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 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.1KNew |
$829K - $948K
|
7.1K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-12- 0.7% |
$1.4K - $1.6K
|
1.71K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-144- 2.61% |
$16.8K - $19.2K
|
5.37K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-696- 0.78% |
$81.3K - $92.9K
|
88.7K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.61KNew |
$1.12M - $1.28M
|
9.61K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
523+ 1.75% |
$61.1K - $69.8K
|
30.5K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 10.27% |
$139K - $159K
|
10.4K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-46.1K- 68.39% |
$5.38M - $6.15M
|
21.3K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.21% |
$818 - $935
|
3.33K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$276K - $316K
|
2.36K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-313- 1.5% |
$36.6K - $41.8K
|
20.5K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.01K+ 124.9% |
$585K - $669K
|
9.01K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.92K+ 38.39% |
$341K - $390K
|
10.5K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-43- 0.79% |
$5.02K - $5.74K
|
5.4K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
211+ 3.58% |
$24.6K - $28.2K
|
6.11K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.15K- 15.46% |
$134K - $154K
|
6.29K
$863K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-65- 0.98% |
$7.59K - $8.68K
|
6.58K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12.1K+ 5.55% |
$1.42M - $1.62M
|
231K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
101+ 1.68% |
$11.8K - $13.5K
|
6.11K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5+ 0.05% |
$584 - $668
|
9.12K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
923+ 6.58% |
$108K - $123K
|
14.9K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
236K+ 3.44% |
$27.5M - $31.5M
|
7.08M
$971M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.19% |
$1.28K - $1.47K
|
5.9K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
618+ 671.74% |
$72.2K - $82.5K
|
710
$97.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.2K+ 11.84% |
$6.67M - $7.63M
|
540K
$74.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.02K+ 6.65% |
$119K - $136K
|
16.3K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
19.4K+ 38.05% |
$2.27M - $2.59M
|
70.4K
$9.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46.4K- 5.55% |
$5.42M - $6.2M
|
790K
$108M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-10- 1.26% |
$1.17K - $1.34K
|
782
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.83K+ 3.36% |
$214K - $245K
|
56.4K
$7.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
76.9K+ 6.09% |
$8.98M - $10.3M
|
1.34M
$184M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.15K- 1.59% |
$134K - $153K
|
71.1K
$9.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
119+ 11.43% |
$13.9K - $15.9K
|
1.16K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.18% |
$934 - $1.07K
|
4.5K
$617K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-85- 0.68% |
$9.93K - $11.4K
|
12.4K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
276New |
$32.2K - $36.9K
|
276
$37.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.63K+ 17.76% |
$658K - $752K
|
37.3K
$5.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.96K+ 3.69% |
$462K - $529K
|
111K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.47K+ 0.55% |
$171K - $196K
|
266K
$36.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.41K- 2.49% |
$398K - $455K
|
133K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.7K+ 0.62% |
$10.7M - $12.2M
|
14.9M
$2.04B
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
33.3K+ 5.17% |
$3.89M - $4.45M
|
679K
$93.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-67- 0.2% |
$7.82K - $8.95K
|
33K
$4.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
500+ 1666.67% |
$58.4K - $66.8K
|
530
$72.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.1K+ 5.32% |
$1.42M - $1.62M
|
240K
$32.9M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-177- 13.4% |
$20.7K - $23.6K
|
1.14K
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.02KNew |
$236K - $270K
|
2.02K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.4K- 82.87% |
$1.57M - $1.79M
|
2.77K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.5K- 28.88% |
$1.23M - $1.41M
|
25.9K
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
382+ 7.59% |
$44.6K - $51K
|
5.42K
$743K
|