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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.46% |
$990 - $1.16K
|
1.96K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.03K- 49.95% |
$223K - $261K
|
2.04K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.79KNew |
$196K - $230K
|
1.79K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-309- 8.86% |
$34K - $39.7K
|
3.18K
$474K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.74KNew |
$191K - $224K
|
1.74K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-162- 4.15% |
$17.8K - $20.8K
|
3.75K
$558K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
396New |
$43.6K - $50.9K
|
396
$59K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
27+ 0.28% |
$2.97K - $3.47K
|
9.54K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-94- 8.59% |
$10.3K - $12.1K
|
1K
$149K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
189New |
$20.8K - $24.3K
|
189
$28.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-145- 46.93% |
$15.9K - $18.6K
|
164
$24.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27- 45.0% |
$2.97K - $3.47K
|
33
$4.92K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 50.85% |
$6.6K - $7.72K
|
58
$8.64K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
72New |
$7.92K - $9.26K
|
72
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$2.42K - $2.83K
|
22
$3.28K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
598+ 980.33% |
$65.8K - $76.9K
|
659
$98.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$208K - $243K
|
1.89K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.49K+ 34.46% |
$163K - $191K
|
5.8K
$864K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
250New |
$27.5K - $32.1K
|
250
$37.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 39.67% |
$1.25M - $1.46M
|
17.3K
$2.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.2K- 76.12% |
$682K - $797K
|
1.95K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
322New |
$35.4K - $41.4K
|
322
$48K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
395New |
$43.4K - $50.8K
|
395
$58.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.03KNew |
$224K - $261K
|
2.03K
$303K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37K+ 126.97% |
$260K - $305K
|
4.23K
$631K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
93New |
$9.39K - $11K
|
93
$13.9K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-39- 22.41% |
$3.94K - $4.6K
|
135
$20.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
245New |
$24.7K - $28.9K
|
245
$36.5K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
747+ 18.72% |
$75.4K - $88.1K
|
4.74K
$706K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
442New |
$44.6K - $52.1K
|
442
$65.8K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
131New |
$13.2K - $15.4K
|
131
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.13K- 50.97% |
$417K - $487K
|
3.97K
$592K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
22.6KNew |
$2.28M - $2.66M
|
22.6K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
60+ 1.32% |
$6.06K - $7.08K
|
4.62K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$122K - $142K
|
1.21K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
310New |
$31.3K - $36.6K
|
310
$46.2K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-140- 1.48% |
$14.1K - $16.5K
|
9.33K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-502- 10.83% |
$50.7K - $59.2K
|
4.13K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.32KNew |
$234K - $273K
|
2.32K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.36KNew |
$238K - $278K
|
2.36K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.92K+ 314.11% |
$598K - $698K
|
7.81K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.4KNew |
$1.05M - $1.22M
|
10.4K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
289New |
$29.2K - $34.1K
|
289
$43.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40.5K- 15.0% |
$4.08M - $4.77M
|
229K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30K+ 38.17% |
$3.02M - $3.53M
|
108K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6- 0.09% |
$606 - $708
|
6.55K
$976K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
301New |
$30.4K - $35.5K
|
301
$44.8K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.18K- 8.64% |
$119K - $139K
|
12.4K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
134+ 2.44% |
$13.5K - $15.8K
|
5.62K
$838K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
125+ 37.65% |
$12.6K - $14.7K
|
457
$68.1K
|
|