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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
249+ 2.99% |
$25.3K - $27.3K
|
8.58K
$1.24M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
239+ 2.87% |
$24.2K - $26.2K
|
8.56K
$1.23M
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
235+ 4.35% |
$23.8K - $25.7K
|
5.64K
$813K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
233New |
$23.6K - $25.5K
|
233
$33.6K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
230+ 2.66% |
$23.3K - $25.2K
|
8.88K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
216New |
$21.9K - $23.6K
|
216
$31.1K
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
204+ 1.76% |
$20.7K - $22.3K
|
11.8K
$1.7M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
185+ 13.28% |
$18.8K - $20.2K
|
1.58K
$228K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
176+ 13.21% |
$17.8K - $19.3K
|
1.51K
$217K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 3.04% |
$16.9K - $18.3K
|
5.66K
$816K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
167+ 3.04% |
$16.9K - $18.3K
|
5.66K
$816K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
158+ 3.59% |
$16K - $17.3K
|
4.57K
$658K
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
155New |
$15.7K - $17K
|
155
$22.3K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
131New |
$13.3K - $14.3K
|
131
$18.9K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
129+ 0.57% |
$13.1K - $14.1K
|
22.8K
$3.29M
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
120New |
$12.2K - $13.1K
|
120
$17.3K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
115+ 2.14% |
$11.7K - $12.6K
|
5.49K
$792K
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
95New |
$9.63K - $10.4K
|
95
$13.7K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
90New |
$9.13K - $9.85K
|
90
$13K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
88+ 2.62% |
$8.92K - $9.63K
|
3.45K
$497K
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
61+ 3.7% |
$6.19K - $6.68K
|
1.71K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54+ 0.21% |
$5.48K - $5.91K
|
25.8K
$3.73M
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
50+ 1.25% |
$5.07K - $5.47K
|
4.07K
$586K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
48New |
$4.87K - $5.25K
|
48
$6.92K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
41+ 1.86% |
$4.16K - $4.49K
|
2.25K
$324K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
38+ 0.65% |
$3.85K - $4.16K
|
5.9K
$850K
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
35+ 0.8% |
$3.55K - $3.83K
|
4.4K
$634K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
35+ 0.88% |
$3.55K - $3.83K
|
4.01K
$579K
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
27New |
$2.74K - $2.96K
|
27
$3.89K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
26+ 6.62% |
$2.64K - $2.85K
|
419
$60.4K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 1.98% |
$2.23K - $2.41K
|
1.13K
$163K
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17+ 0.13% |
$1.72K - $1.86K
|
12.7K
$1.83M
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.07% |
$1.01K - $1.09K
|
13.3K
$1.92M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
9+ 2.3% |
$913 - $985
|
401
$57.8K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.09% |
$608 - $657
|
6.74K
$972K
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$507 - $547
|
2.24K
$323K
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$507 - $547
|
2.63K
$379K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.14% |
$304 - $328
|
2.09K
$301K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.07% |
$304 - $328
|
4.54K
$655K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.08% |
$203 - $219
|
2.4K
$346K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$203 - $219
|
2.01K
$289K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.06% |
$203 - $219
|
3.2K
$461K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.57% |
$101 - $109
|
176
$25.4K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$101 - $109
|
667
$96.2K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$101 - $109
|
24.2K
$3.5M
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.01% |
$101 - $109
|
8.14K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$101 - $109
|
1
$144
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1- 0.79% |
$101 - $109
|
126
$18.2K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 11.76% |
$203 - $219
|
15
$2.16K
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5- 0.13% |
$507 - $547
|
3.93K
$567K
|