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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.38K+ 6.73% |
$140K - $151K
|
21.9K
$3.16M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.34K+ 3.93% |
$136K - $147K
|
35.5K
$5.11M
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
1.32K+ 5.18% |
$134K - $145K
|
26.8K
$3.87M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.31K+ 58.21% |
$133K - $144K
|
3.57K
$514K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
1.31K+ 5.59% |
$133K - $143K
|
24.7K
$3.57M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$132K - $142K
|
1.3K
$187K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.27K+ 12.28% |
$129K - $139K
|
11.6K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 37.1% |
$122K - $132K
|
4.45K
$642K
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
1.14KNew |
$116K - $125K
|
1.14K
$165K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 12.09% |
$103K - $111K
|
9.4K
$1.36M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
977+ 12.91% |
$99.1K - $107K
|
8.54K
$1.23M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
962New |
$97.6K - $105K
|
962
$139K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
868+ 1.74% |
$88K - $95K
|
50.8K
$7.33M
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
855+ 13.22% |
$86.7K - $93.6K
|
7.32K
$1.06M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
841+ 74.76% |
$85.3K - $92K
|
1.97K
$283K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
835+ 2.83% |
$84.7K - $91.4K
|
30.3K
$4.37M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
751New |
$76.2K - $82.2K
|
751
$108K
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
731+ 2.92% |
$74.1K - $80K
|
25.8K
$3.71M
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
717+ 1.51% |
$72.7K - $78.5K
|
48.3K
$6.97M
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
702+ 6.36% |
$71.2K - $76.8K
|
11.7K
$1.69M
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
620+ 7.67% |
$62.9K - $67.9K
|
8.7K
$1.25M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
613+ 1.92% |
$62.2K - $67.1K
|
32.5K
$4.69M
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
613+ 7.05% |
$62.2K - $67.1K
|
9.3K
$1.34M
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
567+ 2.26% |
$57.5K - $62.1K
|
25.7K
$3.7M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
554+ 2.65% |
$56.2K - $60.6K
|
21.5K
$3.1M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
507+ 78.12% |
$51.4K - $55.5K
|
1.16K
$167K
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
493+ 2.17% |
$50K - $54K
|
23.3K
$3.35M
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
475+ 21.65% |
$48.2K - $52K
|
2.67K
$385K
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
455+ 10.21% |
$46.1K - $49.8K
|
4.91K
$708K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
451+ 19.84% |
$45.7K - $49.4K
|
2.72K
$393K
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
450+ 10.98% |
$45.6K - $49.3K
|
4.55K
$656K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
428+ 2.04% |
$43.4K - $46.8K
|
21.4K
$3.09M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
421New |
$42.7K - $46.1K
|
421
$60.7K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
403+ 2.83% |
$40.9K - $44.1K
|
14.6K
$2.11M
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
389New |
$39.4K - $42.6K
|
389
$56.1K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
384+ 6.04% |
$38.9K - $42K
|
6.74K
$972K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
378+ 36.42% |
$38.3K - $41.4K
|
1.42K
$204K
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
375New |
$38K - $41K
|
375
$54.1K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
373New |
$37.8K - $40.8K
|
373
$53.8K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
351+ 6.45% |
$35.6K - $38.4K
|
5.79K
$835K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
350+ 291.67% |
$35.5K - $38.3K
|
470
$67.8K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
331New |
$33.6K - $36.2K
|
331
$47.7K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
330+ 1.59% |
$33.5K - $36.1K
|
21K
$3.03M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
329+ 6.27% |
$33.4K - $36K
|
5.58K
$804K
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
328+ 15.85% |
$33.3K - $35.9K
|
2.4K
$346K
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
299+ 8.83% |
$30.3K - $32.7K
|
3.69K
$531K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
276+ 210.69% |
$28K - $30.2K
|
407
$58.7K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
270+ 3.87% |
$27.4K - $29.6K
|
7.24K
$1.04M
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
254+ 1.05% |
$25.8K - $27.8K
|
24.6K
$3.54M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
253+ 6.27% |
$25.7K - $27.7K
|
4.29K
$618K
|