Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.37K+ 3.19% |
$848K - $916K
|
271K
$39.1M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.23K+ 3.68% |
$835K - $901K
|
232K
$33.4M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.55K+ 0.64% |
$766K - $827K
|
1.18M
$170M
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.46K+ 55.88% |
$757K - $817K
|
20.8K
$3M
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
7.28K+ 30.67% |
$738K - $797K
|
31K
$4.47M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7KNew |
$710K - $766K
|
7K
$1.01M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.98K+ 12.41% |
$708K - $764K
|
63.2K
$9.11M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.72K+ 19.21% |
$681K - $735K
|
41.7K
$6.01M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.6K+ 1.64% |
$669K - $722K
|
410K
$59.1M
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.34KNew |
$643K - $694K
|
6.34K
$915K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.88K+ 1.23% |
$596K - $643K
|
485K
$69.9M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.86K+ 2.42% |
$594K - $641K
|
248K
$35.7M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.83KNew |
$591K - $638K
|
5.83K
$840K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
5.39K+ 4.43% |
$546K - $589K
|
127K
$18.3M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.16K+ 22.62% |
$523K - $565K
|
28K
$4.03M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.14KNew |
$522K - $563K
|
5.14K
$742K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.36K+ 51.43% |
$442K - $477K
|
12.8K
$1.85M
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.09KNew |
$415K - $448K
|
4.09K
$590K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.06K+ 49.25% |
$412K - $444K
|
12.3K
$1.77M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.93KNew |
$399K - $430K
|
3.93K
$567K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.84KNew |
$390K - $420K
|
3.84K
$554K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.73K+ 101.72% |
$379K - $409K
|
7.4K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.66KNew |
$371K - $400K
|
3.66K
$528K
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3.44K+ 1.85% |
$349K - $377K
|
189K
$27.3M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.41K+ 13.93% |
$346K - $373K
|
27.9K
$4.02M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
3.32K+ 23.93% |
$337K - $363K
|
17.2K
$2.48M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.21K+ 7.02% |
$326K - $352K
|
49K
$7.06M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.13KNew |
$318K - $343K
|
3.13K
$452K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.9K+ 17.22% |
$294K - $318K
|
19.8K
$2.85M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.83KNew |
$287K - $310K
|
2.83K
$408K
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$277K - $299K
|
2.73K
$394K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.72K+ 13.96% |
$275K - $297K
|
22.2K
$3.2M
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
2.66KNew |
$270K - $291K
|
2.66K
$384K
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
2.61K+ 17.94% |
$264K - $285K
|
17.1K
$2.47M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.61KNew |
$264K - $285K
|
2.61K
$376K
|
|
Nov 10, 2021
Q3 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.6KNew |
$264K - $285K
|
2.6K
$375K
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.6KNew |
$264K - $285K
|
2.6K
$375K
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.5KNew |
$254K - $274K
|
2.5K
$361K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.49K+ 7.13% |
$252K - $272K
|
37.3K
$5.39M
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.42K+ 44.67% |
$245K - $265K
|
7.84K
$1.13M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.31KNew |
$234K - $252K
|
2.31K
$333K
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.28KNew |
$231K - $250K
|
2.28K
$329K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.21KNew |
$224K - $242K
|
2.21K
$319K
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.06KNew |
$209K - $226K
|
2.06K
$297K
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
2.04KNew |
$207K - $223K
|
2.04K
$294K
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.03K+ 4.9% |
$206K - $222K
|
43.5K
$6.27M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.95KNew |
$198K - $214K
|
1.95K
$282K
|
|
Oct 26, 2021
Q3 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
1.87K+ 13.74% |
$190K - $205K
|
15.5K
$2.23M
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.65K+ 0.5% |
$167K - $181K
|
332K
$47.8M
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.54K+ 8.9% |
$156K - $169K
|
18.8K
$2.72M
|