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 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.55K+ 2.2% |
$523K - $559K
|
258K
$37.2M
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.46KNew |
$514K - $550K
|
5.46K
$787K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.31KNew |
$501K - $535K
|
5.31K
$766K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.26K+ 242.76% |
$496K - $530K
|
7.43K
$1.07M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.17K+ 7.51% |
$487K - $521K
|
74K
$10.7M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.14K+ 7.11% |
$484K - $517K
|
77.3K
$11.2M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.09K+ 31.6% |
$479K - $512K
|
21.2K
$3.05M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.66K+ 6.81% |
$439K - $469K
|
73.1K
$10.5M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.57K+ 53.85% |
$431K - $460K
|
13.1K
$1.88M
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.2K+ 4.7% |
$396K - $423K
|
93.4K
$13.5M
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.11KNew |
$388K - $414K
|
4.11K
$593K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.1K+ 42.18% |
$387K - $413K
|
13.8K
$1.99M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.88K+ 12.65% |
$365K - $391K
|
34.5K
$4.98M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.82K+ 2.66% |
$360K - $385K
|
147K
$21.3M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.63KNew |
$342K - $366K
|
3.63K
$524K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.52K+ 87.57% |
$331K - $354K
|
7.53K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.35K+ 1.41% |
$316K - $338K
|
241K
$34.7M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.32K+ 3.01% |
$313K - $334K
|
114K
$16.4M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.3KNew |
$311K - $332K
|
3.3K
$476K
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.29KNew |
$310K - $332K
|
3.29K
$475K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.27KNew |
$308K - $329K
|
3.27K
$471K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.23KNew |
$304K - $325K
|
3.23K
$466K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.22K+ 20.48% |
$303K - $324K
|
18.9K
$2.73M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$303K - $324K
|
3.21K
$463K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.18KNew |
$300K - $320K
|
3.18K
$459K
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$287K - $306K
|
3.04K
$438K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.03KNew |
$286K - $305K
|
3.03K
$437K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3KNew |
$283K - $302K
|
3K
$432K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.96K+ 4.93% |
$279K - $298K
|
62.9K
$9.07M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.86KNew |
$270K - $289K
|
2.86K
$413K
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.83KNew |
$267K - $285K
|
2.83K
$408K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.8K+ 0.58% |
$264K - $282K
|
486K
$70M
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.78K+ 0.74% |
$262K - $280K
|
377K
$54.4M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.68K+ 2.52% |
$253K - $270K
|
109K
$15.7M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.65K+ 6.42% |
$250K - $267K
|
44K
$6.35M
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.59KNew |
$244K - $261K
|
2.59K
$374K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.55KNew |
$240K - $257K
|
2.55K
$368K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.54K+ 15.81% |
$239K - $256K
|
18.6K
$2.68M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.37K+ 90.12% |
$224K - $239K
|
5K
$722K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.36K+ 6.13% |
$223K - $238K
|
40.9K
$5.9M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$222K - $237K
|
2.36K
$340K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.32K+ 8.27% |
$219K - $234K
|
30.3K
$4.38M
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.3K+ 7.74% |
$217K - $232K
|
32K
$4.62M
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.29KNew |
$216K - $231K
|
2.29K
$330K
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.19KNew |
$206K - $221K
|
2.19K
$316K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.15K+ 2.06% |
$203K - $217K
|
106K
$15.3M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.15KNew |
$203K - $217K
|
2.15K
$310K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.1K+ 3.47% |
$198K - $212K
|
62.7K
$9.04M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.1K+ 31.77% |
$198K - $211K
|
8.7K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.04K+ 65.34% |
$192K - $206K
|
5.17K
$745K
|