Purchases and Sales Made in Q4 2022 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 2022. 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 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.95K+ 103.07% |
$233K - $261K
|
5.81K
$838K
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.91KNew |
$229K - $257K
|
2.91K
$419K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.88K+ 9.11% |
$227K - $255K
|
34.5K
$4.97M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.84KNew |
$224K - $251K
|
2.84K
$410K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.72K+ 5.17% |
$214K - $240K
|
55.3K
$7.97M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.7KNew |
$213K - $239K
|
2.7K
$389K
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2.66KNew |
$210K - $236K
|
2.66K
$384K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 94.95% |
$206K - $231K
|
5.37K
$774K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.61KNew |
$206K - $231K
|
2.61K
$377K
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.59K+ 26.57% |
$204K - $229K
|
12.3K
$1.78M
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.55K+ 5.02% |
$201K - $225K
|
53.3K
$7.68M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 36.72% |
$200K - $225K
|
9.46K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$195K - $219K
|
2.47K
$357K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$185K - $208K
|
2.35K
$339K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.33K+ 4.07% |
$184K - $206K
|
59.6K
$8.59M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.17KNew |
$171K - $192K
|
2.17K
$313K
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.1K+ 1.05% |
$165K - $185K
|
203K
$29.2M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2KNew |
$158K - $177K
|
2K
$289K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92KNew |
$151K - $170K
|
1.92K
$277K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.86K+ 4.65% |
$146K - $164K
|
41.7K
$6.02M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.82K+ 95.18% |
$143K - $161K
|
3.72K
$537K
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.8K+ 32.04% |
$142K - $159K
|
7.41K
$1.07M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.77K+ 1.72% |
$139K - $156K
|
105K
$15.1M
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 1.68% |
$128K - $143K
|
98.3K
$14.2M
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.58K+ 36.89% |
$125K - $140K
|
5.87K
$846K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.46K+ 41.07% |
$115K - $129K
|
5.02K
$723K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.32K+ 49.09% |
$104K - $117K
|
4K
$577K
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.29K+ 14.79% |
$102K - $114K
|
10K
$1.44M
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.28K+ 4.95% |
$101K - $113K
|
27K
$3.9M
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.24K+ 22.01% |
$98.1K - $110K
|
6.9K
$994K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 4.43% |
$96.2K - $108K
|
28.8K
$4.15M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.21K+ 4.4% |
$95.4K - $107K
|
28.7K
$4.13M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$90.1K - $101K
|
1.14K
$165K
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.12K+ 4.97% |
$88.6K - $99.4K
|
23.7K
$3.42M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 17.98% |
$86.8K - $97.4K
|
7.23K
$1.04M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.1K+ 8.28% |
$86.8K - $97.3K
|
14.4K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 1.53% |
$84.3K - $94.6K
|
71.1K
$10.2M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.07K+ 0.34% |
$84.2K - $94.4K
|
310K
$44.8M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.06KNew |
$83.5K - $93.7K
|
1.06K
$153K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.05K+ 0.74% |
$82.7K - $92.8K
|
143K
$20.6M
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.03K+ 4.63% |
$81.6K - $91.5K
|
23.3K
$3.37M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
984+ 1.83% |
$77.6K - $87.1K
|
54.9K
$7.92M
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
980+ 22.17% |
$77.3K - $86.7K
|
5.4K
$779K
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
969+ 11.75% |
$76.4K - $85.7K
|
9.22K
$1.33M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
966+ 24.87% |
$76.2K - $85.5K
|
4.85K
$699K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
954New |
$75.3K - $84.4K
|
954
$138K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
874New |
$68.9K - $77.3K
|
874
$126K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
851+ 15.81% |
$67.1K - $75.3K
|
6.23K
$899K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
774+ 17.7% |
$61.1K - $68.5K
|
5.15K
$742K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
715New |
$56.4K - $63.3K
|
715
$103K
|