Purchases and Sales Made in Q4 2023 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 2023. 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 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10K- 73.95% |
$912K - $1.05M
|
3.53K
$509K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.1K- 49.74% |
$922K - $1.06M
|
10.2K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.1K- 47.67% |
$1.01M - $1.16M
|
12.2K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 33.26% |
$1.05M - $1.2M
|
23.1K
$3.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12K- 4.85% |
$1.09M - $1.25M
|
235K
$33.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.3K- 2.02% |
$1.12M - $1.29M
|
598K
$86.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.3K- 9.71% |
$1.12M - $1.29M
|
114K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.5K- 3.55% |
$1.14M - $1.3M
|
339K
$48.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.7K- 7.86% |
$1.16M - $1.33M
|
149K
$21.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.9K- 8.23% |
$1.17M - $1.34M
|
143K
$20.7M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-13.3K- 10.48% |
$1.21M - $1.39M
|
114K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.6K- 6.85% |
$1.33M - $1.52M
|
198K
$28.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.6K- 1.13% |
$1.51M - $1.74M
|
1.45M
$209M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.6K- 87.86% |
$1.69M - $1.94M
|
2.57K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-19.8K- 9.08% |
$1.8M - $2.07M
|
198K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-20.3K- 63.41% |
$1.84M - $2.12M
|
11.7K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25.1K- 57.0% |
$2.29M - $2.63M
|
19K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30.3K- 3.44% |
$2.76M - $3.17M
|
852K
$123M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31.7K- 43.07% |
$2.88M - $3.31M
|
41.8K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-44.5K- 37.52% |
$4.05M - $4.65M
|
74.1K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.9K- 3.62% |
$4.36M - $5M
|
1.27M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-55.3K- 50.24% |
$5.04M - $5.78M
|
54.8K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.8K- 4.52% |
$5.63M - $6.46M
|
1.31M
$188M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-61.8K- 4.58% |
$5.63M - $6.46M
|
1.29M
$186M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-62.1K- 35.52% |
$5.65M - $6.49M
|
113K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-76.4K- 1.05% |
$6.95M - $7.98M
|
7.18M
$1.04B
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-91.3K- 67.04% |
$8.31M - $9.54M
|
44.9K
$6.47M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-98.2K- 58.84% |
$8.94M - $10.3M
|
68.7K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-99.9K- 57.13% |
$9.1M - $10.4M
|
75K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-116K- 43.89% |
$10.6M - $12.1M
|
148K
$21.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-120K- 50.08% |
$10.9M - $12.5M
|
120K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-237K- 43.74% |
$21.6M - $24.8M
|
305K
$43.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-458K- 94.28% |
$41.7M - $47.8M
|
27.8K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.02M- 2.73% |
$92.6M - $106M
|
36.2M
$5.22B
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.57M- 12.21% |
$143M - $164M
|
11.3M
$1.63B
|