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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
197+ 4.73% |
$23K - $26.3K
|
4.36K
$628K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
191+ 2.42% |
$22.3K - $25.5K
|
8.07K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
190+ 11.13% |
$22.2K - $25.4K
|
1.9K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
190+ 1.86% |
$22.2K - $25.4K
|
10.4K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
186+ 547.06% |
$21.7K - $24.8K
|
220
$31.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
178+ 2.04% |
$20.8K - $23.8K
|
8.91K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
176+ 6.43% |
$20.6K - $23.5K
|
2.91K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
168New |
$19.6K - $22.4K
|
168
$24.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
165New |
$19.3K - $22K
|
165
$23.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
164+ 45.94% |
$19.2K - $21.9K
|
521
$75.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
160+ 9.85% |
$18.7K - $21.4K
|
1.78K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
150+ 3.29% |
$17.5K - $20K
|
4.71K
$679K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
148+ 1.41% |
$17.3K - $19.8K
|
10.6K
$1.53M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
133+ 0.34% |
$15.5K - $17.8K
|
38.9K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
133+ 2.41% |
$15.5K - $17.8K
|
5.66K
$816K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
121+ 39.29% |
$14.1K - $16.2K
|
429
$61.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
121+ 212.28% |
$14.1K - $16.2K
|
178
$25.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
120+ 2.28% |
$14K - $16K
|
5.39K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
119+ 11.43% |
$13.9K - $15.9K
|
1.16K
$167K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
119+ 0.32% |
$13.9K - $15.9K
|
37.3K
$5.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
118+ 0.77% |
$13.8K - $15.8K
|
15.5K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
110+ 0.63% |
$12.8K - $14.7K
|
17.5K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
109+ 0.21% |
$12.7K - $14.6K
|
51.1K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
101+ 1.68% |
$11.8K - $13.5K
|
6.11K
$881K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
99+ 2.41% |
$11.6K - $13.2K
|
4.21K
$607K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 0.88% |
$10.5K - $12K
|
10.3K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
83+ 0.73% |
$9.69K - $11.1K
|
11.4K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
78+ 0.96% |
$9.11K - $10.4K
|
8.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
76+ 4.74% |
$8.88K - $10.1K
|
1.68K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
74New |
$8.64K - $9.88K
|
74
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
74New |
$8.64K - $9.88K
|
74
$10.7K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
72+ 0.12% |
$8.41K - $9.61K
|
61.6K
$8.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
69+ 0.21% |
$8.06K - $9.21K
|
32.5K
$4.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
68+ 3.85% |
$7.94K - $9.08K
|
1.83K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
64+ 4.05% |
$7.47K - $8.55K
|
1.64K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
60+ 0.87% |
$7.01K - $8.01K
|
6.92K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
51+ 2.64% |
$5.96K - $6.81K
|
1.98K
$286K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
49New |
$5.72K - $6.54K
|
49
$7.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45New |
$5.26K - $6.01K
|
45
$6.49K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42New |
$4.91K - $5.61K
|
42
$6.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
39+ 0.55% |
$4.55K - $5.21K
|
7.1K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
36New |
$4.2K - $4.81K
|
36
$5.19K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
35+ 0.13% |
$4.09K - $4.67K
|
27.8K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32+ 0.03% |
$3.74K - $4.27K
|
123K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$3.62K - $4.14K
|
31
$4.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
30+ 0.62% |
$3.5K - $4.01K
|
4.87K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
30+ 1.04% |
$3.5K - $4.01K
|
2.92K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22+ 0.31% |
$2.57K - $2.94K
|
7.22K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.2% |
$2.45K - $2.8K
|
10.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
19+ 3.8% |
$2.22K - $2.54K
|
519
$74.8K
|