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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-81- 27.84% |
$6.46K - $7.19K
|
210
$30.1K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
264New |
$21.1K - $23.4K
|
264
$37.8K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.96K+ 12.49% |
$715K - $796K
|
80.7K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-19.4K- 13.92% |
$1.55M - $1.72M
|
120K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 8.57% |
$3.11K - $3.46K
|
416
$59.6K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
660+ 8.7% |
$52.7K - $58.6K
|
8.24K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$399 - $444
|
5
$716
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
211New |
$16.8K - $18.7K
|
211
$30.2K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
222New |
$17.7K - $19.7K
|
222
$31.8K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
647New |
$51.6K - $57.4K
|
647
$92.7K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-393- 11.17% |
$31.4K - $34.9K
|
3.13K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
362+ 41.61% |
$28.9K - $32.1K
|
1.23K
$176K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.8K- 87.64% |
$303K - $337K
|
535
$76.6K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400New |
$31.9K - $35.5K
|
400
$57.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.52KNew |
$521K - $579K
|
6.52K
$934K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
462New |
$36.9K - $41K
|
462
$66.2K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.46K- 65.77% |
$196K - $218K
|
1.28K
$183K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
100New |
$7.98K - $8.88K
|
100
$14.3K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.93K- 42.04% |
$154K - $171K
|
2.66K
$381K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
404New |
$32.2K - $35.9K
|
404
$57.9K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-397- 14.23% |
$31.7K - $35.2K
|
2.39K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
275+ 115.55% |
$21.9K - $24.4K
|
513
$73.5K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
20New |
$1.6K - $1.78K
|
20
$2.86K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 2.27% |
$7.98K - $8.88K
|
4.5K
$644K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
2.34KNew |
$187K - $208K
|
2.34K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58New |
$4.63K - $5.15K
|
58
$8.31K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.04K+ 59.42% |
$163K - $181K
|
5.47K
$784K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
90New |
$7.18K - $7.99K
|
90
$12.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.4KNew |
$192K - $213K
|
2.4K
$344K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.62KNew |
$209K - $232K
|
2.62K
$374K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
57New |
$4.55K - $5.06K
|
57
$8.16K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.29KNew |
$182K - $203K
|
2.29K
$327K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.29KNew |
$182K - $203K
|
2.29K
$327K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
83New |
$6.62K - $7.37K
|
83
$11.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
38+ 0.77% |
$3.03K - $3.37K
|
4.97K
$712K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.91KNew |
$232K - $258K
|
2.91K
$417K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-787- 22.0% |
$62.8K - $69.9K
|
2.79K
$400K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-947- 2.47% |
$75.6K - $84.1K
|
37.3K
$5.34M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-231- 57.18% |
$18.4K - $20.5K
|
173
$24.8K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
513New |
$40.5K - $45.4K
|
513
$73.5K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
186KNew |
$14.6M - $16.4M
|
186K
$26.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
45New |
$3.55K - $3.98K
|
45
$6.44K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.77K- 34.42% |
$613K - $688K
|
14.8K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.99KNew |
$551K - $618K
|
6.99K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.44K+ 845.71% |
$350K - $393K
|
4.97K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
419New |
$33.1K - $37.1K
|
419
$60K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
58.4K+ 45.9% |
$4.6M - $5.16M
|
186K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2.66KNew |
$210K - $236K
|
2.66K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
111New |
$8.76K - $9.82K
|
111
$15.9K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
537New |
$42.4K - $47.5K
|
537
$76.9K
|
|