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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
12.2K+ 96.86% |
$1.11M - $1.28M
|
24.8K
$3.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12K+ 8.12% |
$1.09M - $1.25M
|
159K
$23M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.9K+ 18.99% |
$1.09M - $1.25M
|
74.9K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 4.51% |
$1.06M - $1.22M
|
270K
$38.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
11.5K+ 15.36% |
$1.05M - $1.2M
|
86.4K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
11.4KNew |
$1.04M - $1.19M
|
11.4K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
10.9K+ 4.19% |
$996K - $1.14M
|
272K
$39.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8K+ 150.33% |
$986K - $1.13M
|
18K
$2.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.95K+ 132.09% |
$906K - $1.04M
|
17.5K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.67KNew |
$881K - $1.01M
|
9.67K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
9.52KNew |
$866K - $994K
|
9.52K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.07K+ 16.66% |
$826K - $948K
|
63.5K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
8.51KNew |
$775K - $889K
|
8.51K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
8.39K+ 5.71% |
$764K - $876K
|
155K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.33KNew |
$758K - $870K
|
8.33K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.32K+ 106.11% |
$757K - $869K
|
16.2K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.1KNew |
$737K - $846K
|
8.1K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
8.1K+ 2.98% |
$737K - $846K
|
280K
$40.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.94KNew |
$723K - $830K
|
7.94K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
7.91K+ 342.66% |
$720K - $827K
|
10.2K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.78KNew |
$708K - $813K
|
7.78K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.77K+ 18.94% |
$708K - $812K
|
48.8K
$7.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.74KNew |
$704K - $808K
|
7.74K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.64K+ 1.09% |
$696K - $799K
|
707K
$102M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.52K+ 7.3% |
$685K - $786K
|
111K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.47K+ 27.99% |
$680K - $780K
|
34.1K
$4.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.37K+ 90.96% |
$671K - $770K
|
15.5K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.28K+ 9.96% |
$662K - $760K
|
80.3K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
7.25K+ 5.94% |
$660K - $757K
|
129K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.22K+ 9.76% |
$658K - $755K
|
81.3K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.17K+ 190.36% |
$653K - $749K
|
10.9K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.73K+ 49.17% |
$613K - $704K
|
20.4K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.29K+ 11.33% |
$573K - $658K
|
61.9K
$8.92M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.97KNew |
$544K - $624K
|
5.97K
$861K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.77KNew |
$526K - $603K
|
5.77K
$832K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.77K+ 6.17% |
$525K - $603K
|
99.2K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.5KNew |
$501K - $575K
|
5.5K
$793K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.42KNew |
$493K - $566K
|
5.42K
$781K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
5.39KNew |
$490K - $563K
|
5.39K
$776K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.27K+ 3.68% |
$480K - $551K
|
148K
$21.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.07K+ 3.17% |
$462K - $530K
|
165K
$23.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.01K+ 4.26% |
$456K - $523K
|
123K
$17.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.82K+ 44.83% |
$439K - $504K
|
15.6K
$2.24M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.64KNew |
$422K - $485K
|
4.64K
$668K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.62K+ 83.45% |
$420K - $482K
|
10.1K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.59K+ 1.91% |
$418K - $479K
|
245K
$35.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.54K+ 2.58% |
$414K - $475K
|
180K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.53K+ 1.97% |
$412K - $473K
|
234K
$33.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.18K+ 7.1% |
$381K - $437K
|
63.1K
$9.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.16KNew |
$379K - $435K
|
4.16K
$600K
|