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 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 33.36% |
$206K - $220K
|
4.37K
$629K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.26K- 1.1% |
$213K - $227K
|
202K
$29.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.29K- 13.12% |
$216K - $231K
|
15.2K
$2.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 1.71% |
$220K - $235K
|
134K
$19.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.39K- 7.45% |
$226K - $241K
|
29.8K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.56K- 31.33% |
$242K - $258K
|
5.62K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.59K- 32.43% |
$244K - $261K
|
5.4K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.87K- 5.03% |
$270K - $289K
|
54.2K
$7.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.87K- 7.12% |
$271K - $290K
|
37.5K
$5.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.91KClosed |
$274K - $293K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.93K- 61.83% |
$276K - $295K
|
1.81K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.97K- 36.34% |
$280K - $300K
|
5.21K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.11K- 33.12% |
$293K - $314K
|
6.28K
$906K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.15K- 11.06% |
$297K - $317K
|
25.3K
$3.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.32K- 2.9% |
$313K - $334K
|
111K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.49K- 2.37% |
$329K - $351K
|
144K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4K- 0.78% |
$377K - $403K
|
512K
$73.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.19K- 1.52% |
$395K - $422K
|
272K
$39.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.2K- 4.21% |
$396K - $423K
|
95.6K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.87K- 1.43% |
$459K - $491K
|
336K
$48.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.28K- 29.8% |
$497K - $532K
|
12.4K
$1.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.48K- 1.49% |
$517K - $552K
|
363K
$52.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.52K- 3.29% |
$520K - $556K
|
162K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-5.76K- 20.71% |
$543K - $580K
|
22K
$3.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.82K- 46.73% |
$548K - $586K
|
6.63K
$956K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6.35K- 5.85% |
$599K - $640K
|
102K
$14.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 2.67% |
$629K - $672K
|
243K
$35M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.08K- 8.79% |
$668K - $714K
|
73.5K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.13K- 5.32% |
$672K - $718K
|
127K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-7.23K- 10.97% |
$681K - $728K
|
58.6K
$8.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-7.65K- 4.08% |
$721K - $771K
|
180K
$25.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-7.65K- 6.11% |
$721K - $771K
|
118K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.69K- 15.79% |
$725K - $775K
|
41K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.91K- 4.33% |
$745K - $797K
|
175K
$25.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-8.09K- 5.35% |
$762K - $815K
|
143K
$20.6M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-8.93K- 6.56% |
$841K - $899K
|
127K
$18.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-9.8K- 44.35% |
$924K - $988K
|
12.3K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11K- 6.22% |
$1.04M - $1.11M
|
166K
$23.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12K- 33.31% |
$1.14M - $1.21M
|
24.1K
$3.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-13.1K- 61.7% |
$1.23M - $1.31M
|
8.1K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.7K- 47.93% |
$1.38M - $1.48M
|
15.9K
$2.3M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-14.8K- 48.03% |
$1.39M - $1.49M
|
16K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 1.11% |
$1.45M - $1.55M
|
1.37M
$197M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-15.8K- 74.28% |
$1.49M - $1.59M
|
5.46K
$787K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-16.5K- 58.28% |
$1.56M - $1.67M
|
11.8K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.2K- 1.92% |
$1.63M - $1.74M
|
882K
$127M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-19.5K- 6.25% |
$1.84M - $1.96M
|
292K
$42.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-20.1K- 10.47% |
$1.9M - $2.03M
|
172K
$24.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20.4K- 33.04% |
$1.92M - $2.06M
|
41.4K
$5.97M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-22.1K- 27.3% |
$2.09M - $2.23M
|
59K
$8.5M
|