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, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
97+ 0.62% |
$12.3K - $14.2K
|
15.6K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
260+ 4.72% |
$33K - $38.1K
|
5.77K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.19K- 5.44% |
$151K - $175K
|
20.8K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.71K- 13.11% |
$597K - $689K
|
31.2K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.56K- 20.18% |
$706K - $815K
|
22K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-909- 6.75% |
$115K - $133K
|
12.6K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.78K+ 3.89% |
$1.11M - $1.29M
|
234K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-536- 11.93% |
$68K - $78.5K
|
3.96K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.74KNew |
$221K - $255K
|
1.74K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.36K+ 13.55% |
$1.19M - $1.37M
|
78.4K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.39K+ 1.01% |
$176K - $203K
|
139K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11KNew |
$1.39M - $1.6M
|
11K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.64K- 12.72% |
$334K - $386K
|
18.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$7.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-994- 60.46% |
$126K - $146K
|
650
$96.8K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
290New |
$36.8K - $42.5K
|
290
$43.2K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-124- 49.8% |
$15.7K - $18.2K
|
125
$18.6K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.99K- 0.57% |
$633K - $731K
|
870K
$130M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.94K- 52.77% |
$245K - $283K
|
1.73K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
74+ 1.66% |
$9.39K - $10.8K
|
4.53K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173+ 7.42% |
$21.9K - $25.3K
|
2.5K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-921- 17.5% |
$117K - $135K
|
4.34K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-261- 4.38% |
$33.1K - $38.2K
|
5.69K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-405- 8.22% |
$51.4K - $59.3K
|
4.53K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-434- 14.07% |
$55.1K - $63.6K
|
2.65K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.32K- 65.78% |
$675K - $779K
|
2.77K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.2K- 10.31% |
$2.44M - $2.81M
|
167K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.84K- 3.67% |
$868K - $1M
|
180K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$270K - $312K
|
2.13K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-275K- 38.69% |
$34.9M - $40.3M
|
436K
$65M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.14% |
$888 - $1.03K
|
4.9K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.6K+ 24.06% |
$4.78M - $5.51M
|
194K
$28.9M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 124.47% |
$604K - $697K
|
8.59K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.7% |
$127 - $146
|
144
$21.5K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369+ 0.36% |
$46.8K - $54K
|
102K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.04% |
$381 - $439
|
6.99K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38.1K- 7.34% |
$4.84M - $5.58M
|
481K
$71.7M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-445- 6.66% |
$56.5K - $65.2K
|
6.24K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.69K+ 120.94% |
$595K - $687K
|
8.57K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
225KNew |
$28.6M - $33M
|
225K
$33.5M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-503- 8.64% |
$63.8K - $73.7K
|
5.32K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.89K+ 44.15% |
$1.13M - $1.3M
|
29K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
5.92K+ 11.71% |
$750K - $866K
|
56.4K
$8.41M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
601+ 0.88% |
$76.2K - $88K
|
69.1K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.37K+ 19.7% |
$174K - $201K
|
8.33K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.69KNew |
$341K - $394K
|
2.69K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
258+ 8.84% |
$32.7K - $37.8K
|
3.18K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-285- 14.17% |
$36.2K - $41.7K
|
1.73K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.9K- 93.73% |
$3.03M - $3.5M
|
1.6K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-265- 4.38% |
$33.6K - $38.8K
|
5.79K
$862K
|