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 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
821+ 7.01% |
$95.9K - $110K
|
12.5K
$1.81M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
768+ 0.16% |
$89.7K - $103K
|
493K
$71.1M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
733+ 5.47% |
$85.6K - $97.9K
|
14.1K
$2.04M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
703+ 10.54% |
$82.1K - $93.9K
|
7.38K
$1.06M
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
700+ 18.28% |
$81.8K - $93.5K
|
4.53K
$653K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
631+ 3.81% |
$73.7K - $84.3K
|
17.2K
$2.48M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
618+ 671.74% |
$72.2K - $82.5K
|
710
$102K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
549+ 6.46% |
$64.1K - $73.3K
|
9.05K
$1.3M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
529New |
$61.8K - $70.6K
|
529
$76.3K
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
523+ 1.75% |
$61.1K - $69.8K
|
30.5K
$4.4M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
518+ 647.5% |
$60.5K - $69.2K
|
598
$86.2K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
514New |
$60K - $68.6K
|
514
$74.1K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
513+ 5.03% |
$59.9K - $68.5K
|
10.7K
$1.54M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
502New |
$58.6K - $67K
|
502
$72.4K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
500+ 1666.67% |
$58.4K - $66.8K
|
530
$76.4K
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
486+ 2.23% |
$56.8K - $64.9K
|
22.3K
$3.22M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
456+ 25.92% |
$53.3K - $60.9K
|
2.22K
$319K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
441+ 1.7% |
$51.5K - $58.9K
|
26.4K
$3.8M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
418+ 7.97% |
$48.8K - $55.8K
|
5.67K
$817K
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
409+ 1.96% |
$47.8K - $54.6K
|
21.3K
$3.07M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
408+ 7.97% |
$47.7K - $54.5K
|
5.53K
$797K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
407+ 5.68% |
$47.5K - $54.4K
|
7.57K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
395+ 0.45% |
$46.1K - $52.7K
|
88K
$12.7M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
390+ 25.9% |
$45.5K - $52.1K
|
1.9K
$273K
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
383+ 15.64% |
$44.7K - $51.1K
|
2.83K
$408K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
382+ 7.59% |
$44.6K - $51K
|
5.42K
$781K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
372+ 81.05% |
$43.4K - $49.7K
|
831
$120K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
371New |
$43.3K - $49.5K
|
371
$53.5K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
369+ 1.26% |
$43.1K - $49.3K
|
29.6K
$4.27M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
363+ 12.25% |
$42.4K - $48.5K
|
3.33K
$480K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
357+ 0.37% |
$41.7K - $47.7K
|
96.4K
$13.9M
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
348+ 0.85% |
$40.6K - $46.5K
|
41.5K
$5.98M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
345+ 1.51% |
$40.3K - $46.1K
|
23.1K
$3.33M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
325+ 365.17% |
$38K - $43.4K
|
414
$59.7K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
316+ 5.29% |
$36.9K - $42.2K
|
6.29K
$907K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
311+ 4.86% |
$36.3K - $41.5K
|
6.72K
$968K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
284New |
$33.2K - $37.9K
|
284
$40.9K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
276New |
$32.2K - $36.9K
|
276
$39.8K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
263+ 4.47% |
$30.7K - $35.1K
|
6.15K
$887K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
252+ 14.8% |
$29.4K - $33.7K
|
1.96K
$282K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
252+ 14.8% |
$29.4K - $33.7K
|
1.96K
$282K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
239+ 1.6% |
$27.9K - $31.9K
|
15.2K
$2.19M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
229+ 1.2% |
$26.7K - $30.6K
|
19.4K
$2.8M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
228+ 0.57% |
$26.6K - $30.4K
|
40.2K
$5.8M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 9.33% |
$25.3K - $29K
|
2.54K
$367K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
217+ 9.6% |
$25.3K - $29K
|
2.48K
$357K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
213+ 0.89% |
$24.9K - $28.4K
|
24.3K
$3.5M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
211+ 1.4% |
$24.6K - $28.2K
|
15.3K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
211+ 3.58% |
$24.6K - $28.2K
|
6.11K
$881K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
207+ 460.0% |
$24.2K - $27.6K
|
252
$36.3K
|