Purchases and Sales Made in Q3 2024 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 2024. 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 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3K- 12.08% |
$350K - $400K
|
21.8K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 5.88% |
$351K - $401K
|
48.1K
$6.94M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 3.16% |
$355K - $406K
|
93.3K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.41K- 2.49% |
$398K - $455K
|
133K
$19.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.47K- 6.69% |
$406K - $464K
|
48.4K
$6.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.75K- 13.08% |
$555K - $635K
|
31.6K
$4.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.84K- 2.59% |
$565K - $646K
|
182K
$26.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-5.12K- 2.06% |
$598K - $684K
|
243K
$35.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.21K- 2.57% |
$609K - $696K
|
198K
$28.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.28K- 50.17% |
$616K - $705K
|
5.24K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5.32K- 16.78% |
$621K - $710K
|
26.4K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.33K- 6.49% |
$622K - $712K
|
76.7K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.39K- 5.37% |
$629K - $720K
|
95.1K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.41K- 21.51% |
$632K - $723K
|
19.7K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.44K- 6.33% |
$635K - $726K
|
80.5K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.8K- 6.67% |
$677K - $774K
|
81.2K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.73K- 2.74% |
$786K - $899K
|
239K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.22K- 4.88% |
$843K - $964K
|
141K
$20.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.61K- 5.27% |
$889K - $1.02M
|
137K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.74K- 30.73% |
$904K - $1.03M
|
17.5K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.51K- 5.02% |
$993K - $1.14M
|
161K
$23.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.25K- 3.64% |
$1.08M - $1.23M
|
245K
$35.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.9K- 95.72% |
$1.16M - $1.32M
|
443
$63.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 28.88% |
$1.23M - $1.41M
|
25.9K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-11.7K- 51.13% |
$1.36M - $1.56M
|
11.2K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-11.8K- 5.77% |
$1.38M - $1.58M
|
193K
$27.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-12.3K- 84.73% |
$1.43M - $1.64M
|
2.21K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.7K- 81.5% |
$1.49M - $1.7M
|
2.89K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13K- 19.66% |
$1.52M - $1.74M
|
53.2K
$7.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13.3K- 25.7% |
$1.55M - $1.77M
|
38.4K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.4K- 2.54% |
$1.56M - $1.78M
|
512K
$73.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.4K- 82.87% |
$1.57M - $1.79M
|
2.77K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.4K- 13.73% |
$1.69M - $1.93M
|
90.8K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-14.9K- 7.76% |
$1.74M - $2M
|
178K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.4K- 15.03% |
$1.91M - $2.19M
|
92.7K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.9K- 3.02% |
$2.2M - $2.52M
|
606K
$87.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.9K- 63.93% |
$2.44M - $2.79M
|
11.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-25.9K- 39.49% |
$3.03M - $3.46M
|
39.7K
$5.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-26.3K- 17.91% |
$3.07M - $3.51M
|
121K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28.2K- 30.05% |
$3.29M - $3.76M
|
65.6K
$9.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-31.4K- 30.91% |
$3.67M - $4.2M
|
70.2K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.4K- 2.72% |
$4.37M - $4.99M
|
1.33M
$192M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-46.1K- 68.39% |
$5.38M - $6.15M
|
21.3K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46.4K- 5.55% |
$5.42M - $6.2M
|
790K
$114M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-61.4K- 39.4% |
$7.17M - $8.19M
|
94.4K
$13.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-61.5K- 22.09% |
$7.18M - $8.21M
|
217K
$31.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-68.4K- 92.76% |
$7.99M - $9.13M
|
5.33K
$769K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89.2K- 13.07% |
$10.4M - $11.9M
|
594K
$85.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-143K- 60.76% |
$16.8M - $19.2M
|
92.6K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-190K- 60.65% |
$22.1M - $25.3M
|
123K
$17.7M
|