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 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.63K- 5.59% |
$267K - $288K
|
44.5K
$6.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.64K- 6.92% |
$267K - $288K
|
35.4K
$5.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.66KClosed |
$270K - $291K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.75KClosed |
$279K - $301K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.85KClosed |
$289K - $311K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.89KClosed |
$293K - $317K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 3.95% |
$297K - $320K
|
71.1K
$10.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3KClosed |
$304K - $329K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.18K- 1.54% |
$323K - $348K
|
204K
$29.3M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.19K- 18.71% |
$323K - $349K
|
13.8K
$2M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.4K- 10.24% |
$344K - $372K
|
29.7K
$4.29M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.58K- 5.4% |
$363K - $392K
|
62.7K
$9.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.77K- 1.91% |
$382K - $412K
|
193K
$27.8M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.49K- 99.01% |
$455K - $492K
|
45
$6.49K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.54K- 97.84% |
$460K - $496K
|
100
$14.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-5.79K- 96.45% |
$587K - $633K
|
213
$30.7K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.13K- 0.55% |
$621K - $670K
|
1.11M
$160M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.31K- 66.35% |
$640K - $691K
|
3.2K
$461K
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.51KClosed |
$660K - $712K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.6K- 25.02% |
$669K - $722K
|
19.8K
$2.85M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.3KClosed |
$1.15M - $1.24M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-11.3KClosed |
$1.15M - $1.24M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 4.64% |
$1.18M - $1.27M
|
238K
$34.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-11.7K- 5.45% |
$1.19M - $1.29M
|
204K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 13.42% |
$1.29M - $1.39M
|
82K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.3K- 72.97% |
$1.45M - $1.57M
|
5.3K
$764K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16.1KClosed |
$1.63M - $1.76M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-16.6KClosed |
$1.68M - $1.81M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-16.9KClosed |
$1.71M - $1.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-18.8K- 53.42% |
$1.91M - $2.06M
|
16.4K
$2.36M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.2K- 6.33% |
$1.95M - $2.1M
|
284K
$41M
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-19.4K- 15.61% |
$1.97M - $2.13M
|
105K
$15.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-19.5K- 11.0% |
$1.98M - $2.13M
|
158K
$22.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-20.6K- 15.97% |
$2.09M - $2.25M
|
108K
$15.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-21.1K- 39.34% |
$2.14M - $2.31M
|
32.6K
$4.7M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22.3K- 57.56% |
$2.26M - $2.44M
|
16.5K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.5K- 3.91% |
$2.28M - $2.46M
|
552K
$79.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.6KClosed |
$2.29M - $2.47M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-24.4K- 1.9% |
$2.47M - $2.67M
|
1.26M
$181M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-26.1K- 43.89% |
$2.65M - $2.86M
|
33.4K
$4.82M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-27.9K- 8.84% |
$2.83M - $3.05M
|
288K
$41.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.9K- 48.13% |
$2.83M - $3.06M
|
30.1K
$4.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-31.4K- 12.81% |
$3.18M - $3.43M
|
213K
$30.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 23.51% |
$4.06M - $4.39M
|
130K
$18.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-43.1K- 20.18% |
$4.37M - $4.72M
|
170K
$24.6M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-44.8K- 55.38% |
$4.54M - $4.9M
|
36.1K
$5.2M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-48.5K- 82.63% |
$4.92M - $5.31M
|
10.2K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.7K- 10.77% |
$5.24M - $5.65M
|
428K
$61.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.3K- 10.83% |
$6.32M - $6.82M
|
513K
$74M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-95.9K- 1.81% |
$9.73M - $10.5M
|
5.21M
$751M
|