$31.7K - $37K
|
6.47K
$886K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
283+ 14.19% |
$31.1K - $36.4K
|
2.28K
$312K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
280New |
$30.8K - $36K
|
280
$38.3K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
279+ 251.35% |
$30.7K - $35.9K
|
390
$53.4K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
260+ 4.85% |
$28.6K - $33.4K
|
5.62K
$769K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
258+ 7.7% |
$28.4K - $33.2K
|
3.61K
$494K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
257+ 10.17% |
$28.3K - $33K
|
2.78K
$381K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
250New |
$27.5K - $32.1K
|
250
$34.2K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
245+ 0.76% |
$26.9K - $31.5K
|
32.4K
$4.44M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
245+ 4.9% |
$26.9K - $31.5K
|
5.25K
$719K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
223+ 10.76% |
$24.5K - $28.7K
|
2.3K
$314K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
218+ 5.42% |
$24K - $28K
|
4.24K
$580K
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
209+ 4.26% |
$23K - $26.9K
|
5.11K
$700K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200+ 31.45% |
$22K - $25.7K
|
836
$114K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
197New |
$21.7K - $25.3K
|
197
$27K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
196+ 7.4% |
$21.6K - $25.2K
|
2.84K
$389K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
191+ 2.48% |
$21K - $24.6K
|
7.88K
$1.08M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
189New |
$20.8K - $24.3K
|
189
$25.9K
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
188+ 1.84% |
$20.7K - $24.2K
|
10.4K
$1.42M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
184+ 3.0% |
$20.2K - $23.7K
|
6.31K
$864K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
181+ 0.2% |
$19.9K - $23.3K
|
90.1K
$12.3M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
168+ 1.67% |
$18.5K - $21.6K
|
10.2K
$1.4M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
165+ 1.47% |
$18.1K - $21.2K
|
11.4K
$1.56M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
165New |
$18.1K - $21.2K
|
165
$22.6K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
139New |
$15.3K - $17.9K
|
139
$19K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
138+ 12.78% |
$15.2K - $17.7K
|
1.22K
$167K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
128+ 27.18% |
$14.1K - $16.5K
|
599
$82K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
128+ 1.11% |
$14.1K - $16.5K
|
11.7K
$1.6M
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
123+ 0.04% |
$13.5K - $15.8K
|
342K
$46.9M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
123New |
$13.5K - $15.8K
|
123
$16.8K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
121+ 4.26% |
$13.3K - $15.6K
|
2.96K
$406K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
121New |
$13.3K - $15.6K
|
121
$16.6K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
120+ 11.33% |
$13.2K - $15.4K
|
1.18K
$161K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
119+ 0.95% |
$13.1K - $15.3K
|
12.7K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
106+ 0.55% |
$11.7K - $13.6K
|
19.4K
$2.65M
|