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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-60- 0.31% |
$5.66K - $6.04K
|
19.1K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-60- 0.88% |
$5.66K - $6.04K
|
6.77K
$977K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-61- 2.31% |
$5.75K - $6.15K
|
2.58K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-62- 1.11% |
$5.84K - $6.25K
|
5.52K
$795K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 0.17% |
$6.13K - $6.55K
|
39.2K
$5.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-66- 0.71% |
$6.22K - $6.65K
|
9.18K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-68- 1.03% |
$6.41K - $6.85K
|
6.51K
$938K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-72- 0.29% |
$6.79K - $7.25K
|
24.6K
$3.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-80- 3.22% |
$7.54K - $8.06K
|
2.41K
$347K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-86- 1.19% |
$8.11K - $8.66K
|
7.12K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-96- 3.15% |
$9.05K - $9.67K
|
2.95K
$425K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-96- 0.89% |
$9.05K - $9.67K
|
10.7K
$1.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-97- 0.15% |
$9.14K - $9.77K
|
66.5K
$9.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-98- 0.6% |
$9.24K - $9.87K
|
16.3K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-98- 3.49% |
$9.24K - $9.87K
|
2.71K
$391K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-112- 10.68% |
$10.6K - $11.3K
|
937
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-112- 17.55% |
$10.6K - $11.3K
|
526
$75.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-126- 0.35% |
$11.9K - $12.7K
|
35.9K
$5.17M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-130- 4.03% |
$12.3K - $13.1K
|
3.1K
$447K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-136- 4.99% |
$12.8K - $13.7K
|
2.59K
$373K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-136- 64.76% |
$12.8K - $13.7K
|
74
$10.7K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-140- 2.66% |
$13.2K - $14.1K
|
5.13K
$740K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-150- 1.03% |
$14.1K - $15.1K
|
14.4K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-152- 4.96% |
$14.3K - $15.3K
|
2.92K
$420K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-154- 42.08% |
$14.5K - $15.5K
|
212
$30.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-154- 1.58% |
$14.5K - $15.5K
|
9.6K
$1.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-157- 68.86% |
$14.8K - $15.8K
|
71
$10.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-171- 1.23% |
$16.1K - $17.2K
|
13.7K
$1.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-180- 2.4% |
$17K - $18.1K
|
7.32K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-190- 0.64% |
$17.9K - $19.1K
|
29.4K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-210- 3.43% |
$19.8K - $21.2K
|
5.92K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-213- 3.32% |
$20.1K - $21.5K
|
6.2K
$894K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-213- 0.84% |
$20.1K - $21.5K
|
25.2K
$3.63M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-216- 0.53% |
$20.4K - $21.8K
|
40.7K
$5.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-246- 3.4% |
$23.2K - $24.8K
|
6.98K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-246- 2.66% |
$23.2K - $24.8K
|
9.01K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-250- 5.35% |
$23.6K - $25.2K
|
4.42K
$637K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-252- 2.01% |
$23.8K - $25.4K
|
12.3K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-259- 5.86% |
$24.4K - $26.1K
|
4.16K
$600K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-283- 6.21% |
$26.7K - $28.5K
|
4.27K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-292- 6.68% |
$27.5K - $29.4K
|
4.08K
$588K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-298Closed |
$28.1K - $30K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-303- 10.12% |
$28.6K - $30.5K
|
2.69K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-306- 10.34% |
$28.8K - $30.8K
|
2.65K
$383K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-308- 1.08% |
$29K - $31K
|
28.2K
$4.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-317- 1.92% |
$29.9K - $31.9K
|
16.2K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-319- 2.55% |
$30.1K - $32.1K
|
12.2K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-331- 7.12% |
$31.2K - $33.3K
|
4.32K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-345- 2.45% |
$32.5K - $34.8K
|
13.7K
$1.98M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-350- 1.44% |
$33K - $35.3K
|
24K
$3.46M
|