Purchases and Sales Made in Q3 2025 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 2025. 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 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-419- 7.99% |
$62.4K - $69.5K
|
4.83K
$796K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-428- 4.26% |
$63.8K - $71K
|
9.63K
$1.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-429- 10.11% |
$63.9K - $71.2K
|
3.82K
$629K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-443- 3.72% |
$66K - $73.5K
|
11.5K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-445- 2.02% |
$66.3K - $73.8K
|
21.6K
$3.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-467- 1.18% |
$69.6K - $77.5K
|
39.1K
$6.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-478- 10.32% |
$71.2K - $79.3K
|
4.15K
$685K
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-481- 1.25% |
$71.7K - $79.8K
|
37.9K
$6.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-486- 6.3% |
$72.4K - $80.6K
|
7.23K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-495- 6.08% |
$73.7K - $82.1K
|
7.64K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-508- 27.34% |
$75.7K - $84.3K
|
1.35K
$223K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-522- 11.66% |
$77.8K - $86.6K
|
3.96K
$653K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-526- 4.71% |
$78.4K - $87.3K
|
10.6K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-559- 3.66% |
$83.3K - $92.7K
|
14.7K
$2.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-574- 8.15% |
$85.5K - $95.2K
|
6.47K
$1.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-588- 6.95% |
$87.6K - $97.5K
|
7.87K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-645- 11.04% |
$96.1K - $107K
|
5.2K
$858K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-687- 17.98% |
$102K - $114K
|
3.13K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-705- 13.45% |
$105K - $117K
|
4.54K
$748K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-714- 15.7% |
$106K - $118K
|
3.83K
$632K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-775- 3.3% |
$115K - $129K
|
22.7K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-794- 2.45% |
$118K - $132K
|
31.6K
$5.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-809- 9.97% |
$121K - $134K
|
7.31K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-827- 27.91% |
$123K - $137K
|
2.14K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-839- 3.98% |
$125K - $139K
|
20.2K
$3.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-840- 10.79% |
$125K - $139K
|
6.95K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-906- 1.25% |
$135K - $150K
|
71.9K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-918- 90.8% |
$137K - $152K
|
93
$15.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-943- 3.75% |
$140K - $156K
|
24.2K
$4M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-966- 10.88% |
$144K - $160K
|
7.91K
$1.31M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-982- 9.51% |
$146K - $163K
|
9.34K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-996- 6.72% |
$148K - $165K
|
13.8K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1K- 1.48% |
$149K - $166K
|
66.7K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1.01K- 1.37% |
$151K - $168K
|
73K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 59.89% |
$156K - $173K
|
700
$116K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.07K- 2.3% |
$159K - $177K
|
45.5K
$7.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 5.44% |
$161K - $180K
|
18.8K
$3.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.14K- 12.46% |
$170K - $190K
|
8.03K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-1.16K- 2.21% |
$172K - $192K
|
51.1K
$8.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.18K- 19.79% |
$175K - $195K
|
4.77K
$786K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.18K- 0.65% |
$175K - $195K
|
180K
$29.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-1.27K- 5.69% |
$189K - $211K
|
21.1K
$3.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.31K- 5.95% |
$195K - $217K
|
20.7K
$3.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 36.32% |
$196K - $218K
|
2.3K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.36K- 19.63% |
$202K - $225K
|
5.56K
$918K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.37K- 11.84% |
$204K - $227K
|
10.2K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.53K- 4.8% |
$228K - $254K
|
30.4K
$5.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-1.59K- 1.95% |
$237K - $264K
|
80.2K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.61K- 13.57% |
$239K - $267K
|
10.2K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.68K- 0.5% |
$250K - $278K
|
333K
$54.9M
|