Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$80.2 - $99
|
7.63K
$1.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1- 0.01% |
$80.2 - $99
|
11.1K
$1.59M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$80.2 - $99
|
5.86K
$845K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-3- 0.05% |
$241 - $297
|
6.24K
$900K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 0.59% |
$241 - $297
|
504
$72.7K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7- 3.1% |
$561 - $693
|
219
$31.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-7Closed |
$561 - $693
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8- 3.42% |
$641 - $792
|
226
$32.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20- 0.56% |
$1.6K - $1.98K
|
3.56K
$513K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 5.76% |
$1.76K - $2.18K
|
360
$51.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23- 0.19% |
$1.84K - $2.28K
|
12.1K
$1.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-29- 0.26% |
$2.33K - $2.87K
|
11.3K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-33- 1.05% |
$2.65K - $3.27K
|
3.12K
$449K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-37- 0.45% |
$2.97K - $3.66K
|
8.23K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-57- 71.25% |
$4.57K - $5.64K
|
23
$3.32K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-67- 1.11% |
$5.37K - $6.63K
|
5.96K
$860K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-81- 2.17% |
$6.49K - $8.02K
|
3.65K
$526K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-84- 56.38% |
$6.74K - $8.32K
|
65
$9.37K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-85- 0.84% |
$6.82K - $8.42K
|
10.1K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-96- 0.81% |
$7.7K - $9.51K
|
11.8K
$1.7M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 41.67% |
$8.02K - $9.9K
|
140
$20.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-101- 2.18% |
$8.1K - $10K
|
4.53K
$653K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-105- 23.08% |
$8.42K - $10.4K
|
350
$50.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-117- 2.76% |
$9.38K - $11.6K
|
4.13K
$595K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 0.56% |
$10.2K - $12.6K
|
22.7K
$3.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-130- 2.11% |
$10.4K - $12.9K
|
6.04K
$871K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-139- 27.25% |
$11.1K - $13.8K
|
371
$53.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-151- 0.29% |
$12.1K - $15K
|
52.6K
$7.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-153- 0.79% |
$12.3K - $15.2K
|
19.3K
$2.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-162- 4.94% |
$13K - $16K
|
3.12K
$449K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-162- 2.31% |
$13K - $16K
|
6.86K
$989K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-168- 94.38% |
$13.5K - $16.6K
|
10
$1.44K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-187- 0.53% |
$15K - $18.5K
|
35K
$5.04M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-196- 2.68% |
$15.7K - $19.4K
|
7.12K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-206- 0.74% |
$16.5K - $20.4K
|
27.5K
$3.97M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-206- 0.66% |
$16.5K - $20.4K
|
31.2K
$4.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-209- 5.1% |
$16.8K - $20.7K
|
3.89K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-225- 3.29% |
$18K - $22.3K
|
6.61K
$954K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-231- 5.28% |
$18.5K - $22.9K
|
4.14K
$597K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-257- 1.4% |
$20.6K - $25.4K
|
18.2K
$2.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-267- 35.6% |
$21.4K - $26.4K
|
483
$69.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-275- 95.16% |
$22K - $27.2K
|
14
$2.02K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-285- 4.8% |
$22.9K - $28.2K
|
5.65K
$815K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-287- 8.4% |
$23K - $28.4K
|
3.13K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-300- 8.33% |
$24.1K - $29.7K
|
3.3K
$476K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-303- 7.82% |
$24.3K - $30K
|
3.57K
$515K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-310- 9.83% |
$24.9K - $30.7K
|
2.84K
$410K
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-311- 4.44% |
$24.9K - $30.8K
|
6.7K
$966K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-314- 2.34% |
$25.2K - $31.1K
|
13.1K
$1.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-316- 0.64% |
$25.3K - $31.3K
|
48.7K
$7.03M
|