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 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.9K+ 1.79% |
$173K - $199K
|
108K
$15.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.89K+ 15.36% |
$172K - $197K
|
14.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.86K+ 10.11% |
$170K - $195K
|
20.3K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.85K+ 8.75% |
$169K - $194K
|
23K
$3.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.79K+ 9.48% |
$163K - $187K
|
20.7K
$2.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.72K+ 9.7% |
$156K - $180K
|
19.4K
$2.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.43K+ 4.76% |
$130K - $150K
|
31.5K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.43K+ 1.28% |
$130K - $149K
|
112K
$16.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.42K+ 26.49% |
$129K - $148K
|
6.78K
$978K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 8.77% |
$126K - $145K
|
17.2K
$2.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.32K+ 32.38% |
$120K - $138K
|
5.4K
$779K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.22K+ 0.36% |
$111K - $127K
|
337K
$48.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.2K+ 4.15% |
$110K - $126K
|
30.2K
$4.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.2K+ 0.89% |
$109K - $125K
|
136K
$19.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.17K+ 0.43% |
$106K - $122K
|
272K
$39.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 10.96% |
$105K - $121K
|
11.7K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 1.48% |
$104K - $120K
|
78.5K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.08KNew |
$98.3K - $113K
|
1.08K
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.08K+ 0.91% |
$98.2K - $113K
|
119K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.04KNew |
$94.9K - $109K
|
1.04K
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.01K+ 55.37% |
$92K - $106K
|
2.83K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
980+ 4.85% |
$89.2K - $102K
|
21.2K
$3.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
943New |
$85.9K - $98.6K
|
943
$136K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
939+ 558.93% |
$85.5K - $98.1K
|
1.11K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
934+ 269.94% |
$85.1K - $97.6K
|
1.28K
$185K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
929+ 36.81% |
$84.6K - $97.1K
|
3.45K
$498K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
805+ 9.54% |
$73.3K - $84.1K
|
9.24K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
771+ 3.55% |
$70.2K - $80.6K
|
22.5K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
717+ 1.32% |
$65.3K - $74.9K
|
54.9K
$7.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
709+ 26.33% |
$64.6K - $74.1K
|
3.4K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
699+ 13.11% |
$63.7K - $73.1K
|
6.03K
$869K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
668New |
$60.8K - $69.8K
|
668
$96.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
644+ 8.73% |
$58.6K - $67.3K
|
8.02K
$1.16M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
604+ 0.84% |
$55K - $63.1K
|
72.4K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
604+ 0.84% |
$55K - $63.1K
|
72.4K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
593+ 0.63% |
$54K - $62K
|
94.4K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
586+ 13.55% |
$53.4K - $61.2K
|
4.91K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
519+ 28.74% |
$47.3K - $54.2K
|
2.33K
$335K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
500New |
$45.5K - $52.3K
|
500
$72.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
483New |
$44K - $50.5K
|
483
$69.6K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
470+ 3.35% |
$42.8K - $49.1K
|
14.5K
$2.09M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
440+ 602.74% |
$40.1K - $46K
|
513
$74K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
436+ 1.39% |
$39.7K - $45.6K
|
31.8K
$4.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
427+ 2.96% |
$38.9K - $44.6K
|
14.9K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
426+ 1.1% |
$38.8K - $44.5K
|
39.3K
$5.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
413+ 7.99% |
$37.6K - $43.2K
|
5.58K
$805K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
397+ 8.45% |
$36.2K - $41.5K
|
5.1K
$735K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
395+ 8.18% |
$36K - $41.3K
|
5.23K
$754K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
370+ 52.48% |
$33.7K - $38.7K
|
1.08K
$155K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
368+ 1.91% |
$33.5K - $38.5K
|
19.6K
$2.83M
|