Latest Institutional Transactions on Ishares Core S&P U.S Growth Et (IUSG)
This table provides information on the latest institutional transactions involving Ishares Core S&P U.S Growth Et (IUSG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.53K- 1.47% |
$199K - $222K
|
103K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 2.56% |
$6.5K - $7.25K
|
1.91K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-705- 15.56% |
$91.6K - $102K
|
3.83K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
535+ 37.92% |
$69.5K - $77.6K
|
1.95K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.42K- 24.71% |
$964K - $1.08M
|
22.6K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
150+ 2.38% |
$19.5K - $21.7K
|
6.45K
$924K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-654- 5.27% |
$85K - $94.8K
|
11.7K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 0.09% |
$4.42K - $4.93K
|
37.9K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.51K- 1.95% |
$585K - $653K
|
227K
$32.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3+ 0.06% |
$390 - $435
|
5.03K
$720K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-462- 9.8% |
$60K - $67K
|
4.25K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.46K- 26.12% |
$190K - $212K
|
4.14K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-29- 0.18% |
$3.77K - $4.2K
|
15.7K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
195+ 7.16% |
$25.3K - $28.3K
|
2.92K
$418K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.16K- 39.54% |
$151K - $169K
|
1.78K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.52K+ 4.08% |
$198K - $221K
|
38.8K
$5.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 2.06% |
$247K - $276K
|
94.3K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.66K+ 9.46% |
$866K - $966K
|
77.1K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.81KNew |
$235K - $262K
|
1.81K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 16.66% |
$306K - $342K
|
16.5K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-526- 3.77% |
$68.4K - $76.3K
|
13.4K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.02KNew |
$653K - $728K
|
5.02K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$2.37M - $2.64M
|
18.2K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41+ 3.58% |
$5.33K - $5.94K
|
1.19K
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.38K+ 8.88% |
$180K - $200K
|
17K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
20+ 4.56% |
$2.6K - $2.9K
|
459
$65.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
113+ 1.53% |
$14.7K - $16.4K
|
7.48K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
692+ 31.24% |
$89.9K - $100K
|
2.91K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.15K+ 215.09% |
$799K - $891K
|
9K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 2.38% |
$17.5K - $19.6K
|
5.54K
$793K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-962- 1.56% |
$125K - $139K
|
60.7K
$8.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.64KNew |
$213K - $237K
|
1.64K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-389- 12.8% |
$50.6K - $56.4K
|
2.65K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.35% |
$1.82K - $2.03K
|
4.01K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
209+ 0.11% |
$27.2K - $30.3K
|
185K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.1K+ 3.37% |
$793K - $885K
|
187K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.12K+ 4.64% |
$406K - $453K
|
70.5K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.63K+ 1.76% |
$212K - $236K
|
94.3K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11+ 0.18% |
$1.43K - $1.59K
|
6.29K
$900K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.15K+ 4.81% |
$410K - $457K
|
68.8K
$9.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
78+ 1.82% |
$10.1K - $11.3K
|
4.37K
$625K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.35K+ 10.58% |
$305K - $340K
|
24.5K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.74K+ 23.41% |
$1.14M - $1.27M
|
46.1K
$6.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
977+ 92.69% |
$127K - $142K
|
2.03K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33.7K+ 4.01% |
$4.38M - $4.88M
|
875K
$125M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 30.39% |
$1.52M - $1.69M
|
50.1K
$7.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.04K+ 2.05% |
$525K - $585K
|
201K
$28.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.69KNew |
$220K - $245K
|
1.69K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
77+ 0.38% |
$10K - $11.2K
|
20.1K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.14% |
$390 - $435
|
2.08K
$298K
|