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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
372+ 81.05% |
$43.4K - $49.7K
|
831
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
211+ 1.4% |
$24.6K - $28.2K
|
15.3K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
872+ 1.29% |
$102K - $116K
|
68.3K
$9.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.12% |
$350 - $401
|
2.4K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-95- 2.71% |
$11.1K - $12.7K
|
3.42K
$489K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 8.51% |
$3.85K - $4.41K
|
355
$50.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-2- 0.04% |
$234 - $267
|
5K
$716K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 13.07% |
$35K - $40.1K
|
2K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
284New |
$33.2K - $37.9K
|
284
$40.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$467 - $534
|
1.7K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
229+ 1.2% |
$26.7K - $30.6K
|
19.4K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-173- 3.39% |
$20.2K - $23.1K
|
4.94K
$707K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-9- 0.51% |
$1.05K - $1.2K
|
1.74K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-223- 4.6% |
$26K - $29.8K
|
4.63K
$662K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-113- 40.36% |
$13.2K - $15.1K
|
167
$23.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-11.8K- 5.77% |
$1.38M - $1.58M
|
193K
$27.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.5K- 69.81% |
$176K - $201K
|
650
$93.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
68+ 3.85% |
$7.94K - $9.08K
|
1.83K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-125- 32.05% |
$14.6K - $16.7K
|
265
$37.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.51K- 4.69% |
$176K - $202K
|
30.6K
$4.39M
|
|
| Q2 2024 | |||||||
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
431+ 19.5% |
$47.4K - $55.4K
|
2.64K
$378K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10.8K- 11.3% |
$1.19M - $1.39M
|
84.7K
$12.1M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
740+ 9.32% |
$81.4K - $95.2K
|
8.68K
$1.24M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 6.67% |
$22K - $25.7K
|
3.2K
$458K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
138+ 12.78% |
$15.2K - $17.7K
|
1.22K
$174K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
197New |
$21.7K - $25.3K
|
197
$28.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-183- 0.74% |
$20.1K - $23.5K
|
24.4K
$3.49M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.02% |
$110 - $129
|
4.46K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-93.6K- 97.5% |
$10.3M - $12M
|
2.4K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-483- 27.18% |
$53.1K - $62.1K
|
1.29K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
24New |
$2.64K - $3.09K
|
24
$3.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.23KNew |
$245K - $287K
|
2.23K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.94K- 55.59% |
$323K - $378K
|
2.35K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.58KNew |
$174K - $204K
|
1.58K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
$5.94K - $6.94K
|
54
$7.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-48.7K- 69.76% |
$5.36M - $6.27M
|
21.1K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
13New |
$1.43K - $1.67K
|
13
$1.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.14K+ 50.0% |
$235K - $275K
|
6.42K
$919K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-411- 20.66% |
$45.2K - $52.9K
|
1.58K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
121New |
$13.3K - $15.6K
|
121
$17.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-486- 9.24% |
$53.5K - $62.5K
|
4.77K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
74New |
$8.14K - $9.52K
|
74
$10.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-46- 2.25% |
$5.06K - $5.92K
|
2K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$110 - $129
|
3.44K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$174K - $204K
|
1.58K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.9K- 20.68% |
$7.9M - $9.24M
|
276K
$39.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
35.2KNew |
$3.88M - $4.53M
|
35.2K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-23- 36.51% |
$2.53K - $2.96K
|
40
$5.73K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
2.15KNew |
$236K - $276K
|
2.15K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
139New |
$15.3K - $17.9K
|
139
$19.9K
|
|