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 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-988- 5.41% |
$125K - $145K
|
17.3K
$2.58M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.1K- 1.71% |
$2.8M - $3.23M
|
1.27M
$189M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-408- 2.09% |
$51.8K - $59.8K
|
19.1K
$2.84M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.06% |
$127 - $146
|
1.78K
$266K
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-93- 1.1% |
$11.8K - $13.6K
|
8.35K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
71+ 4.42% |
$9.01K - $10.4K
|
1.68K
$250K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 13.78% |
$2.2M - $2.54M
|
143K
$21.3M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
75.6KNew |
$9.59M - $11.1M
|
75.6K
$11.3M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.29K+ 111.09% |
$925K - $1.07M
|
13.9K
$2.06M
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-485- 22.56% |
$61.5K - $71K
|
1.67K
$248K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
106+ 1.71% |
$13.4K - $15.5K
|
6.31K
$940K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
150+ 50.0% |
$19K - $22K
|
450
$67K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
91+ 606.67% |
$11.5K - $13.3K
|
106
$15.8K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-295K- 98.04% |
$37.4M - $43.2M
|
5.9K
$879K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-174- 6.49% |
$22.1K - $25.5K
|
2.51K
$373K
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.51KNew |
$318K - $368K
|
2.51K
$374K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.9K+ 5.92% |
$10.8M - $12.4M
|
1.52M
$226M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.54K+ 1.61% |
$196K - $226K
|
97.5K
$14.5M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
81+ 1.43% |
$10.3K - $11.9K
|
5.74K
$855K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.48K- 34.32% |
$188K - $217K
|
2.84K
$423K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.16K+ 1.31% |
$1.03M - $1.19M
|
629K
$93.7M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.36K- 3.24% |
$426K - $492K
|
100K
$14.9M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.03K- 15.58% |
$131K - $151K
|
5.57K
$830K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 0.85% |
$252K - $291K
|
232K
$34.5M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-67- 2.33% |
$8.5K - $9.81K
|
2.81K
$418K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
74New |
$9.39K - $10.8K
|
74
$11K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11- 0.22% |
$1.4K - $1.61K
|
5.05K
$753K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
501+ 29.4% |
$63.6K - $73.4K
|
2.21K
$328K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-731- 17.17% |
$92.7K - $107K
|
3.53K
$525K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
10.2KNew |
$1.3M - $1.5M
|
10.2K
$1.52M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-237- 2.02% |
$30.1K - $34.7K
|
11.5K
$1.71M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-10- 1.28% |
$1.27K - $1.46K
|
772
$115K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 4.46% |
$3.29M - $3.79M
|
554K
$82.6M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.3K+ 1.58% |
$1.55M - $1.79M
|
786K
$117M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.2K+ 4.51% |
$7.77M - $8.97M
|
1.42M
$211M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41.7K- 13.22% |
$5.29M - $6.11M
|
274K
$40.8M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
504+ 8.62% |
$63.9K - $73.8K
|
6.35K
$946K
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.19K- 15.27% |
$151K - $174K
|
6.59K
$982K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
253+ 40.61% |
$32.1K - $37.1K
|
876
$130K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.03K+ 6.68% |
$130K - $150K
|
16.4K
$2.44M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-464- 0.66% |
$58.9K - $68K
|
70.1K
$10.4M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29K+ 9.31% |
$544K - $628K
|
50.4K
$7.5M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
138+ 3.16% |
$17.5K - $20.2K
|
4.51K
$671K
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.86K- 8.96% |
$489K - $565K
|
39.2K
$5.84M
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.7K+ 15.16% |
$596K - $688K
|
35.7K
$5.31M
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$2.3M - $2.66M
|
18.1K
$2.7M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.1K+ 19.88% |
$140K - $161K
|
6.64K
$989K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.8K+ 35.43% |
$3.65M - $4.22M
|
110K
$16.4M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-568- 16.85% |
$72.1K - $83.2K
|
2.8K
$418K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
402+ 15.58% |
$51K - $58.9K
|
2.98K
$444K
|