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 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-415- 1.44% |
$48.5K - $55.4K
|
28.5K
$3.62M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-425- 6.57% |
$49.6K - $56.8K
|
6.04K
$767K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-438- 1.17% |
$51.2K - $58.5K
|
37.1K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-467- 60.89% |
$54.5K - $62.4K
|
300
$38.1K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-489- 9.71% |
$57.1K - $65.3K
|
4.55K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-497- 5.1% |
$58K - $66.4K
|
9.26K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-498- 0.37% |
$58.2K - $66.5K
|
135K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-502- 1.77% |
$58.6K - $67K
|
27.9K
$3.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-502- 68.39% |
$58.6K - $67K
|
232
$29.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-508- 11.74% |
$59.3K - $67.8K
|
3.82K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-538- 2.78% |
$62.8K - $71.8K
|
18.8K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-562- 0.6% |
$65.6K - $75K
|
92.4K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-623- 4.78% |
$72.8K - $83.2K
|
12.4K
$1.58M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-626- 7.83% |
$73.1K - $83.6K
|
7.37K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-696- 0.78% |
$81.3K - $92.9K
|
88.7K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-714- 1.63% |
$83.4K - $95.3K
|
43.2K
$5.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-739- 0.68% |
$86.3K - $98.7K
|
107K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 19.19% |
$87.7K - $100K
|
3.16K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-776- 97.24% |
$90.6K - $104K
|
22
$2.79K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-778- 2.01% |
$90.9K - $104K
|
37.9K
$4.81M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-786- 2.05% |
$91.8K - $105K
|
37.5K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-794- 12.28% |
$92.7K - $106K
|
5.67K
$721K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-822- 4.97% |
$96K - $110K
|
15.7K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-860- 16.7% |
$100K - $115K
|
4.29K
$545K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-868- 3.42% |
$101K - $116K
|
24.5K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-909- 1.33% |
$106K - $121K
|
67.3K
$8.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-927- 17.65% |
$108K - $124K
|
4.32K
$549K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-940- 7.26% |
$110K - $126K
|
12K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-940- 7.26% |
$110K - $126K
|
12K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.05K- 17.39% |
$123K - $140K
|
4.99K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.09K- 0.32% |
$127K - $145K
|
341K
$43.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 0.91% |
$128K - $146K
|
119K
$15.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.11K- 2.49% |
$129K - $148K
|
43.2K
$5.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.15K- 1.59% |
$134K - $153K
|
71.1K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.15K- 15.46% |
$134K - $154K
|
6.29K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 10.27% |
$139K - $159K
|
10.4K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.23K- 0.49% |
$144K - $165K
|
250K
$31.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.26K- 4.3% |
$147K - $168K
|
28K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.26K- 21.64% |
$147K - $168K
|
4.56K
$579K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.28K- 14.38% |
$149K - $171K
|
7.62K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.31K- 58.31% |
$153K - $175K
|
935
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 0.24% |
$156K - $179K
|
562K
$71.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36K- 1.36% |
$159K - $182K
|
98.6K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.37K- 11.78% |
$160K - $183K
|
10.3K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.46K- 3.51% |
$170K - $195K
|
40.1K
$5.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.46K- 8.53% |
$170K - $195K
|
15.6K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 1.34% |
$171K - $196K
|
108K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.5K- 21.28% |
$175K - $200K
|
5.55K
$705K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.5K- 69.81% |
$176K - $201K
|
650
$82.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.51K- 4.69% |
$176K - $202K
|
30.6K
$3.89M
|