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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-27K- 29.18% |
$3.51M - $3.92M
|
65.6K
$9.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
36+ 0.42% |
$4.68K - $5.22K
|
8.63K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.72KNew |
$873K - $974K
|
6.72K
$981K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
165+ 9.1% |
$21.4K - $23.9K
|
1.98K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28.2K+ 6374.49% |
$3.67M - $4.09M
|
28.7K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.44K- 4.26% |
$836K - $933K
|
145K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.74K+ 1.56% |
$226K - $252K
|
113K
$16.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-209K- 99.28% |
$27.2M - $30.4M
|
1.51K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.27MNew |
$165M - $184M
|
1.27M
$186M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.66K- 9.01% |
$346K - $386K
|
26.9K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.07K- 2.58% |
$139K - $155K
|
40.4K
$5.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$349K - $390K
|
2.69K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
123+ 6.67% |
$16K - $17.8K
|
1.97K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
93.3KNew |
$12.1M - $13.5M
|
93.3K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
167+ 2.95% |
$21.7K - $24.2K
|
5.83K
$851K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.18K- 7.83% |
$284K - $316K
|
25.7K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-98- 5.74% |
$12.7K - $14.2K
|
1.61K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.49KNew |
$193K - $215K
|
1.49K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
41New |
$5.33K - $5.94K
|
41
$5.99K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.66K- 3.41% |
$476K - $531K
|
104K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.89K- 5.1% |
$246K - $274K
|
35.2K
$5.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.67KNew |
$477K - $532K
|
3.67K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
243New |
$31.6K - $35.2K
|
243
$35.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
1.49K+ 23.72% |
$194K - $216K
|
7.78K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.75KNew |
$227K - $253K
|
1.75K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.29K- 4.9% |
$168K - $187K
|
25.1K
$3.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-325- 78.5% |
$42.2K - $47.1K
|
89
$13K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29.7K+ 2913.53% |
$3.86M - $4.31M
|
30.7K
$4.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
293New |
$38.1K - $42.5K
|
293
$42.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 0.07% |
$520 - $580
|
5.82K
$850K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$260 - $290
|
2
$292
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-673- 0.29% |
$87.5K - $97.6K
|
228K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-788K- 11.12% |
$102M - $114M
|
6.29M
$919M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.53K- 1.47% |
$199K - $222K
|
103K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 2.56% |
$6.5K - $7.25K
|
1.91K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-705- 15.56% |
$91.6K - $102K
|
3.83K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
535+ 37.92% |
$69.5K - $77.6K
|
1.95K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.42K- 24.71% |
$964K - $1.08M
|
22.6K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
150+ 2.38% |
$19.5K - $21.7K
|
6.45K
$942K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-654- 5.27% |
$85K - $94.8K
|
11.7K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 0.09% |
$4.42K - $4.93K
|
37.9K
$5.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.51K- 1.95% |
$585K - $653K
|
227K
$33.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3+ 0.06% |
$390 - $435
|
5.03K
$734K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-462- 9.8% |
$60K - $67K
|
4.25K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.46K- 26.12% |
$190K - $212K
|
4.14K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-29- 0.18% |
$3.77K - $4.2K
|
15.7K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.39K+ 35.73% |
$440K - $491K
|
12.9K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.15K- 41.53% |
$539K - $602K
|
5.85K
$853K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
353+ 3.42% |
$45.9K - $51.2K
|
10.7K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 1.07% |
$3.25K - $3.62K
|
2.31K
$337K
|