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 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-595- 2.86% |
$46.9K - $52.6K
|
20.2K
$2.91M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-601- 9.95% |
$47.4K - $53.2K
|
5.44K
$785K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-634- 4.32% |
$50K - $56.1K
|
14.1K
$2.03M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-641- 9.35% |
$50.6K - $56.7K
|
6.22K
$896K
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-651- 12.53% |
$51.4K - $57.6K
|
4.55K
$655K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-662- 11.05% |
$52.2K - $58.6K
|
5.33K
$769K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-674- 17.7% |
$53.2K - $59.6K
|
3.13K
$452K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-756- 2.43% |
$59.6K - $66.9K
|
30.4K
$4.38M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-791- 93.72% |
$62.4K - $70K
|
53
$7.64K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-875- 3.65% |
$69K - $77.4K
|
23.1K
$3.33M
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-900- 0.87% |
$71K - $79.6K
|
103K
$14.8M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-924- 3.88% |
$72.9K - $81.7K
|
22.9K
$3.3M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-996- 19.45% |
$78.6K - $88.1K
|
4.13K
$595K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.02K- 13.73% |
$80.6K - $90.4K
|
6.42K
$926K
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.07K- 0.26% |
$84.4K - $94.7K
|
404K
$58.2M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.11K- 34.59% |
$87.8K - $98.5K
|
2.11K
$304K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.11K- 2.59% |
$87.8K - $98.5K
|
41.9K
$6.04M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.14K- 27.03% |
$90.2K - $101K
|
3.09K
$445K
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.28K- 12.34% |
$101K - $113K
|
9.06K
$1.31M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 6.17% |
$109K - $123K
|
21K
$3.03M
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.4K- 6.36% |
$110K - $124K
|
20.6K
$2.97M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.48K- 3.44% |
$117K - $131K
|
41.6K
$5.99M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.57K- 23.7% |
$124K - $139K
|
5.05K
$727K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.61K- 63.82% |
$127K - $142K
|
912
$132K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.65K- 36.35% |
$130K - $146K
|
2.89K
$417K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.71K- 14.99% |
$135K - $151K
|
9.7K
$1.4M
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.91K- 13.14% |
$151K - $169K
|
12.6K
$1.82M
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.93K- 67.45% |
$152K - $170K
|
929
$134K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 34.49% |
$162K - $182K
|
3.91K
$563K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.35K- 1.19% |
$186K - $208K
|
196K
$28.2M
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-2.43K- 19.9% |
$191K - $215K
|
9.76K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.63K- 12.63% |
$208K - $233K
|
18.2K
$2.63M
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 12.7% |
$211K - $236K
|
18.4K
$2.65M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.89K- 16.16% |
$228K - $256K
|
15K
$2.16M
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.96K- 3.24% |
$233K - $261K
|
88.4K
$12.7M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.3K- 14.65% |
$260K - $292K
|
19.2K
$2.77M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.35K- 8.26% |
$264K - $297K
|
37.2K
$5.37M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.41K- 8.18% |
$269K - $302K
|
38.3K
$5.52M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.69K- 56.01% |
$291K - $327K
|
2.9K
$418K
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-3.72K- 11.42% |
$293K - $329K
|
28.8K
$4.15M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.75K- 7.78% |
$296K - $332K
|
44.5K
$6.41M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.83K- 19.53% |
$302K - $338K
|
15.8K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.01K- 16.05% |
$316K - $355K
|
21K
$3.03M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.24K- 3.84% |
$335K - $375K
|
106K
$15.3M
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-4.65K- 60.76% |
$366K - $411K
|
3K
$433K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.94K- 25.01% |
$390K - $437K
|
14.8K
$2.14M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.96K- 3.17% |
$391K - $439K
|
152K
$21.8M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.16K- 56.61% |
$407K - $456K
|
3.95K
$570K
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.18K- 19.12% |
$409K - $458K
|
21.9K
$3.16M
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5.37K- 36.42% |
$423K - $475K
|
9.37K
$1.35M
|