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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.95K- 4.93% |
$903K - $1.01M
|
134K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.42K- 24.71% |
$964K - $1.08M
|
22.6K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.75K- 21.76% |
$1.01M - $1.12M
|
27.8K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-8.88K- 11.57% |
$1.15M - $1.29M
|
67.9K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.22K- 13.25% |
$1.2M - $1.34M
|
60.4K
$8.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.35K- 68.85% |
$1.22M - $1.36M
|
4.23K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10.4K- 7.81% |
$1.35M - $1.51M
|
123K
$17.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11.1K- 4.54% |
$1.44M - $1.61M
|
234K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.9K- 1.76% |
$1.55M - $1.73M
|
667K
$94.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-12.6K- 25.97% |
$1.63M - $1.82M
|
35.8K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.6K- 5.67% |
$1.76M - $1.97M
|
226K
$32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.9K- 1.06% |
$1.81M - $2.01M
|
1.29M
$183M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16K- 2.02% |
$2.07M - $2.31M
|
774K
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.1K- 66.55% |
$2.09M - $2.33M
|
8.09K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-17.3K- 4.23% |
$2.25M - $2.51M
|
392K
$55.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.2K- 18.29% |
$2.36M - $2.64M
|
81.3K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-19.5K- 16.15% |
$2.53M - $2.82M
|
101K
$14.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-23.1K- 9.03% |
$3M - $3.35M
|
233K
$33M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23.8K- 4.84% |
$3.1M - $3.46M
|
469K
$66.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-27K- 29.18% |
$3.51M - $3.92M
|
65.6K
$9.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27.5K- 7.32% |
$3.57M - $3.98M
|
347K
$49.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30.6K- 49.29% |
$3.98M - $4.44M
|
31.5K
$4.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-31.8K- 14.68% |
$4.14M - $4.61M
|
185K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.1K- 59.82% |
$4.56M - $5.09M
|
23.6K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-38.1K- 54.26% |
$4.95M - $5.53M
|
32.1K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.6K- 15.75% |
$5.02M - $5.6M
|
207K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46K- 11.06% |
$5.97M - $6.66M
|
369K
$52.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60K- 93.93% |
$7.8M - $8.7M
|
3.88K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-67.4K- 26.01% |
$8.76M - $9.77M
|
192K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-113K- 0.86% |
$14.7M - $16.4M
|
13M
$1.84B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-128K- 5.91% |
$16.6M - $18.5M
|
2.03M
$288M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-184K- 98.75% |
$23.9M - $26.7M
|
2.33K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-198K- 84.64% |
$25.7M - $28.7M
|
35.9K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-209K- 99.28% |
$27.2M - $30.4M
|
1.51K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-371K- 34.74% |
$48.3M - $53.8M
|
698K
$98.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-384K- 71.03% |
$49.8M - $55.6M
|
156K
$22.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-788K- 11.12% |
$102M - $114M
|
6.29M
$892M
|