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 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 0.27% |
$226K - $251K
|
568K
$93.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.51K+ 4.23% |
$226K - $251K
|
37.3K
$6.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.51KNew |
$224K - $250K
|
1.51K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.49KNew |
$222K - $247K
|
1.49K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.48KNew |
$220K - $245K
|
1.48K
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.46KNew |
$217K - $242K
|
1.46K
$241K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.44KNew |
$215K - $240K
|
1.44K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.4KNew |
$209K - $232K
|
1.4K
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.38KNew |
$205K - $229K
|
1.38K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.37KNew |
$203K - $226K
|
1.37K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$197K - $219K
|
1.32K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.32KNew |
$197K - $219K
|
1.32K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.32KNew |
$196K - $219K
|
1.32K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.32KNew |
$196K - $219K
|
1.32K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.3KNew |
$194K - $216K
|
1.3K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.3K+ 25.44% |
$193K - $215K
|
6.4K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.3K+ 4.71% |
$193K - $215K
|
28.8K
$4.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.29KNew |
$192K - $214K
|
1.29K
$213K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.29KNew |
$192K - $214K
|
1.29K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29KNew |
$192K - $214K
|
1.29K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.27KNew |
$190K - $211K
|
1.27K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.27KNew |
$189K - $211K
|
1.27K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.27KNew |
$189K - $210K
|
1.27K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.27KNew |
$188K - $210K
|
1.27K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.27KNew |
$188K - $210K
|
1.27K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.26KNew |
$188K - $209K
|
1.26K
$208K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.26KNew |
$187K - $208K
|
1.26K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$187K - $208K
|
1.25K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.25K+ 2.26% |
$186K - $208K
|
56.7K
$9.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.25KNew |
$186K - $207K
|
1.25K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.25K+ 3.35% |
$185K - $207K
|
38.4K
$6.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.24K+ 5.58% |
$185K - $206K
|
23.6K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 0.85% |
$185K - $206K
|
147K
$24.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.23KNew |
$184K - $205K
|
1.23K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.23KNew |
$183K - $204K
|
1.23K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.22K+ 11.24% |
$182K - $203K
|
12.1K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.22K+ 69.19% |
$182K - $203K
|
2.99K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$181K - $202K
|
1.22K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 9.66% |
$178K - $199K
|
13.6K
$2.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 32.28% |
$177K - $197K
|
4.88K
$805K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.16K+ 4.16% |
$173K - $193K
|
29K
$4.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.14K+ 8.74% |
$169K - $188K
|
14.1K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.13K+ 0.94% |
$168K - $188K
|
122K
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.12K+ 56.1% |
$167K - $186K
|
3.12K
$515K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.11K+ 1.23% |
$165K - $184K
|
91.3K
$15.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 9.81% |
$159K - $177K
|
12K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.03K+ 2.48% |
$154K - $171K
|
42.7K
$7.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
978+ 14.05% |
$146K - $162K
|
7.94K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
955+ 173.32% |
$142K - $158K
|
1.51K
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
897+ 3.1% |
$134K - $149K
|
29.8K
$4.92M
|