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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
6K+ 165.91% |
$893K - $995K
|
9.61K
$1.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
5.9K+ 2.4% |
$879K - $979K
|
252K
$41.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.68K+ 61.41% |
$846K - $942K
|
14.9K
$2.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5.09K+ 1.62% |
$759K - $845K
|
319K
$52.6M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.98K+ 7.63% |
$741K - $825K
|
70.2K
$11.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.64K+ 11.19% |
$692K - $770K
|
46.1K
$7.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.33K+ 0.98% |
$645K - $718K
|
448K
$73.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.19K+ 4.03% |
$624K - $694K
|
108K
$17.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.18KNew |
$622K - $693K
|
4.18K
$689K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.95K+ 3.08% |
$588K - $654K
|
132K
$21.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.85K+ 1.99% |
$574K - $639K
|
197K
$32.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.82K+ 53.12% |
$569K - $634K
|
11K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.81K+ 11.61% |
$568K - $633K
|
36.7K
$6.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.81K+ 32.38% |
$568K - $633K
|
15.6K
$2.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.65K+ 3.58% |
$544K - $606K
|
106K
$17.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.44KNew |
$512K - $570K
|
3.44K
$567K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.4K+ 5.55% |
$506K - $563K
|
64.6K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.39K+ 915.14% |
$504K - $562K
|
3.76K
$620K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.29K+ 2.81% |
$490K - $546K
|
120K
$19.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3K+ 7.15% |
$447K - $498K
|
45K
$7.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 3.43% |
$443K - $493K
|
89.6K
$14.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.79KNew |
$416K - $463K
|
2.79K
$460K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$392K - $436K
|
2.63K
$434K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.51KNew |
$374K - $416K
|
2.51K
$414K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.48K+ 3.05% |
$369K - $411K
|
83.8K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$365K - $406K
|
2.45K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.32KNew |
$346K - $386K
|
2.32K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.24K+ 50.65% |
$334K - $372K
|
6.67K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.21KNew |
$329K - $367K
|
2.21K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.2K+ 16.44% |
$328K - $365K
|
15.6K
$2.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.2KNew |
$328K - $365K
|
2.2K
$363K
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.16KNew |
$322K - $359K
|
2.16K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.07K+ 26.36% |
$309K - $344K
|
9.94K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1.98K+ 202.76% |
$295K - $329K
|
2.96K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.95K+ 4.41% |
$290K - $323K
|
46K
$7.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.93KNew |
$288K - $321K
|
1.93K
$319K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.93K+ 58.57% |
$287K - $320K
|
5.22K
$861K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.91K+ 27.86% |
$285K - $317K
|
8.78K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.8KNew |
$267K - $298K
|
1.8K
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 1.97% |
$264K - $294K
|
91.5K
$15.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.74K+ 2.06% |
$259K - $288K
|
86K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.73KNew |
$257K - $287K
|
1.73K
$285K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.73K+ 52.98% |
$257K - $286K
|
4.99K
$823K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.67KNew |
$249K - $278K
|
1.67K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.6K+ 12.16% |
$239K - $266K
|
14.8K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.57K+ 109.4% |
$234K - $261K
|
3.01K
$496K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 9.47% |
$234K - $260K
|
18.1K
$2.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.55K+ 114.14% |
$231K - $257K
|
2.91K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.55KNew |
$230K - $256K
|
1.55K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 6.6% |
$230K - $256K
|
24.9K
$4.1M
|