Purchases and Sales Made in Q2 2025 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 2025. 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 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
419K+ 37.35% |
$47.6M - $63M
|
1.54M
$238M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90.1K+ 4.78% |
$10.2M - $13.6M
|
1.98M
$305M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
53.3K+ 13.09% |
$6.06M - $8.02M
|
460K
$71.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
22.3KNew |
$2.54M - $3.36M
|
22.3K
$3.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
20.2KNew |
$2.29M - $3.03M
|
20.2K
$3.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4KNew |
$1.98M - $2.62M
|
17.4K
$2.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17.1K+ 10.46% |
$1.95M - $2.57M
|
181K
$27.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
16.5K+ 7.2% |
$1.88M - $2.48M
|
246K
$38M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
14.7KNew |
$1.67M - $2.2M
|
14.7K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
14.6K+ 6.21% |
$1.66M - $2.2M
|
250K
$38.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$1.41M - $1.86M
|
241K
$37.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.1K+ 6.27% |
$1.37M - $1.82M
|
205K
$31.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.57K+ 29.39% |
$747K - $988K
|
28.9K
$4.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.9K+ 11.91% |
$671K - $888K
|
55.5K
$8.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.41K+ 2.72% |
$615K - $814K
|
205K
$31.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.55K+ 116.37% |
$517K - $684K
|
8.46K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.42K+ 6.46% |
$502K - $664K
|
72.8K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.26KNew |
$371K - $490K
|
3.26K
$503K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.09KNew |
$351K - $464K
|
3.09K
$476K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.53KNew |
$287K - $380K
|
2.53K
$390K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02KNew |
$229K - $303K
|
2.02K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.94KNew |
$220K - $292K
|
1.94K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.84K+ 3.52% |
$209K - $276K
|
54K
$8.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62KNew |
$184K - $244K
|
1.62K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.53K+ 7.84% |
$174K - $230K
|
21.1K
$3.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.52KNew |
$173K - $229K
|
1.52K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.47KNew |
$167K - $220K
|
1.47K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.45KNew |
$165K - $219K
|
1.45K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.44KNew |
$164K - $216K
|
1.44K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.43KNew |
$162K - $214K
|
1.43K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.42KNew |
$161K - $213K
|
1.42K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.39K+ 5.34% |
$158K - $210K
|
27.5K
$4.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.39KNew |
$158K - $209K
|
1.39K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.36KNew |
$155K - $205K
|
1.36K
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.35KNew |
$154K - $203K
|
1.35K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35KNew |
$153K - $202K
|
1.35K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.35KNew |
$153K - $202K
|
1.35K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.21K+ 1.01% |
$137K - $182K
|
121K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 2.43% |
$137K - $181K
|
50.7K
$7.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.17K+ 1.14% |
$133K - $176K
|
104K
$16.1M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.13K+ 19.0% |
$128K - $169K
|
7.05K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.1K+ 34.43% |
$125K - $166K
|
4.3K
$664K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 22.42% |
$115K - $152K
|
5.53K
$853K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
928+ 1.81% |
$105K - $140K
|
52.3K
$8.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
885+ 19.91% |
$101K - $133K
|
5.33K
$823K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
856+ 11.87% |
$97.3K - $129K
|
8.07K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
791+ 0.6% |
$89.9K - $119K
|
132K
$20.4M
|