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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.57K- 13.21% |
$183K - $210K
|
10.3K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.68K- 23.08% |
$196K - $224K
|
5.6K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.85K- 23.67% |
$216K - $247K
|
5.96K
$757K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.87K- 1.93% |
$218K - $249K
|
95K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.9K- 38.44% |
$222K - $253K
|
3.04K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.11K- 24.41% |
$246K - $282K
|
6.53K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.29K- 19.75% |
$268K - $306K
|
9.32K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 0.65% |
$289K - $330K
|
375K
$47.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 4.09% |
$304K - $347K
|
61K
$7.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3K- 12.08% |
$350K - $400K
|
21.8K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 5.88% |
$351K - $401K
|
48.1K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 3.16% |
$355K - $406K
|
93.3K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.41K- 2.49% |
$398K - $455K
|
133K
$16.9M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.47K- 6.69% |
$406K - $464K
|
48.4K
$6.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.75K- 13.08% |
$555K - $635K
|
31.6K
$4.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.84K- 2.59% |
$565K - $646K
|
182K
$23.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-5.12K- 2.06% |
$598K - $684K
|
243K
$30.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.21K- 2.57% |
$609K - $696K
|
198K
$25.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.28K- 50.17% |
$616K - $705K
|
5.24K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5.32K- 16.78% |
$621K - $710K
|
26.4K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.33K- 6.49% |
$622K - $712K
|
76.7K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.39K- 5.37% |
$629K - $720K
|
95.1K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.41K- 21.51% |
$632K - $723K
|
19.7K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.44K- 6.33% |
$635K - $726K
|
80.5K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.8K- 6.67% |
$677K - $774K
|
81.2K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.73K- 2.74% |
$786K - $899K
|
239K
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.22K- 4.88% |
$843K - $964K
|
141K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.61K- 5.27% |
$889K - $1.02M
|
137K
$17.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.74K- 30.73% |
$904K - $1.03M
|
17.5K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.51K- 5.02% |
$993K - $1.14M
|
161K
$20.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.25K- 3.64% |
$1.08M - $1.23M
|
245K
$31.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.9K- 95.72% |
$1.16M - $1.32M
|
443
$56.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 28.88% |
$1.23M - $1.41M
|
25.9K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-11.7K- 51.13% |
$1.36M - $1.56M
|
11.2K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-11.8K- 5.77% |
$1.38M - $1.58M
|
193K
$24.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-12.3K- 84.73% |
$1.43M - $1.64M
|
2.21K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.7K- 81.5% |
$1.49M - $1.7M
|
2.89K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13K- 19.66% |
$1.52M - $1.74M
|
53.2K
$6.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13.3K- 25.7% |
$1.55M - $1.77M
|
38.4K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.4K- 2.54% |
$1.56M - $1.78M
|
512K
$65M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.4K- 82.87% |
$1.57M - $1.79M
|
2.77K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.4K- 13.73% |
$1.69M - $1.93M
|
90.8K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-14.9K- 7.76% |
$1.74M - $2M
|
178K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.4K- 15.03% |
$1.91M - $2.19M
|
92.7K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.9K- 3.02% |
$2.2M - $2.52M
|
606K
$76.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.9K- 63.93% |
$2.44M - $2.79M
|
11.8K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-25.9K- 39.49% |
$3.03M - $3.46M
|
39.7K
$5.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-26.3K- 17.91% |
$3.07M - $3.51M
|
121K
$15.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28.2K- 30.05% |
$3.29M - $3.76M
|
65.6K
$8.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-31.4K- 30.91% |
$3.67M - $4.2M
|
70.2K
$8.92M
|