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 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.11% |
$390 - $435
|
2.68K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.13% |
$260 - $290
|
1.53K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$260 - $290
|
2
$283
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.05% |
$260 - $290
|
4.09K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.21% |
$260 - $290
|
934
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $145
|
8.59K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.37% |
$130 - $145
|
268
$38K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.32% |
$130 - $145
|
315
$44.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.44% |
$130 - $145
|
228
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$130 - $145
|
17.5K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$130 - $145
|
602
$85.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.04% |
$130 - $145
|
50
$7.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$130 - $145
|
527
$74.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.09% |
$390 - $435
|
3.33K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 0.07% |
$520 - $580
|
5.82K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4- 0.12% |
$520 - $580
|
3.2K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-8- 0.13% |
$1.04K - $1.16K
|
5.95K
$844K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-11- 0.44% |
$1.43K - $1.59K
|
2.5K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13- 0.22% |
$1.69K - $1.88K
|
6K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.32% |
$1.82K - $2.03K
|
4.34K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-14- 0.05% |
$1.82K - $2.03K
|
28.4K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$1.82K - $2.03K
|
4.68K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.27% |
$1.95K - $2.17K
|
5.55K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15- 1.16% |
$1.95K - $2.17K
|
1.28K
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17- 0.86% |
$2.21K - $2.46K
|
1.95K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18- 0.33% |
$2.34K - $2.61K
|
5.38K
$762K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-19- 0.1% |
$2.47K - $2.75K
|
18.3K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21- 4.9% |
$2.73K - $3.04K
|
408
$57.8K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-22- 0.72% |
$2.86K - $3.19K
|
3.02K
$428K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-22- 0.49% |
$2.86K - $3.19K
|
4.45K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 1.07% |
$3.25K - $3.62K
|
2.31K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-25- 0.83% |
$3.25K - $3.62K
|
2.97K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 1.16% |
$3.25K - $3.62K
|
2.12K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-26- 0.9% |
$3.38K - $3.77K
|
2.87K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-26- 0.4% |
$3.38K - $3.77K
|
6.51K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-29- 3.28% |
$3.77K - $4.2K
|
856
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-29- 0.18% |
$3.77K - $4.2K
|
15.7K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 1.44% |
$3.9K - $4.35K
|
2.06K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 0.56% |
$3.9K - $4.35K
|
5.36K
$760K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 1.97% |
$4.16K - $4.64K
|
1.59K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.29% |
$4.55K - $5.07K
|
12.2K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-39- 1.9% |
$5.07K - $5.65K
|
2.01K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-40- 0.17% |
$5.2K - $5.8K
|
24.1K
$3.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-45- 0.9% |
$5.85K - $6.52K
|
4.95K
$701K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45- 0.34% |
$5.85K - $6.52K
|
13.2K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-46- 0.37% |
$5.98K - $6.67K
|
12.3K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 1.16% |
$6.11K - $6.81K
|
3.99K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-47- 0.02% |
$6.11K - $6.81K
|
301K
$42.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-48- 0.63% |
$6.24K - $6.96K
|
7.57K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.23% |
$6.5K - $7.25K
|
4.03K
$570K
|