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 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.37% |
$130 - $145
|
268
$39.9K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.2KNew |
$4.18M - $4.67M
|
32.2K
$4.8M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.95K+ 67.36% |
$253K - $282K
|
4.84K
$720K
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$5.46K - $6.09K
|
42
$6.26K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 8.97% |
$20.8K - $23.2K
|
1.62K
$242K
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
201K+ 36877.57% |
$26.1M - $29.1M
|
201K
$30M
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$2.21K - $2.46K
|
17
$2.53K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-26- 0.4% |
$3.38K - $3.77K
|
6.51K
$969K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-50- 67.57% |
$6.5K - $7.25K
|
24
$3.58K
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.09K+ 6.42% |
$401K - $448K
|
51.2K
$7.63M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-523- 26.27% |
$68K - $75.8K
|
1.47K
$219K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.54KNew |
$200K - $223K
|
1.54K
$229K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-50- 67.57% |
$6.5K - $7.25K
|
24
$3.58K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
39New |
$5.07K - $5.65K
|
39
$5.81K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61KNew |
$209K - $233K
|
1.61K
$239K
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.59KNew |
$207K - $231K
|
1.59K
$237K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-240- 11.88% |
$31.2K - $34.8K
|
1.78K
$265K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.95K- 28.86% |
$253K - $282K
|
4.8K
$715K
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.45KNew |
$189K - $211K
|
1.45K
$217K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.46KNew |
$320K - $357K
|
2.46K
$366K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-85- 1.42% |
$11K - $12.3K
|
5.89K
$877K
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
26.8KNew |
$3.48M - $3.88M
|
26.8K
$3.99M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
117New |
$15.2K - $17K
|
117
$17.4K
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$190K - $212K
|
1.46K
$217K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
148New |
$19.2K - $21.5K
|
148
$22K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
9.74KNew |
$1.27M - $1.41M
|
9.74K
$1.45M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.14KNew |
$408K - $455K
|
3.14K
$467K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
174New |
$22.6K - $25.2K
|
174
$25.9K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.57KNew |
$334K - $372K
|
2.57K
$382K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
178New |
$23.1K - $25.8K
|
178
$26.5K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.29% |
$4.55K - $5.07K
|
12.2K
$1.81M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.85K- 21.05% |
$241K - $269K
|
6.95K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-200- 5.24% |
$26K - $29K
|
3.61K
$538K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-81- 38.21% |
$10.5K - $11.7K
|
131
$19.5K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-92- 0.43% |
$12K - $13.3K
|
21.1K
$3.14M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.68KNew |
$218K - $244K
|
1.68K
$250K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.33KNew |
$172K - $192K
|
1.33K
$198K
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.5KNew |
$195K - $218K
|
1.5K
$224K
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.51K- 39.4% |
$196K - $219K
|
2.32K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.79KNew |
$1.14M - $1.27M
|
8.79K
$1.31M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49New |
$6.37K - $7.1K
|
49
$7.3K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$130 - $145
|
527
$78.5K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28.9KNew |
$3.76M - $4.19M
|
28.9K
$4.31M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18- 0.33% |
$2.34K - $2.61K
|
5.38K
$801K
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.64KNew |
$213K - $238K
|
1.64K
$244K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-209K- 99.28% |
$27.2M - $30.4M
|
1.51K
$226K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
123+ 6.67% |
$16K - $17.8K
|
1.97K
$293K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.49KNew |
$193K - $215K
|
1.49K
$221K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
41New |
$5.33K - $5.94K
|
41
$6.11K
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.75KNew |
$227K - $253K
|
1.75K
$260K
|