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 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
229+ 16.51% |
$34.1K - $38K
|
1.62K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
228New |
$34K - $37.8K
|
228
$37.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
221+ 3.48% |
$32.9K - $36.7K
|
6.57K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
213+ 4.14% |
$31.7K - $35.3K
|
5.36K
$884K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
210+ 0.08% |
$31.3K - $34.8K
|
251K
$41.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
207+ 25.59% |
$30.8K - $34.3K
|
1.02K
$168K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
206+ 3.73% |
$30.7K - $34.2K
|
5.73K
$946K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
201+ 20.02% |
$29.9K - $33.3K
|
1.21K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
200+ 188.68% |
$29.8K - $33.2K
|
306
$50.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
194+ 0.2% |
$28.9K - $32.2K
|
99.6K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
193+ 4.49% |
$28.8K - $32K
|
4.5K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
188+ 9.7% |
$28K - $31.2K
|
2.13K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
179+ 9.65% |
$26.7K - $29.7K
|
2.03K
$335K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
169+ 1.62% |
$25.2K - $28K
|
10.6K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
165New |
$24.6K - $27.4K
|
165
$27.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
159+ 2.85% |
$23.7K - $26.4K
|
5.73K
$945K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
157+ 1.51% |
$23.4K - $26K
|
10.6K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
152+ 1.96% |
$22.6K - $25.2K
|
7.91K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
150+ 6.86% |
$22.3K - $24.9K
|
2.34K
$386K
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
148+ 0.31% |
$22K - $24.6K
|
47.7K
$7.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
145New |
$21.6K - $24.1K
|
145
$23.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
143+ 31.99% |
$21.3K - $23.7K
|
590
$97.4K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140New |
$20.9K - $23.2K
|
140
$23.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
140+ 2.59% |
$20.9K - $23.2K
|
5.54K
$914K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
137+ 0.35% |
$20.4K - $22.7K
|
39.8K
$6.57M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
129+ 2.62% |
$19.2K - $21.4K
|
5.05K
$834K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
127+ 4.47% |
$18.9K - $21.1K
|
2.97K
$489K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
126+ 8.84% |
$18.8K - $20.9K
|
1.55K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
126+ 0.48% |
$18.8K - $20.9K
|
26.3K
$4.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
125+ 0.51% |
$18.6K - $20.7K
|
24.5K
$4.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
110+ 1.72% |
$16.4K - $18.2K
|
6.51K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
109New |
$16.2K - $18.1K
|
109
$18K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
106+ 1.21% |
$15.8K - $17.6K
|
8.85K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
104+ 1.22% |
$15.5K - $17.3K
|
8.61K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
103New |
$15.3K - $17.1K
|
103
$17K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
102+ 0.92% |
$15.2K - $16.9K
|
11.2K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
99+ 2.27% |
$14.7K - $16.4K
|
4.46K
$736K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
96+ 6.97% |
$14.3K - $15.9K
|
1.47K
$243K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
92+ 2.0% |
$13.7K - $15.3K
|
4.69K
$775K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
92+ 1.44% |
$13.7K - $15.3K
|
6.49K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
88New |
$13.1K - $14.6K
|
88
$14.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87+ 5.91% |
$13K - $14.4K
|
1.56K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
87+ 2.92% |
$13K - $14.4K
|
3.07K
$506K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
81+ 54.0% |
$12.1K - $13.4K
|
231
$38.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
79+ 53.02% |
$11.8K - $13.1K
|
228
$37.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78+ 0.1% |
$11.6K - $12.9K
|
77.1K
$12.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
75+ 2.06% |
$11.2K - $12.4K
|
3.72K
$614K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
74New |
$11K - $12.3K
|
74
$12.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
73+ 0.87% |
$10.9K - $12.1K
|
8.5K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
70+ 0.25% |
$10.4K - $11.6K
|
28K
$4.62M
|