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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
64+ 4.05% |
$7.47K - $8.55K
|
1.64K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-51- 1.79% |
$5.96K - $6.81K
|
2.79K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-100- 62.5% |
$11.7K - $13.4K
|
60
$8.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9K+ 1.06% |
$1.27M - $1.46M
|
1.04M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13K- 19.66% |
$1.52M - $1.74M
|
53.2K
$7.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.8K+ 2.45% |
$1.14M - $1.31M
|
410K
$56.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.7K+ 22.63% |
$8.95M - $10.2M
|
415K
$57M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$239K - $274K
|
2.05K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
395+ 0.45% |
$46.1K - $52.7K
|
88K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.41K- 21.51% |
$632K - $723K
|
19.7K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.44K- 6.33% |
$635K - $726K
|
80.5K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 5.93% |
$346K - $396K
|
53K
$7.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9+ 0.15% |
$1.05K - $1.2K
|
5.83K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.21K- 2.57% |
$609K - $696K
|
198K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-411- 6.87% |
$48K - $54.9K
|
5.58K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-467- 60.89% |
$54.5K - $62.4K
|
300
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.62K+ 0.99% |
$423K - $484K
|
369K
$50.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.03KNew |
$237K - $271K
|
2.03K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.2KNew |
$1.19M - $1.37M
|
10.2K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$467 - $534
|
4
$549
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.14% |
$467 - $534
|
2.9K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.02K+ 4.35% |
$119K - $136K
|
24.5K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.51K- 5.02% |
$993K - $1.14M
|
161K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
345+ 1.51% |
$40.3K - $46.1K
|
23.1K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
213+ 0.89% |
$24.9K - $28.4K
|
24.3K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
19+ 3.8% |
$2.22K - $2.54K
|
519
$71.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
549+ 6.46% |
$64.1K - $73.3K
|
9.05K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
845+ 3.03% |
$98.7K - $113K
|
28.8K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.74K+ 25.38% |
$554K - $633K
|
23.4K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
316+ 5.29% |
$36.9K - $42.2K
|
6.29K
$863K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
133+ 2.41% |
$15.5K - $17.8K
|
5.66K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.45K+ 54.33% |
$169K - $194K
|
4.12K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
821+ 2.4% |
$95.9K - $110K
|
35K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
39+ 0.55% |
$4.55K - $5.21K
|
7.1K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-189- 2.9% |
$22.1K - $25.2K
|
6.33K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-411- 4.46% |
$48K - $54.9K
|
8.8K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.3K+ 18.1% |
$4.36M - $4.99M
|
244K
$33.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.55KNew |
$181K - $207K
|
1.55K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-143K- 60.76% |
$16.8M - $19.2M
|
92.6K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.85K- 23.67% |
$216K - $247K
|
5.96K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15New |
$1.75K - $2K
|
15
$2.06K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.46K+ 7.03% |
$872K - $997K
|
114K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-123- 1.05% |
$14.4K - $16.4K
|
11.6K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8.46KNew |
$988K - $1.13M
|
8.46K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.8K- 6.67% |
$677K - $774K
|
81.2K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.4K- 2.54% |
$1.56M - $1.78M
|
512K
$70.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.76K+ 135.75% |
$672K - $769K
|
10K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.07K+ 114.83% |
$476K - $544K
|
7.62K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
821+ 7.01% |
$95.9K - $110K
|
12.5K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 3.16% |
$355K - $406K
|
93.3K
$12.8M
|