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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-219- 0.25% |
$24.9K - $32.9K
|
86.5K
$13.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-477- 9.42% |
$54.2K - $71.7K
|
4.59K
$708K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.07% |
$114 - $150
|
1.53K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$227 - $301
|
1.43K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.67K- 23.77% |
$417K - $552K
|
11.8K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.8K- 71.61% |
$1.23M - $1.63M
|
4.3K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.94KNew |
$220K - $292K
|
1.94K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
362+ 1.32% |
$41.1K - $54.4K
|
27.9K
$4.3M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
11New |
$1.25K - $1.65K
|
11
$1.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-31- 0.43% |
$3.52K - $4.66K
|
7.22K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
553+ 1.76% |
$62.9K - $83.2K
|
31.9K
$4.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.28K- 2.41% |
$259K - $343K
|
92.4K
$14.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-1.97K- 37.62% |
$223K - $296K
|
3.26K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23+ 7.14% |
$2.61K - $3.46K
|
345
$53.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
778+ 33.53% |
$88.4K - $117K
|
3.1K
$478K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-367- 18.46% |
$41.7K - $55.2K
|
1.62K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-163- 0.47% |
$18.5K - $24.5K
|
34.4K
$5.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-161- 0.39% |
$18.3K - $24.2K
|
41K
$6.33M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
605+ 2.29% |
$68.8K - $91K
|
27K
$4.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.11% |
$227 - $301
|
1.81K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02KNew |
$229K - $303K
|
2.02K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-200- 4.58% |
$22.7K - $30.1K
|
4.17K
$643K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-908- 18.08% |
$103K - $137K
|
4.12K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
409+ 0.99% |
$46.5K - $61.5K
|
41.7K
$6.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.18% |
$114 - $150
|
565
$87.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.43K- 49.91% |
$163K - $215K
|
1.44K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-59- 2.88% |
$6.71K - $8.87K
|
1.99K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-591- 7.11% |
$67.2K - $88.9K
|
7.72K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-257- 3.31% |
$29.2K - $38.7K
|
7.51K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.6K- 6.42% |
$182K - $241K
|
23.3K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-302- 0.87% |
$34.3K - $45.4K
|
34.3K
$5.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$114 - $150
|
936
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-59- 0.91% |
$6.71K - $8.87K
|
6.4K
$987K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62KNew |
$184K - $244K
|
1.62K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9+ 0.14% |
$1.02K - $1.35K
|
6.35K
$980K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
441+ 1.46% |
$50.1K - $66.3K
|
30.7K
$4.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-23.9K- 33.39% |
$2.71M - $3.59M
|
47.6K
$7.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.47KNew |
$167K - $220K
|
1.47K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1K- 21.39% |
$114K - $151K
|
3.68K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.44KNew |
$164K - $216K
|
1.44K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.42K+ 6.46% |
$502K - $664K
|
72.8K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.09KNew |
$351K - $464K
|
3.09K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
238+ 14.03% |
$27.1K - $35.8K
|
1.93K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.38K- 35.98% |
$497K - $658K
|
7.79K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.86% |
$2.05K - $2.71K
|
2.06K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-109- 2.38% |
$12.4K - $16.4K
|
4.48K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.12% |
$568 - $752
|
4.24K
$654K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-38- 1.51% |
$4.32K - $5.72K
|
2.47K
$381K
|