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 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
74+ 1.74% |
$6.98K - $7.45K
|
4.33K
$624K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 187.5% |
$5.66K - $6.04K
|
92
$13.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
58+ 1.93% |
$5.47K - $5.84K
|
3.07K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
46+ 1.86% |
$4.34K - $4.63K
|
2.52K
$363K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
37+ 6.23% |
$3.49K - $3.73K
|
631
$91K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 0.89% |
$3.3K - $3.53K
|
3.95K
$569K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
32+ 5.34% |
$3.02K - $3.22K
|
631
$91K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
30+ 9.93% |
$2.83K - $3.02K
|
332
$47.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28+ 1.3% |
$2.64K - $2.82K
|
2.18K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
27+ 30.34% |
$2.55K - $2.72K
|
116
$16.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
26+ 0.11% |
$2.45K - $2.62K
|
24.5K
$3.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
25+ 0.14% |
$2.36K - $2.52K
|
17.4K
$2.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23+ 0.24% |
$2.17K - $2.32K
|
9.67K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23New |
$2.17K - $2.32K
|
23
$3.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.05% |
$2.07K - $2.22K
|
44.2K
$6.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
22+ 0.38% |
$2.07K - $2.22K
|
5.83K
$841K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$1.89K - $2.01K
|
20
$2.88K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
19+ 0.18% |
$1.79K - $1.91K
|
10.4K
$1.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$1.41K - $1.51K
|
15
$2.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 2.99% |
$1.13K - $1.21K
|
413
$59.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8+ 0.0% |
$754 - $806
|
213K
$30.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.07% |
$566 - $604
|
8.98K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
5+ 0.05% |
$471 - $504
|
10.3K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.08% |
$189 - $201
|
2.53K
$365K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$94.3 - $101
|
5.58K
$804K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$94.3 - $101
|
7.52K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$94.3 - $101
|
843
$122K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.83% |
$94.3 - $101
|
122
$17.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1- 20.0% |
$94.3 - $101
|
4
$577
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 2.86% |
$189 - $201
|
68
$9.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6- 12.5% |
$566 - $604
|
42
$6.06K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-7- 0.11% |
$660 - $705
|
6.63K
$955K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.06% |
$660 - $705
|
12.2K
$1.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10- 0.18% |
$943 - $1.01K
|
5.42K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-10- 0.22% |
$943 - $1.01K
|
4.54K
$654K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 1.96% |
$1.04K - $1.11K
|
549
$79.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15- 0.31% |
$1.41K - $1.51K
|
4.83K
$697K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-17- 0.29% |
$1.6K - $1.71K
|
5.76K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28- 0.35% |
$2.64K - $2.82K
|
7.97K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 1.01% |
$2.64K - $2.82K
|
2.75K
$397K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-33- 1.41% |
$3.11K - $3.32K
|
2.31K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-41- 1.22% |
$3.87K - $4.13K
|
3.31K
$477K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-43- 37.07% |
$4.05K - $4.33K
|
73
$10.5K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-46Closed |
$4.34K - $4.63K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-49- 1.46% |
$4.62K - $4.94K
|
3.3K
$476K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-50- 1.04% |
$4.71K - $5.04K
|
4.76K
$686K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-50- 0.06% |
$4.71K - $5.04K
|
87.4K
$12.6M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-53- 0.56% |
$5K - $5.34K
|
9.47K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-57- 0.21% |
$5.37K - $5.74K
|
27.4K
$3.95M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-58- 0.38% |
$5.47K - $5.84K
|
15.1K
$2.17M
|