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 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.42KNew |
$185K - $206K
|
1.42K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.42K+ 1.95% |
$184K - $206K
|
74.3K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.41K+ 92.01% |
$183K - $204K
|
2.93K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 1.06% |
$164K - $183K
|
120K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.22K+ 64.56% |
$159K - $177K
|
3.12K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.21K+ 4.24% |
$157K - $175K
|
29.7K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$153K - $171K
|
1.18K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 11.18% |
$147K - $164K
|
11.3K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.05K+ 3.58% |
$137K - $153K
|
30.4K
$4.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.02K+ 12.89% |
$132K - $148K
|
8.93K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
992+ 10.35% |
$129K - $144K
|
10.6K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
978+ 2.56% |
$127K - $142K
|
39.2K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
913+ 2.88% |
$119K - $132K
|
32.6K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
910+ 14.1% |
$118K - $132K
|
7.37K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
852New |
$111K - $124K
|
852
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
852+ 15.41% |
$111K - $124K
|
6.38K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
737New |
$95.8K - $107K
|
737
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
695+ 7.45% |
$90.3K - $101K
|
10K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
682+ 0.57% |
$88.6K - $98.9K
|
119K
$17.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
678+ 7.33% |
$88.1K - $98.3K
|
9.92K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
637New |
$82.8K - $92.3K
|
637
$91.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
595New |
$77.3K - $86.3K
|
595
$85.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
587New |
$76.3K - $85.1K
|
587
$84.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
491New |
$63.8K - $71.2K
|
491
$70.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
472+ 14.76% |
$61.3K - $68.4K
|
3.67K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
414+ 3.95% |
$53.8K - $60K
|
10.9K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
364New |
$47.3K - $52.8K
|
364
$52.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
350+ 0.35% |
$45.5K - $50.7K
|
99K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
333New |
$43.3K - $48.3K
|
333
$47.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
303New |
$39.4K - $43.9K
|
303
$43.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
297+ 57.01% |
$38.6K - $43.1K
|
818
$117K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
293+ 1.7% |
$38.1K - $42.5K
|
17.5K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199+ 1.66% |
$25.9K - $28.8K
|
12.2K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
195+ 1.95% |
$25.3K - $28.3K
|
10.2K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
190+ 316.67% |
$24.7K - $27.5K
|
250
$35.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
170+ 113.33% |
$22.1K - $24.6K
|
320
$45.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
165New |
$21.4K - $23.9K
|
165
$23.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
149+ 3.07% |
$19.4K - $21.6K
|
5K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
146+ 1.87% |
$19K - $21.2K
|
7.97K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
140+ 5.79% |
$18.2K - $20.3K
|
2.56K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
130+ 7.86% |
$16.9K - $18.8K
|
1.78K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
130+ 2.67% |
$16.9K - $18.8K
|
5K
$717K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
116+ 2.73% |
$15.1K - $16.8K
|
4.36K
$626K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
100New |
$13K - $14.5K
|
100
$14.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
95+ 0.45% |
$12.3K - $13.8K
|
21.4K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
67New |
$8.71K - $9.71K
|
67
$9.61K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.41% |
$8.32K - $9.28K
|
15.8K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
52+ 1.26% |
$6.76K - $7.54K
|
4.17K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
51New |
$6.63K - $7.39K
|
51
$7.32K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
40+ 0.37% |
$5.2K - $5.8K
|
10.9K
$1.57M
|