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 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.87K- 6.18% |
$744K - $859K
|
89K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.81% |
$19.8K - $22.8K
|
5.71K
$851K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.43K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 2.08% |
$545K - $629K
|
211K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
53.9KNew |
$6.83M - $7.89M
|
53.9K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.58KClosed |
$835K - $964K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-594- 19.53% |
$75.4K - $87K
|
2.45K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-188- 2.11% |
$23.8K - $27.5K
|
8.73K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
113+ 9.28% |
$14.3K - $16.5K
|
1.33K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-467- 3.78% |
$59.2K - $68.4K
|
11.9K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-36- 0.22% |
$4.57K - $5.27K
|
16.4K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 1.87% |
$200K - $231K
|
82.8K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.8K- 48.21% |
$1.88M - $2.17M
|
15.9K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$2.41K - $2.78K
|
19
$2.83K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53- 12.99% |
$6.72K - $7.76K
|
355
$52.9K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-41- 0.9% |
$5.2K - $6K
|
4.51K
$671K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.29K+ 149.09% |
$290K - $335K
|
3.82K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$127 - $146
|
6.99K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
790+ 2.96% |
$100K - $116K
|
27.5K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
132+ 1.98% |
$16.7K - $19.3K
|
6.79K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
646+ 29.47% |
$82K - $94.6K
|
2.84K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
634+ 2.01% |
$80.4K - $92.8K
|
32.2K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29- 0.8% |
$3.68K - $4.25K
|
3.61K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 2.47% |
$4.06K - $4.69K
|
1.26K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-135- 0.34% |
$17.1K - $19.8K
|
39.5K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.1K+ 53.14% |
$393K - $454K
|
8.93K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.55K- 33.4% |
$1.08M - $1.25M
|
17K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 8.11% |
$184K - $213K
|
19.4K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
238+ 0.25% |
$30.2K - $34.9K
|
95.5K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$127 - $146
|
1.96K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.07K- 0.37% |
$516K - $596K
|
1.11M
$165M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-119- 1.2% |
$15.1K - $17.4K
|
9.8K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.92K- 6.92% |
$371K - $428K
|
39.3K
$5.86M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.27K+ 4.04% |
$161K - $185K
|
32.6K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.24K- 9.16% |
$157K - $181K
|
12.3K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.4K- 6.58% |
$2.21M - $2.55M
|
247K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
555+ 5.54% |
$70.4K - $81.3K
|
10.6K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-46- 0.97% |
$5.84K - $6.74K
|
4.68K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.56K- 4.53% |
$706K - $815K
|
117K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-23.3K- 12.16% |
$2.96M - $3.42M
|
168K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
320+ 3.46% |
$40.6K - $46.9K
|
9.56K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-540- 2.49% |
$68.5K - $79.1K
|
21.1K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 11.53% |
$1.31M - $1.52M
|
79.4K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-512- 6.37% |
$65K - $75K
|
7.53K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.01% |
$1.01K - $1.17K
|
60.4K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-4.68K- 1.74% |
$594K - $685K
|
264K
$39.4M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-193- 8.01% |
$24.5K - $28.3K
|
2.22K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.8K- 2.19% |
$3.53M - $4.08M
|
1.24M
$185M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3+ 0.15% |
$381 - $439
|
2.01K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 2.95% |
$5.2K - $6K
|
1.43K
$213K
|