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 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.26K+ 16.57% |
$264K - $302K
|
15.9K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.26K+ 10.72% |
$264K - $302K
|
23.4K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.18KNew |
$254K - $291K
|
2.18K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.12KNew |
$247K - $283K
|
2.12K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.11KNew |
$246K - $281K
|
2.11K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.09K+ 20.71% |
$245K - $280K
|
12.2K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$239K - $274K
|
2.05K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.03KNew |
$237K - $271K
|
2.03K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.02KNew |
$236K - $270K
|
2.02K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.98K+ 74.57% |
$231K - $264K
|
4.63K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.95KNew |
$228K - $260K
|
1.95K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.88KNew |
$220K - $252K
|
1.88K
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.84KNew |
$215K - $246K
|
1.84K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.83K+ 3.36% |
$214K - $245K
|
56.4K
$8.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.81KNew |
$211K - $242K
|
1.81K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.76KNew |
$205K - $235K
|
1.76K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.74KNew |
$204K - $233K
|
1.74K
$251K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.7K+ 30.22% |
$198K - $227K
|
7.32K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.65KNew |
$193K - $221K
|
1.65K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.65KNew |
$193K - $221K
|
1.65K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$190K - $217K
|
1.63K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.59KNew |
$186K - $213K
|
1.59K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.55KNew |
$181K - $207K
|
1.55K
$223K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.55KNew |
$181K - $207K
|
1.55K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.53KNew |
$179K - $204K
|
1.53K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.52K+ 4.35% |
$178K - $203K
|
36.5K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.47K+ 0.55% |
$171K - $196K
|
266K
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.45K+ 54.33% |
$169K - $194K
|
4.12K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.3K+ 3.52% |
$152K - $174K
|
38.2K
$5.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.26K+ 1.64% |
$147K - $168K
|
77.9K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.25K+ 4.61% |
$146K - $167K
|
28.4K
$4.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.23K+ 5.33% |
$144K - $164K
|
24.3K
$3.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.19K+ 13.47% |
$139K - $159K
|
10K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.16K+ 5.53% |
$136K - $155K
|
22.2K
$3.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.16K+ 46.2% |
$135K - $154K
|
3.66K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15K+ 13.18% |
$134K - $153K
|
9.87K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 0.09% |
$132K - $151K
|
1.31M
$188M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.11K+ 0.08% |
$130K - $149K
|
1.46M
$210M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.05K+ 3.64% |
$123K - $141K
|
30K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.04K+ 66.11% |
$121K - $139K
|
2.61K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.04K+ 47.94% |
$121K - $138K
|
3.2K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.02K+ 4.35% |
$119K - $136K
|
24.5K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.02K+ 6.65% |
$119K - $136K
|
16.3K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.01KNew |
$118K - $135K
|
1.01K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
977+ 5.12% |
$114K - $130K
|
20.1K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
923+ 6.58% |
$108K - $123K
|
14.9K
$2.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
872+ 1.29% |
$102K - $116K
|
68.3K
$9.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
865+ 18.16% |
$101K - $116K
|
5.63K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
845+ 3.03% |
$98.7K - $113K
|
28.8K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
821+ 2.4% |
$95.9K - $110K
|
35K
$5.04M
|