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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-110- 9.48% |
$14.3K - $15.9K
|
1.05K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-122- 2.54% |
$15.9K - $17.7K
|
4.68K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-123- 2.17% |
$16K - $17.8K
|
5.54K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-153- 2.82% |
$19.9K - $22.2K
|
5.26K
$755K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-161- 1.96% |
$20.9K - $23.3K
|
8.06K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-163- 3.87% |
$21.2K - $23.6K
|
4.05K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-172- 8.67% |
$22.4K - $24.9K
|
1.81K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-185- 2.67% |
$24K - $26.8K
|
6.74K
$966K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-194- 6.94% |
$25.2K - $28.1K
|
2.6K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-195- 88.64% |
$25.3K - $28.3K
|
25
$3.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-198- 0.06% |
$25.7K - $28.7K
|
332K
$47.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-209- 2.02% |
$27.2K - $30.3K
|
10.2K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-225- 12.44% |
$29.2K - $32.6K
|
1.58K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-232- 0.58% |
$30.2K - $33.6K
|
39.5K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-252- 2.7% |
$32.7K - $36.5K
|
9.07K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-335- 2.14% |
$43.5K - $48.6K
|
15.3K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-345- 8.65% |
$44.8K - $50K
|
3.65K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-388- 1.19% |
$50.4K - $56.2K
|
32.1K
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-394- 13.91% |
$51.2K - $57.1K
|
2.44K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-399- 1.43% |
$51.9K - $57.8K
|
27.5K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-418- 1.04% |
$54.3K - $60.6K
|
39.6K
$5.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-425- 6.91% |
$55.2K - $61.6K
|
5.73K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-448- 1.84% |
$58.2K - $64.9K
|
23.9K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-456- 4.45% |
$59.3K - $66.1K
|
9.79K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-486- 11.38% |
$63.2K - $70.5K
|
3.79K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-731- 9.46% |
$95K - $106K
|
7K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-734- 23.6% |
$95.4K - $106K
|
2.38K
$341K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-740- 14.12% |
$96.2K - $107K
|
4.5K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-764- 12.75% |
$99.3K - $111K
|
5.23K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-853- 2.13% |
$111K - $124K
|
39.1K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-977- 1.6% |
$127K - $142K
|
60.1K
$8.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.22K- 0.9% |
$158K - $177K
|
134K
$19.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 4.89% |
$178K - $198K
|
26.6K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.65K- 94.99% |
$214K - $239K
|
87
$12.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.66K- 20.59% |
$216K - $241K
|
6.41K
$919K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 2.13% |
$219K - $245K
|
77.6K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.89K- 24.64% |
$246K - $274K
|
5.78K
$829K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.12K- 18.55% |
$276K - $308K
|
9.32K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.24K- 6.64% |
$292K - $325K
|
31.5K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.65K- 2.79% |
$344K - $384K
|
92.3K
$13.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 1.28% |
$404K - $451K
|
240K
$34.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.34K- 9.14% |
$433K - $483K
|
33.2K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 3.72% |
$457K - $510K
|
90.8K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.68K- 23.08% |
$478K - $533K
|
12.3K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-3.72K- 6.04% |
$484K - $540K
|
57.9K
$8.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-4.15K- 2.34% |
$539K - $601K
|
173K
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4.88K- 5.06% |
$634K - $707K
|
91.5K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.59K- 17.7% |
$726K - $810K
|
26K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.6K- 1.6% |
$728K - $812K
|
344K
$49.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-5.91K- 10.47% |
$768K - $856K
|
50.5K
$7.25M
|