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
|
Procyon Advisors, LLC
|
BUY
|
- |
2.3KNew |
$291K - $336K
|
2.3K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.05K+ 3.27% |
$386K - $446K
|
96.3K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.16% |
$3.04K - $3.51K
|
15.3K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.85K- 3.84% |
$362K - $418K
|
71.5K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$127 - $146
|
3.44K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-12- 0.12% |
$1.52K - $1.76K
|
10.2K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-563- 0.47% |
$71.4K - $82.5K
|
119K
$17.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-49- 1.88% |
$6.22K - $7.18K
|
2.55K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.83K+ 1.22% |
$359K - $415K
|
236K
$35.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-103- 5.28% |
$13.1K - $15.1K
|
1.85K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-475- 10.0% |
$60.3K - $69.6K
|
4.28K
$637K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25.1KNew |
$3.19M - $3.68M
|
25.1K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$66.3K - $76.6K
|
523
$77.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
597K+ 113.97% |
$75.7M - $87.4M
|
1.12M
$167M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-295- 8.01% |
$37.4K - $43.2K
|
3.39K
$505K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-599- 1.53% |
$76K - $87.7K
|
38.5K
$5.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$7.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.63K
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-385- 6.92% |
$48.8K - $56.4K
|
5.18K
$772K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.52K
$822K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
999+ 1.99% |
$127K - $146K
|
51.3K
$7.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.4K- 4.1% |
$431K - $497K
|
79.5K
$11.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-170- 53.13% |
$21.6K - $24.9K
|
150
$22.3K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.28KNew |
$167K - $186K
|
1.28K
$191K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
219+ 2.82% |
$28.5K - $31.7K
|
7.99K
$1.19M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.2K- 7.11% |
$4.7M - $5.25M
|
473K
$70.5M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.53KNew |
$199K - $222K
|
1.53K
$228K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.77KNew |
$230K - $257K
|
1.77K
$264K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.55KNew |
$1.24M - $1.38M
|
9.55K
$1.42M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.21KNew |
$417K - $465K
|
3.21K
$478K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.47KNew |
$191K - $213K
|
1.47K
$219K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
159+ 2.96% |
$20.7K - $23.1K
|
5.53K
$823K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17+ 1.1% |
$2.21K - $2.46K
|
1.56K
$233K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.98KNew |
$257K - $286K
|
1.98K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
167New |
$21.7K - $24.2K
|
167
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.98K- 42.72% |
$257K - $287K
|
2.65K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.32KNew |
$691K - $771K
|
5.32K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.75KNew |
$228K - $254K
|
1.75K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.49KNew |
$193K - $216K
|
1.49K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.8KNew |
$234K - $261K
|
1.8K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4New |
$520 - $580
|
4
$596
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15- 1.16% |
$1.95K - $2.17K
|
1.28K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
125+ 2.41% |
$16.2K - $18.1K
|
5.31K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$214K - $238K
|
1.65K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
104+ 0.58% |
$13.5K - $15.1K
|
18.1K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.09% |
$390 - $435
|
3.33K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
86New |
$11.2K - $12.5K
|
86
$12.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
6.7KNew |
$871K - $971K
|
6.7K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
78New |
$10.1K - $11.3K
|
78
$11.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.1KNew |
$273K - $304K
|
2.1K
$313K
|
|