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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
978+ 2.37% |
$124K - $143K
|
42.3K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
865+ 14.42% |
$110K - $127K
|
6.86K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371+ 4.5% |
$47.1K - $54.3K
|
8.62K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$507 - $586
|
2.71K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.62M+ 9.16% |
$459M - $530M
|
43.1M
$6.66B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
570K+ 4.38% |
$72.3M - $83.4M
|
13.6M
$2.1B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.7K- 56.86% |
$977K - $1.13M
|
5.84K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-39- 0.61% |
$4.95K - $5.71K
|
6.4K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.3K+ 24.62% |
$546K - $630K
|
21.8K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-49- 1.62% |
$6.22K - $7.18K
|
2.97K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.05% |
$3.17K - $3.66K
|
50.8K
$7.84M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-212- 2.28% |
$26.9K - $31K
|
9.08K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.17K- 98.19% |
$275K - $317K
|
40
$6.17K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.83KNew |
$486K - $561K
|
3.83K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-970- 2.36% |
$123K - $142K
|
40.2K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.1K+ 8.62% |
$9.53M - $11M
|
946K
$146M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-35- 25.18% |
$4.44K - $5.13K
|
104
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.35K+ 11.21% |
$805K - $930K
|
63K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
423+ 4.64% |
$53.7K - $61.9K
|
9.55K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
700+ 11.09% |
$88.8K - $103K
|
7.01K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
96+ 27.35% |
$12.2K - $14.1K
|
447
$69K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.96K+ 266.08% |
$503K - $580K
|
5.45K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
33+ 0.1% |
$4.19K - $4.83K
|
32K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
24.2KNew |
$3.07M - $3.55M
|
24.2K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
97+ 0.62% |
$12.3K - $14.2K
|
15.6K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
260+ 4.72% |
$33K - $38.1K
|
5.77K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.19K- 5.44% |
$151K - $175K
|
20.8K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.71K- 13.11% |
$597K - $689K
|
31.2K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.56K- 20.18% |
$706K - $815K
|
22K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-909- 6.75% |
$115K - $133K
|
12.6K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.78K+ 3.89% |
$1.11M - $1.29M
|
234K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-536- 11.93% |
$68K - $78.5K
|
3.96K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.74KNew |
$221K - $255K
|
1.74K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.36K+ 13.55% |
$1.19M - $1.37M
|
78.4K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.39K+ 1.01% |
$176K - $203K
|
139K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11KNew |
$1.39M - $1.6M
|
11K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.64K- 12.72% |
$334K - $386K
|
18.1K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$7.87K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-994- 60.46% |
$126K - $146K
|
650
$100K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
290New |
$36.8K - $42.5K
|
290
$44.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-124- 49.8% |
$15.7K - $18.2K
|
125
$19.3K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.99K- 0.57% |
$633K - $731K
|
870K
$134M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.94K- 52.77% |
$245K - $283K
|
1.73K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
74+ 1.66% |
$9.39K - $10.8K
|
4.53K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173+ 7.42% |
$21.9K - $25.3K
|
2.5K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-921- 17.5% |
$117K - $135K
|
4.34K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-261- 4.38% |
$33.1K - $38.2K
|
5.69K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-405- 8.22% |
$51.4K - $59.3K
|
4.53K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-434- 14.07% |
$55.1K - $63.6K
|
2.65K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.32K- 65.78% |
$675K - $779K
|
2.77K
$427K
|