Purchases and Sales Made in Q4 2024 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 2024. 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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
426K+ 29.21% |
$55.4M - $61.8M
|
1.88M
$270M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
187KNew |
$24.2M - $27M
|
187K
$26.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
71.3K+ 52.15% |
$9.26M - $10.3M
|
208K
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.2K+ 476.39% |
$7.31M - $8.15M
|
68K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.3K+ 54.76% |
$7.05M - $7.87M
|
153K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48.9K+ 2.59% |
$6.35M - $7.09M
|
1.93M
$277M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46.3K+ 18.65% |
$6.01M - $6.71M
|
294K
$42.2M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.2KNew |
$5.36M - $5.98M
|
41.2K
$5.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
39.5K+ 8.15% |
$5.13M - $5.73M
|
524K
$75.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
19.2K+ 12.07% |
$2.49M - $2.78M
|
178K
$25.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
16.3K+ 145.75% |
$2.11M - $2.36M
|
27.4K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 28.45% |
$1.97M - $2.19M
|
68.4K
$9.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
12.2K+ 49.9% |
$1.59M - $1.77M
|
36.8K
$5.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.5KNew |
$1.49M - $1.67M
|
11.5K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.66KNew |
$1.12M - $1.25M
|
8.66K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
6.9K+ 2.66% |
$897K - $1M
|
266K
$38.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.18K+ 145.95% |
$803K - $896K
|
10.4K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.96K+ 6.37% |
$645K - $719K
|
82.9K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.75KNew |
$617K - $689K
|
4.75K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.63K+ 82.3% |
$602K - $671K
|
10.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.17K+ 83.57% |
$542K - $605K
|
9.16K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.95KNew |
$514K - $573K
|
3.95K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.9K+ 4.26% |
$507K - $566K
|
95.5K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.78K+ 3.32% |
$491K - $548K
|
117K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.71K+ 210.87% |
$482K - $537K
|
5.46K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.63K+ 34.48% |
$471K - $526K
|
14.1K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.06KNew |
$398K - $444K
|
3.06K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.97KNew |
$386K - $430K
|
2.97K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.97K+ 2.07% |
$385K - $430K
|
146K
$21M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.76K+ 3.04% |
$358K - $400K
|
93.3K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 119.17% |
$326K - $364K
|
4.62K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.33K+ 53.98% |
$303K - $338K
|
6.66K
$955K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.16K+ 1.56% |
$280K - $313K
|
140K
$20.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 1.99% |
$279K - $311K
|
110K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.02KNew |
$263K - $293K
|
2.02K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.97K+ 14.01% |
$256K - $286K
|
16.1K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.78KNew |
$232K - $258K
|
1.78K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.68K+ 7.19% |
$218K - $243K
|
25K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.67KNew |
$217K - $242K
|
1.67K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.61K+ 35.37% |
$209K - $234K
|
6.17K
$885K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.59KNew |
$207K - $231K
|
1.59K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.59KNew |
$206K - $230K
|
1.59K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.56KNew |
$203K - $226K
|
1.56K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.56KNew |
$202K - $226K
|
1.56K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.49KNew |
$193K - $216K
|
1.49K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 40.56% |
$193K - $215K
|
5.14K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.47KNew |
$190K - $212K
|
1.47K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.46KNew |
$190K - $212K
|
1.46K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
1.45KNew |
$188K - $210K
|
1.45K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 5.8% |
$185K - $206K
|
26K
$3.73M
|