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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.95KNew |
$247K - $285K
|
1.95K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56+ 1.47% |
$7.1K - $8.2K
|
3.88K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-163- 3.12% |
$20.7K - $23.9K
|
5.07K
$755K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-17.7K- 8.5% |
$2.24M - $2.59M
|
190K
$28.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44New |
$5.58K - $6.44K
|
44
$6.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 17.59% |
$1.34M - $1.55M
|
49.5K
$7.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
275+ 5.84% |
$34.9K - $40.3K
|
4.99K
$743K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-61- 0.39% |
$7.74K - $8.93K
|
15.7K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-74- 2.89% |
$9.39K - $10.8K
|
2.48K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 6.1% |
$16.6K - $19.2K
|
2.02K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.05K+ 5.23% |
$260K - $301K
|
41.3K
$6.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-83- 0.85% |
$10.5K - $12.2K
|
9.71K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
32.5K+ 35.75% |
$4.12M - $4.76M
|
123K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
27+ 0.27% |
$3.43K - $3.95K
|
10.2K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15+ 0.73% |
$1.9K - $2.2K
|
2.06K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1+ 0.03% |
$127 - $146
|
3.65K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.39K+ 4.27% |
$177K - $204K
|
34K
$5.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
63+ 123.53% |
$7.99K - $9.23K
|
114
$17K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.5K- 19.79% |
$4.25M - $4.9M
|
136K
$20.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
667+ 0.17% |
$84.6K - $97.7K
|
390K
$58.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.51K+ 40.74% |
$319K - $368K
|
8.68K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
47+ 0.73% |
$5.96K - $6.88K
|
6.46K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$221K - $255K
|
1.74K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-16.6K- 5.01% |
$2.11M - $2.43M
|
315K
$46.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.54K+ 94.38% |
$322K - $371K
|
5.22K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.07K- 23.17% |
$262K - $303K
|
6.86K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.8K+ 29.9% |
$5.82M - $6.71M
|
199K
$29.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-362- 3.39% |
$45.9K - $53K
|
10.3K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
779+ 4.15% |
$98.8K - $114K
|
19.5K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
193+ 4.26% |
$24.5K - $28.3K
|
4.73K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-569- 66.47% |
$72.2K - $83.3K
|
287
$42.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-386- 7.51% |
$49K - $56.5K
|
4.76K
$709K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26+ 1.73% |
$3.3K - $3.81K
|
1.53K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$234K - $271K
|
1.85K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.2K+ 26.08% |
$405K - $468K
|
15.4K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-50- 1.86% |
$6.34K - $7.32K
|
2.63K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
903+ 36.96% |
$115K - $132K
|
3.35K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-204- 4.59% |
$25.9K - $29.9K
|
4.25K
$632K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48.3K- 2.5% |
$6.13M - $7.07M
|
1.89M
$281M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 1.89% |
$10.8K - $12.4K
|
4.59K
$683K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-20.8K- 75.8% |
$2.64M - $3.05M
|
6.64K
$989K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-654- 9.35% |
$83K - $95.8K
|
6.34K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.09K- 6.23% |
$138K - $159K
|
16.4K
$2.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-22K- 5.59% |
$2.78M - $3.21M
|
370K
$55.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.12% |
$3.55K - $4.1K
|
24.1K
$3.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-23- 1.1% |
$2.92K - $3.37K
|
2.06K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
211+ 59.44% |
$26.8K - $30.9K
|
566
$84.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.24% |
$135K - $155K
|
26.1K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56- 2.68% |
$7.1K - $8.2K
|
2.04K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
796+ 6.52% |
$101K - $117K
|
13K
$1.94M
|