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
|
1900 Wealth Management LLC
|
SELL
|
- |
-25.9K- 39.49% |
$3.03M - $3.46M
|
39.7K
$5.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-26.3K- 17.91% |
$3.07M - $3.51M
|
121K
$17.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-28.2K- 30.05% |
$3.29M - $3.76M
|
65.6K
$9.43M
|
|
|
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
$3.06M
|
|
|
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
$31.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-68.4K- 92.76% |
$7.99M - $9.13M
|
5.33K
$767K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89.2K- 13.07% |
$10.4M - $11.9M
|
594K
$85.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-143K- 60.76% |
$16.8M - $19.2M
|
92.6K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-190K- 60.65% |
$22.1M - $25.3M
|
123K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-377K- 99.86% |
$44M - $50.3M
|
544
$78.2K
|