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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
698+ 24.74% |
$55.1K - $61.8K
|
3.52K
$507K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
682+ 3.17% |
$53.8K - $60.3K
|
22.2K
$3.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
675+ 8.18% |
$53.2K - $59.7K
|
8.92K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
671New |
$52.9K - $59.4K
|
671
$96.8K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
650+ 14.02% |
$51.3K - $57.5K
|
5.29K
$762K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
647+ 3.34% |
$51K - $57.2K
|
20K
$2.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
645+ 383.93% |
$50.9K - $57.1K
|
813
$117K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
643+ 22.92% |
$50.7K - $56.9K
|
3.45K
$497K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
593+ 18.8% |
$46.8K - $52.5K
|
3.75K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
537New |
$42.4K - $47.5K
|
537
$77.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
533New |
$42K - $47.2K
|
533
$76.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
531+ 73.85% |
$41.9K - $47K
|
1.25K
$180K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
513New |
$40.5K - $45.4K
|
513
$74K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
503+ 5.9% |
$39.7K - $44.5K
|
9.03K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
499+ 134.5% |
$39.4K - $44.1K
|
870
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$39.3K - $44.1K
|
498
$71.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
476+ 16.69% |
$37.5K - $42.1K
|
3.33K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
463New |
$36.5K - $41K
|
463
$66.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
440+ 1.77% |
$34.7K - $38.9K
|
25.3K
$3.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
435+ 12.52% |
$34.3K - $38.5K
|
3.91K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
432+ 11.08% |
$34.1K - $38.2K
|
4.33K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
419New |
$33.1K - $37.1K
|
419
$60.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
404New |
$31.9K - $35.7K
|
404
$58.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
397New |
$31.3K - $35.1K
|
397
$57.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
366New |
$28.9K - $32.4K
|
366
$52.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
350+ 1.22% |
$27.6K - $31K
|
29.1K
$4.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
344New |
$27.1K - $30.4K
|
344
$49.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
332New |
$26.2K - $29.4K
|
332
$47.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
328+ 8.56% |
$25.9K - $29K
|
4.16K
$600K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
307+ 9.43% |
$24.2K - $27.2K
|
3.56K
$513K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$23.7K - $26.5K
|
300
$43.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
298+ 5.02% |
$23.5K - $26.4K
|
6.23K
$898K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
291New |
$23K - $25.7K
|
291
$42K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
291+ 3.68% |
$23K - $25.7K
|
8.2K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
272+ 52.61% |
$21.5K - $24.1K
|
789
$114K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
272+ 4.41% |
$21.5K - $24.1K
|
6.45K
$929K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
258New |
$20.4K - $22.8K
|
258
$37.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
227+ 1.93% |
$17.9K - $20.1K
|
12K
$1.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
215+ 31.95% |
$17K - $19K
|
888
$128K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
213+ 1.1% |
$16.8K - $18.8K
|
19.5K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
172+ 1.09% |
$13.6K - $15.2K
|
16K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
171New |
$13.5K - $15.1K
|
171
$24.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
151+ 2.16% |
$11.9K - $13.4K
|
7.13K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
142New |
$11.2K - $12.6K
|
142
$20.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
138+ 13.8% |
$10.9K - $12.2K
|
1.14K
$164K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
131+ 1.59% |
$10.3K - $11.6K
|
8.36K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
131+ 2.38% |
$10.3K - $11.6K
|
5.63K
$812K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
120+ 3.12% |
$9.47K - $10.6K
|
3.97K
$572K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
119+ 0.12% |
$9.39K - $10.5K
|
103K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
111New |
$8.76K - $9.82K
|
111
$16K
|