Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 14.61% |
$134M - $143M
|
11.1M
$1.61B
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
364K+ 2.7% |
$34.4M - $36.7M
|
13.8M
$2B
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
229KNew |
$21.6M - $23.1M
|
229K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
175K+ 2.47% |
$16.5M - $17.6M
|
7.26M
$1.05B
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 36.67% |
$13.7M - $14.6M
|
542K
$78.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
130K+ 97.16% |
$12.3M - $13.1M
|
264K
$38.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
110KNew |
$10.4M - $11.1M
|
110K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
106K+ 155.68% |
$10M - $10.7M
|
175K
$25.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
101K+ 40.11% |
$9.49M - $10.1M
|
352K
$50.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
86.3KNew |
$8.13M - $8.69M
|
86.3K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78K+ 18.36% |
$7.35M - $7.86M
|
503K
$72.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
75.1K+ 69.27% |
$7.08M - $7.57M
|
184K
$26.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
64.5K+ 58.36% |
$6.08M - $6.5M
|
175K
$25.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
63.2K+ 86.66% |
$5.96M - $6.37M
|
136K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.2K+ 1938.86% |
$5.86M - $6.26M
|
65.4K
$9.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.9K+ 951.87% |
$5.27M - $5.63M
|
61.7K
$8.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
53.6K+ 43.37% |
$5.05M - $5.4M
|
177K
$25.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.9K+ 4.08% |
$4.89M - $5.23M
|
1.32M
$191M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
50.6K+ 8566.16% |
$4.77M - $5.1M
|
51.2K
$7.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
46.5K+ 5.94% |
$4.38M - $4.68M
|
829K
$119M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
44K+ 2.54% |
$4.14M - $4.43M
|
1.78M
$256M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.3K+ 3.18% |
$2.95M - $3.15M
|
1.02M
$146M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
30.4KNew |
$2.86M - $3.06M
|
30.4K
$4.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
29KNew |
$2.73M - $2.92M
|
29K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28.3K+ 21.07% |
$2.67M - $2.85M
|
163K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.1K+ 363.95% |
$2.56M - $2.73M
|
34.6K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.1K+ 131.68% |
$2.36M - $2.53M
|
44.1K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 3.44% |
$2.19M - $2.34M
|
699K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.1K+ 16.44% |
$2.08M - $2.22M
|
156K
$22.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
22.1K+ 148.39% |
$2.08M - $2.22M
|
36.9K
$5.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
21.4K+ 39.91% |
$2.02M - $2.16M
|
75K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.5K+ 3.47% |
$1.93M - $2.06M
|
610K
$87.9M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
18.5K+ 12.48% |
$1.75M - $1.87M
|
167K
$24.1M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
16.8KNew |
$1.58M - $1.69M
|
16.8K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.3K+ 104.4% |
$1.54M - $1.64M
|
31.9K
$4.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
15.3K+ 13.71% |
$1.44M - $1.54M
|
127K
$18.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
15.2K+ 7.12% |
$1.44M - $1.54M
|
229K
$33.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.9K+ 16.85% |
$1.41M - $1.5M
|
103K
$14.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
14.6K+ 5.94% |
$1.38M - $1.47M
|
261K
$37.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.8K+ 15.44% |
$1.3M - $1.39M
|
103K
$14.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$1.28M - $1.36M
|
13.5K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10.7KNew |
$1.01M - $1.08M
|
10.7K
$1.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2K+ 100.26% |
$961K - $1.03M
|
20.4K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.39K+ 1.68% |
$885K - $945K
|
569K
$82M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7.67KNew |
$723K - $773K
|
7.67K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.12K+ 216.21% |
$672K - $718K
|
10.4K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
7.07KNew |
$666K - $712K
|
7.07K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
6.91K+ 10.16% |
$652K - $696K
|
74.9K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6.56K+ 1.64% |
$619K - $661K
|
406K
$58.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
5.93K+ 2.25% |
$559K - $598K
|
270K
$38.9M
|