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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.55K
$705K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-79- 1.71% |
$10K - $11.6K
|
4.55K
$578K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.3KNew |
$291K - $336K
|
2.3K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.05K+ 3.27% |
$386K - $446K
|
96.3K
$12.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-117- 2.24% |
$14.8K - $17.1K
|
5.11K
$649K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.16% |
$3.04K - $3.51K
|
15.3K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.85K- 3.84% |
$362K - $418K
|
71.5K
$9.08M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$127 - $146
|
3.44K
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-12- 0.12% |
$1.52K - $1.76K
|
10.2K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-563- 0.47% |
$71.4K - $82.5K
|
119K
$15.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-36.7K- 13.77% |
$4.65M - $5.37M
|
230K
$29.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-49- 1.88% |
$6.22K - $7.18K
|
2.55K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
112+ 67.88% |
$14.2K - $16.4K
|
277
$35.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-274- 3.19% |
$34.8K - $40.1K
|
8.32K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.83K+ 1.22% |
$359K - $415K
|
236K
$29.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-103- 5.28% |
$13.1K - $15.1K
|
1.85K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.92K- 35.8% |
$497K - $574K
|
7.03K
$892K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
22+ 1.2% |
$2.79K - $3.22K
|
1.86K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-475- 10.0% |
$60.3K - $69.6K
|
4.28K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25.1KNew |
$3.19M - $3.68M
|
25.1K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.71KNew |
$217K - $250K
|
1.71K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
13+ 0.19% |
$1.65K - $1.9K
|
7K
$889K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.42K- 13.27% |
$180K - $207K
|
9.25K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$66.3K - $76.6K
|
523
$66.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.2% |
$127 - $146
|
492
$62.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.7K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
92+ 0.08% |
$11.7K - $13.5K
|
120K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
597K+ 113.97% |
$75.7M - $87.4M
|
1.12M
$142M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-295- 8.01% |
$37.4K - $43.2K
|
3.39K
$430K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-599- 1.53% |
$76K - $87.7K
|
38.5K
$4.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.87K- 1.68% |
$998K - $1.15M
|
461K
$58.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$6.48K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-12.6K- 6.82% |
$1.6M - $1.85M
|
172K
$21.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
587+ 8.86% |
$74.5K - $86K
|
7.21K
$916K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
956+ 4.47% |
$121K - $140K
|
22.4K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.25K+ 136.11% |
$286K - $330K
|
3.91K
$497K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.63K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-385- 6.92% |
$48.8K - $56.4K
|
5.18K
$658K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.52K
$701K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
36.4K+ 12607.96% |
$4.62M - $5.34M
|
36.7K
$4.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-890- 8.84% |
$113K - $130K
|
9.18K
$1.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
999+ 1.99% |
$127K - $146K
|
51.3K
$6.52M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.4K- 4.1% |
$431K - $497K
|
79.5K
$10.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-893- 17.85% |
$113K - $131K
|
4.11K
$522K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$507 - $586
|
5.73K
$728K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-170- 53.13% |
$21.6K - $24.9K
|
150
$19.1K
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.55KNew |
$1.24M - $1.38M
|
9.55K
$1.21M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.21KNew |
$417K - $465K
|
3.21K
$407K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.21KNew |
$287K - $320K
|
2.21K
$281K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.09K+ 5.15% |
$662K - $738K
|
104K
$13.2M
|
|