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 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-17- 0.25% |
$1.55K - $1.78K
|
6.76K
$974K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-23- 0.26% |
$2.09K - $2.4K
|
8.96K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-27- 23.28% |
$2.46K - $2.82K
|
89
$12.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-29- 1.35% |
$2.64K - $3.03K
|
2.12K
$306K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-32- 5.07% |
$2.91K - $3.34K
|
599
$86.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.57% |
$2.91K - $3.34K
|
5.55K
$800K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-32- 5.07% |
$2.91K - $3.34K
|
599
$86.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-34- 1.47% |
$3.1K - $3.55K
|
2.28K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-40- 1.37% |
$3.64K - $4.18K
|
2.88K
$415K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41- 3.65% |
$3.73K - $4.28K
|
1.08K
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-45- 17.86% |
$4.1K - $4.7K
|
207
$29.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-47- 0.84% |
$4.28K - $4.91K
|
5.57K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-49- 0.62% |
$4.46K - $5.12K
|
7.92K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 0.21% |
$4.55K - $5.23K
|
24K
$3.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57- 1.73% |
$5.19K - $5.96K
|
3.25K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-58- 4.57% |
$5.28K - $6.06K
|
1.21K
$175K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-62- 2.4% |
$5.65K - $6.48K
|
2.53K
$364K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-64- 0.6% |
$5.83K - $6.69K
|
10.7K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-68- 1.26% |
$6.19K - $7.11K
|
5.33K
$769K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-69- 1.04% |
$6.28K - $7.21K
|
6.56K
$945K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-84- 7.22% |
$7.65K - $8.78K
|
1.08K
$156K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-86- 0.57% |
$7.83K - $8.99K
|
15.1K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 16.03% |
$8.01K - $9.2K
|
461
$66.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-89- 1.44% |
$8.1K - $9.3K
|
6.11K
$881K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 2.48% |
$9.11K - $10.5K
|
3.94K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-100- 1.71% |
$9.11K - $10.5K
|
5.74K
$828K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-102- 0.55% |
$9.29K - $10.7K
|
18.5K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-113- 1.23% |
$10.3K - $11.8K
|
9.07K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-116- 1.96% |
$10.6K - $12.1K
|
5.81K
$837K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-127- 4.85% |
$11.6K - $13.3K
|
2.49K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-130- 32.83% |
$11.8K - $13.6K
|
266
$38.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-137- 20.42% |
$12.5K - $14.3K
|
534
$77K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140Closed |
$12.7K - $14.6K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-154- 1.52% |
$14K - $16.1K
|
10K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-154- 3.64% |
$14K - $16.1K
|
4.08K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-155- 1.67% |
$14.1K - $16.2K
|
9.12K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-156- 0.45% |
$14.2K - $16.3K
|
34.4K
$4.96M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-156- 1.81% |
$14.2K - $16.3K
|
8.47K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-166- 0.57% |
$15.1K - $17.3K
|
29.2K
$4.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-166- 0.99% |
$15.1K - $17.3K
|
16.6K
$2.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-166- 1.89% |
$15.1K - $17.3K
|
8.61K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-168- 10.05% |
$15.3K - $17.6K
|
1.5K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-177- 1.42% |
$16.1K - $18.5K
|
12.3K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-187- 3.08% |
$17K - $19.5K
|
5.89K
$849K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-194- 3.41% |
$17.7K - $20.3K
|
5.49K
$791K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-195- 5.91% |
$17.8K - $20.4K
|
3.11K
$448K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-196- 1.21% |
$17.8K - $20.5K
|
16K
$2.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-206- 0.5% |
$18.8K - $21.5K
|
41.2K
$5.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-209- 0.58% |
$19K - $21.8K
|
35.7K
$5.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-217- 0.35% |
$19.8K - $22.7K
|
61.5K
$8.87M
|