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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-327- 13.64% |
$33.2K - $38.3K
|
2.07K
$277K
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-330- 1.04% |
$33.5K - $38.7K
|
31.3K
$4.19M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-331Closed |
$33.6K - $38.8K
|
0
$0
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-343- 8.0% |
$34.8K - $40.2K
|
3.94K
$528K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-351- 6.06% |
$35.6K - $41.1K
|
5.44K
$729K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-366- 5.01% |
$37.1K - $42.9K
|
6.94K
$929K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-371- 6.16% |
$37.6K - $43.5K
|
5.65K
$756K
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-396- 16.95% |
$40.2K - $46.4K
|
1.94K
$260K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-414- 43.04% |
$42K - $48.5K
|
548
$73.4K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-421Closed |
$42.7K - $49.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-423- 11.86% |
$42.9K - $49.6K
|
3.14K
$421K
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-434- 3.67% |
$44K - $50.8K
|
11.4K
$1.52M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-437- 0.98% |
$44.3K - $51.2K
|
44K
$5.9M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-470Closed |
$47.7K - $55.1K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-482- 2.85% |
$48.9K - $56.5K
|
16.4K
$2.2M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-500- 12.22% |
$50.7K - $58.6K
|
3.59K
$481K
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-500- 26.1% |
$50.7K - $58.6K
|
1.42K
$190K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-507- 5.33% |
$51.4K - $59.4K
|
9K
$1.21M
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-521- 8.09% |
$52.8K - $61K
|
5.92K
$792K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-524- 0.41% |
$53.1K - $61.4K
|
126K
$16.9M
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-525- 9.87% |
$53.2K - $61.5K
|
4.8K
$642K
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-552- 0.51% |
$56K - $64.7K
|
108K
$14.4M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-611- 52.85% |
$62K - $71.6K
|
545
$73K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-689- 1.36% |
$69.9K - $80.7K
|
50.1K
$6.71M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-690- 19.62% |
$70K - $80.8K
|
2.83K
$378K
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-703- 17.87% |
$71.3K - $82.4K
|
3.23K
$433K
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-725- 3.62% |
$73.5K - $84.9K
|
19.3K
$2.59M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-733- 1.82% |
$74.3K - $85.9K
|
39.5K
$5.28M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-913- 28.77% |
$92.6K - $107K
|
2.26K
$303K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-914- 24.98% |
$92.7K - $107K
|
2.75K
$368K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-992- 1.37% |
$101K - $116K
|
71.3K
$9.55M
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-997- 7.2% |
$101K - $117K
|
12.8K
$1.72M
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.09K- 22.25% |
$111K - $128K
|
3.82K
$511K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.13K- 6.39% |
$114K - $132K
|
16.5K
$2.21M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.13K- 20.8% |
$114K - $132K
|
4.3K
$575K
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-1.13K- 10.77% |
$114K - $132K
|
9.36K
$1.25M
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-1.14KClosed |
$116K - $134K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 1.65% |
$119K - $137K
|
69.9K
$9.36M
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 4.06% |
$122K - $142K
|
28.5K
$3.82M
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.22K- 3.29% |
$124K - $143K
|
35.9K
$4.8M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 9.39% |
$127K - $147K
|
12.1K
$1.62M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.37K- 14.25% |
$139K - $161K
|
8.27K
$1.11M
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-1.43K- 4.62% |
$145K - $168K
|
29.6K
$3.96M
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-1.44K- 19.65% |
$146K - $169K
|
5.88K
$788K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.45K- 8.24% |
$147K - $170K
|
16.1K
$2.16M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.51K- 9.15% |
$153K - $176K
|
14.9K
$2M
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.6KClosed |
$162K - $187K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.86K- 8.35% |
$189K - $218K
|
20.4K
$2.74M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 1.32% |
$201K - $232K
|
148K
$19.8M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2K- 22.5% |
$202K - $234K
|
6.88K
$921K
|