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 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 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04K+ 40.25% |
$118K - $156K
|
3.61K
$557K
|
|
|
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
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
778+ 33.53% |
$88.4K - $117K
|
3.1K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
736+ 0.27% |
$83.7K - $111K
|
274K
$42.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
703+ 31.97% |
$79.9K - $106K
|
2.9K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
623+ 106.13% |
$70.8K - $93.7K
|
1.21K
$187K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
605+ 2.29% |
$68.8K - $91K
|
27K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
597New |
$67.9K - $89.8K
|
597
$92.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
553+ 1.76% |
$62.9K - $83.2K
|
31.9K
$4.92M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
488+ 11.87% |
$55.5K - $73.4K
|
4.6K
$710K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
441+ 1.46% |
$50.1K - $66.3K
|
30.7K
$4.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
409+ 0.99% |
$46.5K - $61.5K
|
41.7K
$6.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
374+ 12.46% |
$42.5K - $56.2K
|
3.38K
$521K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
362+ 1.32% |
$41.1K - $54.4K
|
27.9K
$4.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
343+ 2.09% |
$39K - $51.6K
|
16.7K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
340+ 18.4% |
$38.6K - $51.1K
|
2.19K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
320+ 160.8% |
$36.4K - $48.1K
|
519
$80.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
318+ 9.64% |
$36.1K - $47.8K
|
3.62K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
238+ 14.03% |
$27.1K - $35.8K
|
1.93K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
182+ 0.18% |
$20.7K - $27.4K
|
102K
$15.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
156+ 0.47% |
$17.7K - $23.5K
|
33.4K
$5.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
132New |
$15K - $19.9K
|
132
$20.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
128New |
$14.5K - $19.3K
|
128
$19.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
105+ 2.93% |
$11.9K - $15.8K
|
3.69K
$569K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
91+ 7.21% |
$10.3K - $13.7K
|
1.35K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
66+ 0.63% |
$7.5K - $9.93K
|
10.5K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
63+ 0.68% |
$7.16K - $9.48K
|
9.31K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
57+ 1.45% |
$6.48K - $8.57K
|
3.98K
$614K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
55+ 19.86% |
$6.25K - $8.27K
|
332
$51.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
39+ 0.76% |
$4.43K - $5.87K
|
5.15K
$794K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
34+ 1.83% |
$3.86K - $5.11K
|
1.89K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23+ 7.14% |
$2.61K - $3.46K
|
345
$53.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
23+ 1.24% |
$2.61K - $3.46K
|
1.87K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18+ 0.57% |
$2.05K - $2.71K
|
3.2K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
11New |
$1.25K - $1.65K
|
11
$1.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.29% |
$1.25K - $1.65K
|
3.76K
$581K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
10+ 0.14% |
$1.14K - $1.5K
|
7.01K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9+ 0.14% |
$1.02K - $1.35K
|
6.35K
$980K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9+ 0.14% |
$1.02K - $1.35K
|
6.3K
$973K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
9+ 0.53% |
$1.02K - $1.35K
|
1.7K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.09% |
$568 - $752
|
5.74K
$885K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$455 - $602
|
8.32K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3New |
$341 - $451
|
3
$463
|