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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.72K+ 29.72% |
$853K - $984K
|
29.3K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-175- 76.75% |
$22.2K - $25.6K
|
53
$7.9K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-54.7K- 8.2% |
$6.94M - $8.01M
|
612K
$91.2M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.89K- 7.45% |
$620K - $716K
|
60.7K
$9.05M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.42K- 27.99% |
$560K - $647K
|
11.4K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-84- 0.31% |
$10.7K - $12.3K
|
26.8K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.68KNew |
$213K - $246K
|
1.68K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.39K+ 2.88% |
$684K - $790K
|
193K
$28.7M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
494KNew |
$62.6M - $72.3M
|
494K
$73.5M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
320New |
$40.6K - $46.9K
|
320
$47.7K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.22% |
$507 - $586
|
1.82K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.32K+ 14.42% |
$421K - $486K
|
26.3K
$3.92M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-15.3K- 15.1% |
$1.94M - $2.24M
|
85.8K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.6K+ 19.81% |
$1.47M - $1.7M
|
70.1K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.33K- 4.12% |
$169K - $195K
|
30.9K
$4.61M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
285+ 107.14% |
$36.2K - $41.7K
|
551
$82.1K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.72K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.6K- 2.77% |
$330K - $381K
|
91.3K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
163+ 4.56% |
$20.7K - $23.9K
|
3.74K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.32K+ 3.66% |
$1.06M - $1.22M
|
236K
$35.1M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-380- 3.71% |
$48.2K - $55.7K
|
9.86K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
260K+ 61.27% |
$32.9M - $38M
|
683K
$102M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$684K - $789K
|
5.39K
$803K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
212+ 4.29% |
$26.9K - $31K
|
5.15K
$767K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31+ 0.43% |
$3.93K - $4.54K
|
7.25K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
576+ 371.61% |
$73.1K - $84.4K
|
731
$109K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 2.1% |
$8.5K - $9.81K
|
3.25K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-187- 0.59% |
$23.7K - $27.4K
|
31.4K
$4.67M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.23K- 2.17% |
$156K - $180K
|
55.3K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.42K- 15.72% |
$180K - $207K
|
7.59K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.53K- 7.18% |
$321K - $371K
|
32.7K
$4.87M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
133+ 1.38% |
$16.9K - $19.5K
|
9.77K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
227+ 0.78% |
$28.8K - $33.2K
|
29.3K
$4.37M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-242- 0.64% |
$30.7K - $35.4K
|
37.6K
$5.6M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$254 - $293
|
1.43K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.05K- 4.04% |
$133K - $154K
|
24.9K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-32- 0.75% |
$4.06K - $4.69K
|
4.22K
$629K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.74K+ 13.82% |
$1.24M - $1.43M
|
80.2K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-352- 1.0% |
$44.7K - $51.6K
|
34.7K
$5.17M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
456+ 9.87% |
$57.8K - $66.8K
|
5.07K
$756K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $146
|
2.38K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-26.8K- 3.85% |
$3.41M - $3.93M
|
671K
$99.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.22M- 14.53% |
$282M - $326M
|
13.1M
$1.95B
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.41K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-432- 14.23% |
$54.8K - $63.3K
|
2.6K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.66K+ 3.24% |
$464K - $536K
|
117K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.54K- 13.89% |
$195K - $225K
|
9.52K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
134New |
$17K - $19.6K
|
134
$20K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.67K+ 31.71% |
$212K - $244K
|
6.93K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
818+ 27.9% |
$104K - $120K
|
3.75K
$559K
|