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 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.55KNew |
$661K - $773K
|
6.55K
$976K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
767+ 114.31% |
$77.4K - $90.4K
|
1.44K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-699- 11.59% |
$70.6K - $82.4K
|
5.33K
$794K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$182K - $212K
|
1.8K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.01K- 95.52% |
$303K - $354K
|
141
$21K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 36.7% |
$4.04K - $4.72K
|
149
$22.2K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
136New |
$13.7K - $16K
|
136
$20.3K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
311+ 1.23% |
$31.4K - $36.7K
|
25.7K
$3.83M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71KNew |
$374K - $437K
|
3.71K
$552K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$909 - $1.06K
|
1.53K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
840New |
$84.8K - $99.1K
|
840
$125K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
22.6K+ 77.15% |
$2.28M - $2.66M
|
51.8K
$7.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.18K- 10.82% |
$321K - $374K
|
26.2K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.9KNew |
$495K - $578K
|
4.9K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
920New |
$92.9K - $108K
|
920
$137K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.93KNew |
$194K - $227K
|
1.93K
$287K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.75KNew |
$177K - $206K
|
1.75K
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79KNew |
$180K - $210K
|
1.79K
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
40New |
$4.04K - $4.72K
|
40
$5.96K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$909 - $1.06K
|
9
$1.34K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.28KNew |
$230K - $269K
|
2.28K
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.1K- 87.5% |
$212K - $248K
|
300
$44.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
1.8KNew |
$182K - $213K
|
1.8K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 43.36% |
$133K - $156K
|
1.72K
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
746New |
$75.3K - $88K
|
746
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.3K- 25.9% |
$434K - $507K
|
12.3K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8New |
$808 - $943
|
8
$1.19K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27KNew |
$2.72M - $3.18M
|
27K
$4.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-61- 49.59% |
$6.16K - $7.19K
|
62
$9.24K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.13% |
$404 - $472
|
3.04K
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.47% |
$101 - $118
|
67
$9.98K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 16.89% |
$3.74K - $4.36K
|
182
$27.1K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
52New |
$5.25K - $6.13K
|
52
$7.75K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
70New |
$7.07K - $8.25K
|
70
$10.4K
|
|
| Q4 2023 | |||||||
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
310New |
$28.2K - $32.4K
|
310
$46.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.73K - $3.14K
|
30
$4.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 14.29% |
$4.55K - $5.23K
|
400
$59.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-230- 4.12% |
$20.9K - $24K
|
5.35K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.38K- 42.58% |
$854K - $980K
|
12.6K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-154- 1.52% |
$14K - $16.1K
|
10K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
211New |
$19.2K - $22.1K
|
211
$31.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$191K - $219K
|
2.1K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
8.51KNew |
$775K - $889K
|
8.51K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35.7KNew |
$3.25M - $3.73M
|
35.7K
$5.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.67KNew |
$881K - $1.01M
|
9.67K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.87KNew |
$261K - $300K
|
2.87K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
160New |
$14.6K - $16.7K
|
160
$23.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.84KNew |
$258K - $296K
|
2.84K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.08KNew |
$98.3K - $113K
|
1.08K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.5KNew |
$501K - $575K
|
5.5K
$820K
|
|