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 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.11% |
$227 - $301
|
1.81K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$227 - $301
|
1.43K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.03% |
$227 - $301
|
7.03K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$227 - $301
|
1.63K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.07% |
$227 - $301
|
2.69K
$415K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.05% |
$227 - $301
|
4.09K
$631K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$114 - $150
|
604
$93.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
1+ 0.03% |
$114 - $150
|
3.31K
$511K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$114 - $150
|
1.75K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$114 - $150
|
936
$144K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.07% |
$114 - $150
|
1.53K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1+ 0.04% |
$114 - $150
|
2.41K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $150
|
4.23K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.03% |
$114 - $150
|
3.21K
$495K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.18% |
$114 - $150
|
565
$87.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.12% |
$568 - $752
|
4.24K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.86% |
$2.05K - $2.71K
|
2.06K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-26- 0.26% |
$2.96K - $3.91K
|
10.2K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-28- 0.38% |
$3.18K - $4.21K
|
7.44K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-31- 0.43% |
$3.52K - $4.66K
|
7.22K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-38- 1.51% |
$4.32K - $5.72K
|
2.47K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-54- 0.64% |
$6.14K - $8.12K
|
8.4K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-59- 0.91% |
$6.71K - $8.87K
|
6.4K
$987K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-59- 2.88% |
$6.71K - $8.87K
|
1.99K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.65% |
$8.75K - $11.6K
|
4.6K
$710K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 4.17% |
$8.98K - $11.9K
|
1.82K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-81- 0.47% |
$9.21K - $12.2K
|
17.2K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-84- 1.06% |
$9.55K - $12.6K
|
7.86K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-100- 2.1% |
$11.4K - $15K
|
4.66K
$719K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-104- 21.14% |
$11.8K - $15.6K
|
388
$59.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-109- 2.38% |
$12.4K - $16.4K
|
4.48K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-110- 2.33% |
$12.5K - $16.5K
|
4.62K
$713K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-111- 0.16% |
$12.6K - $16.7K
|
67.7K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-137- 2.92% |
$15.6K - $20.6K
|
4.55K
$702K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-138- 86.25% |
$15.7K - $20.8K
|
22
$3.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-158- 9.25% |
$18K - $23.8K
|
1.55K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-161- 0.39% |
$18.3K - $24.2K
|
41K
$6.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-163- 0.47% |
$18.5K - $24.5K
|
34.4K
$5.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-174- 38.67% |
$19.8K - $26.2K
|
276
$42.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-175- 4.89% |
$19.9K - $26.3K
|
3.41K
$526K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-197- 6.3% |
$22.4K - $29.6K
|
2.93K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-200- 4.58% |
$22.7K - $30.1K
|
4.17K
$643K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-219- 0.25% |
$24.9K - $32.9K
|
86.5K
$13.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-230- 2.51% |
$26.1K - $34.6K
|
8.95K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-232- 3.19% |
$26.4K - $34.9K
|
7.04K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-257- 3.31% |
$29.2K - $38.7K
|
7.51K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-279- 9.71% |
$31.7K - $42K
|
2.59K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-288- 15.43% |
$32.7K - $43.3K
|
1.58K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-302- 0.87% |
$34.3K - $45.4K
|
34.3K
$5.3M
|