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 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-133- 6.14% |
$15.5K - $17.8K
|
2.03K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-137- 0.73% |
$16K - $18.3K
|
18.7K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-138- 6.31% |
$16.1K - $18.4K
|
2.05K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-144- 2.61% |
$16.8K - $19.2K
|
5.37K
$774K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-149- 1.12% |
$17.4K - $19.9K
|
13.2K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-149- 8.69% |
$17.4K - $19.9K
|
1.57K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-162- 7.59% |
$18.9K - $21.6K
|
1.97K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-163- 0.16% |
$19K - $21.8K
|
104K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-173- 7.99% |
$20.2K - $23.1K
|
1.99K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-173- 3.39% |
$20.2K - $23.1K
|
4.94K
$712K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-177- 13.4% |
$20.7K - $23.6K
|
1.14K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-189- 2.9% |
$22.1K - $25.2K
|
6.33K
$912K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-191- 4.96% |
$22.3K - $25.5K
|
3.66K
$528K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-193- 2.28% |
$22.5K - $25.8K
|
8.28K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-199- 0.32% |
$23.2K - $26.6K
|
62.2K
$8.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-202- 4.77% |
$23.6K - $27K
|
4.04K
$582K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-223- 4.6% |
$26K - $29.8K
|
4.63K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-225- 6.72% |
$26.3K - $30K
|
3.13K
$451K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-227- 1.44% |
$26.5K - $30.3K
|
15.6K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 2.14% |
$26.9K - $30.7K
|
10.5K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-235- 8.06% |
$27.4K - $31.4K
|
2.68K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-237- 63.03% |
$27.7K - $31.6K
|
139
$20K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-242- 0.2% |
$28.3K - $32.3K
|
119K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-257- 7.12% |
$30K - $34.3K
|
3.35K
$483K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-277- 3.12% |
$32.4K - $37K
|
8.59K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-291- 1.16% |
$34K - $38.9K
|
24.9K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-293- 12.13% |
$34.2K - $39.1K
|
2.12K
$306K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-300- 5.82% |
$35K - $40.1K
|
4.86K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 14.75% |
$35K - $40.1K
|
1.73K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-300- 4.75% |
$35K - $40.1K
|
6.01K
$867K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 13.07% |
$35K - $40.1K
|
2K
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-308- 16.78% |
$36K - $41.1K
|
1.53K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-313- 1.5% |
$36.6K - $41.8K
|
20.5K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-321- 5.26% |
$37.5K - $42.9K
|
5.78K
$833K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-350- 8.41% |
$40.9K - $46.7K
|
3.81K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-356- 2.58% |
$41.6K - $47.5K
|
13.5K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-357- 1.2% |
$41.7K - $47.7K
|
29.4K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-361- 96.27% |
$42.2K - $48.2K
|
14
$2.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-387- 6.11% |
$45.2K - $51.7K
|
5.95K
$857K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-402- 10.99% |
$46.9K - $53.7K
|
3.26K
$470K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-404- 1.18% |
$47.2K - $54K
|
33.8K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-411- 4.46% |
$48K - $54.9K
|
8.8K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-411- 6.87% |
$48K - $54.9K
|
5.58K
$804K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-415- 1.44% |
$48.5K - $55.4K
|
28.5K
$4.11M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-425- 6.57% |
$49.6K - $56.8K
|
6.04K
$871K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-438- 1.17% |
$51.2K - $58.5K
|
37.1K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-467- 60.89% |
$54.5K - $62.4K
|
300
$43.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-497- 5.1% |
$58K - $66.4K
|
9.26K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-498- 0.37% |
$58.2K - $66.5K
|
135K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-502- 1.77% |
$58.6K - $67K
|
27.9K
$4.02M
|