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 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-28- 0.38% |
$3.18K - $4.21K
|
7.44K
$1.15M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-174- 38.67% |
$19.8K - $26.2K
|
276
$42.6K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-500- 1.76% |
$56.8K - $75.2K
|
27.9K
$4.31M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
14.6K+ 6.21% |
$1.66M - $2.2M
|
250K
$38.6M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
23+ 1.24% |
$2.61K - $3.46K
|
1.87K
$289K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-110- 2.33% |
$12.5K - $16.5K
|
4.62K
$713K
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.1K+ 34.43% |
$125K - $166K
|
4.3K
$664K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.29% |
$1.25K - $1.65K
|
3.76K
$581K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
318+ 9.64% |
$36.1K - $47.8K
|
3.62K
$558K
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9+ 0.14% |
$1.02K - $1.35K
|
6.3K
$973K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-232- 3.19% |
$26.4K - $34.9K
|
7.04K
$1.09M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-101K- 21.8% |
$11.4M - $15.1M
|
361K
$55.7M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-84- 1.06% |
$9.55K - $12.6K
|
7.86K
$1.21M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$114 - $150
|
4.23K
$652K
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.85K- 73.01% |
$551K - $729K
|
1.79K
$277K
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-338- 16.04% |
$38.4K - $50.8K
|
1.77K
$273K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.9K+ 11.91% |
$671K - $888K
|
55.5K
$8.56M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
928+ 1.81% |
$105K - $140K
|
52.3K
$8.07M
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.65% |
$8.75K - $11.6K
|
4.6K
$710K
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.94K- 2.15% |
$221K - $292K
|
88.5K
$13.7M
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.84K+ 3.52% |
$209K - $276K
|
54K
$8.34M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18+ 0.57% |
$2.05K - $2.71K
|
3.2K
$494K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 2.43% |
$137K - $181K
|
50.7K
$7.83M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
885+ 19.91% |
$101K - $133K
|
5.33K
$823K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1+ 0.04% |
$114 - $150
|
2.41K
$372K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4KNew |
$1.98M - $2.62M
|
17.4K
$2.68M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
320+ 160.8% |
$36.4K - $48.1K
|
519
$80.1K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.36KNew |
$155K - $205K
|
1.36K
$210K
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
63+ 0.68% |
$7.16K - $9.48K
|
9.31K
$1.44M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
9+ 0.53% |
$1.02K - $1.35K
|
1.7K
$263K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
597New |
$67.9K - $89.8K
|
597
$92.2K
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.57K+ 29.39% |
$747K - $988K
|
28.9K
$4.46M
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.6K- 55.98% |
$296K - $391K
|
2.05K
$316K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
91+ 7.21% |
$10.3K - $13.7K
|
1.35K
$209K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
623+ 106.13% |
$70.8K - $93.7K
|
1.21K
$187K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-137- 2.92% |
$15.6K - $20.6K
|
4.55K
$702K
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.39KNew |
$158K - $209K
|
1.39K
$215K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
39+ 0.76% |
$4.43K - $5.87K
|
5.15K
$794K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
53.3K+ 13.09% |
$6.06M - $8.02M
|
460K
$71.1M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 19.41% |
$298K - $394K
|
10.9K
$1.68M
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$1.41M - $1.86M
|
241K
$37.2M
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.03% |
$227 - $301
|
7.03K
$1.08M
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
34+ 1.83% |
$3.86K - $5.11K
|
1.89K
$292K
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$455 - $602
|
8.32K
$1.28M
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-385- 1.61% |
$43.8K - $57.9K
|
23.5K
$3.63M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.43KNew |
$162K - $214K
|
1.43K
$220K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.93K- 2.11% |
$220K - $291K
|
89.7K
$13.9M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.53KNew |
$287K - $380K
|
2.53K
$390K
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-374- 3.5% |
$42.5K - $56.2K
|
10.3K
$1.59M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17.1K+ 10.46% |
$1.95M - $2.57M
|
181K
$27.9M
|