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 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
94.1KNew |
$11.9M - $13.8M
|
94.1K
$14M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.8K+ 5.08% |
$1.62M - $1.87M
|
265K
$39.4M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-431- 3.93% |
$54.7K - $63.1K
|
10.5K
$1.57M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
290K+ 4.99% |
$36.8M - $42.4M
|
6.09M
$908M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-345- 9.58% |
$43.8K - $50.5K
|
3.26K
$485K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-474- 0.69% |
$60.1K - $69.4K
|
68.4K
$10.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 6.5% |
$40.7K - $47K
|
4.62K
$688K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.22KNew |
$282K - $326K
|
2.22K
$331K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
371New |
$47.1K - $54.3K
|
371
$55.3K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-835- 9.14% |
$106K - $122K
|
8.3K
$1.24M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-939- 4.37% |
$119K - $138K
|
20.5K
$3.06M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.59KNew |
$455K - $525K
|
3.59K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-60.9K- 37.29% |
$7.73M - $8.92M
|
102K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.52K+ 12.92% |
$320K - $369K
|
22K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.1K+ 61483.87% |
$2.42M - $2.79M
|
19.1K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 5.7% |
$560K - $646K
|
81.8K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
10.8K+ 45.07% |
$1.37M - $1.58M
|
34.8K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-758- 21.88% |
$96.2K - $111K
|
2.71K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.35K+ 7.41% |
$298K - $344K
|
34.1K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-519- 11.81% |
$65.8K - $76K
|
3.88K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$2.28K - $2.64K
|
18
$2.68K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.09K- 19.71% |
$265K - $306K
|
8.52K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-140- 1.18% |
$17.8K - $20.5K
|
11.7K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.6K- 24.38% |
$4.14M - $4.78M
|
101K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-247- 1.68% |
$31.3K - $36.2K
|
14.4K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
978+ 2.37% |
$124K - $143K
|
42.3K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
865+ 14.42% |
$110K - $127K
|
6.86K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371+ 4.5% |
$47.1K - $54.3K
|
8.62K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$507 - $586
|
2.71K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2+ 0.03% |
$254 - $293
|
7.46K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.62M+ 9.16% |
$459M - $530M
|
43.1M
$6.42B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
570K+ 4.38% |
$72.3M - $83.4M
|
13.6M
$2.02B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.7K- 56.86% |
$977K - $1.13M
|
5.84K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-39- 0.61% |
$4.95K - $5.71K
|
6.4K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.3K+ 24.62% |
$546K - $630K
|
21.8K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-49- 1.62% |
$6.22K - $7.18K
|
2.97K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.05% |
$3.17K - $3.66K
|
50.8K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-212- 2.28% |
$26.9K - $31K
|
9.08K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.17K- 98.19% |
$275K - $317K
|
40
$5.96K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.83KNew |
$486K - $561K
|
3.83K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-970- 2.36% |
$123K - $142K
|
40.2K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.1K+ 8.62% |
$9.53M - $11M
|
946K
$141M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-35- 25.18% |
$4.44K - $5.13K
|
104
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.35K+ 11.21% |
$805K - $930K
|
63K
$9.38M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
423+ 4.64% |
$53.7K - $61.9K
|
9.55K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
700+ 11.09% |
$88.8K - $103K
|
7.01K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
96+ 27.35% |
$12.2K - $14.1K
|
447
$66.6K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.96K+ 266.08% |
$503K - $580K
|
5.45K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
33+ 0.1% |
$4.19K - $4.83K
|
32K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
24.2KNew |
$3.07M - $3.55M
|
24.2K
$3.61M
|