Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 1.94% |
$5.37K - $6.21K
|
2.79K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
46+ 0.68% |
$4.66K - $5.39K
|
6.79K
$931K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41+ 0.9% |
$4.16K - $4.8K
|
4.58K
$629K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
40New |
$4.06K - $4.69K
|
40
$5.49K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 3.87% |
$3.75K - $4.33K
|
993
$136K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
36+ 5.17% |
$3.65K - $4.22K
|
732
$100K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
30New |
$3.04K - $3.51K
|
30
$4.12K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
25New |
$2.54K - $2.93K
|
25
$3.43K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 1.22% |
$2.43K - $2.81K
|
1.99K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
21+ 0.42% |
$2.13K - $2.46K
|
5.05K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
21+ 0.34% |
$2.13K - $2.46K
|
6.11K
$838K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 6.98% |
$1.83K - $2.11K
|
276
$37.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 20.69% |
$1.83K - $2.11K
|
105
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
18New |
$1.83K - $2.11K
|
18
$2.47K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17New |
$1.72K - $1.99K
|
17
$2.33K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.07% |
$913 - $1.05K
|
13.4K
$1.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
8+ 0.3% |
$811 - $937
|
2.67K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$406 - $469
|
2.63K
$361K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 1.35% |
$406 - $469
|
301
$41.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$304 - $351
|
2.25K
$308K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$304 - $351
|
2.01K
$276K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.08% |
$203 - $234
|
2.4K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.03% |
$203 - $234
|
7.11K
$975K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.49% |
$203 - $234
|
413
$56.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.07% |
$203 - $234
|
2.69K
$369K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.09% |
$203 - $234
|
2.31K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.09% |
$203 - $234
|
2.13K
$293K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$101 - $117
|
4.29K
$589K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
1+ 0.02% |
$101 - $117
|
4.57K
$626K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$101 - $117
|
3.45K
$473K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$101 - $117
|
10.2K
$1.4M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $117
|
2.84K
$389K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.84% |
$101 - $117
|
120
$16.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$101 - $117
|
841
$115K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$101 - $117
|
668
$91.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$101 - $117
|
3.4K
$467K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.03% |
$101 - $117
|
3.2K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$101 - $117
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.02% |
$101 - $117
|
5.59K
$766K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 13.33% |
$203 - $234
|
13
$1.78K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-2- 0.03% |
$203 - $234
|
6.26K
$859K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$507 - $586
|
10.3K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8- 0.38% |
$811 - $937
|
2.08K
$285K
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
SELL
|
- |
-9- 0.1% |
$913 - $1.05K
|
9.46K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-16- 0.3% |
$1.62K - $1.87K
|
5.26K
$722K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-18- 0.81% |
$1.83K - $2.11K
|
2.19K
$301K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-25Closed |
$2.54K - $2.93K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 20.83% |
$2.54K - $2.93K
|
95
$13K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-26- 6.21% |
$2.64K - $3.05K
|
393
$53.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-27- 1.71% |
$2.74K - $3.16K
|
1.55K
$213K
|