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 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
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.2K- 10.31% |
$2.44M - $2.81M
|
167K
$25.8M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.84K- 3.67% |
$868K - $1M
|
180K
$27.8M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$270K - $312K
|
2.13K
$329K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-275K- 38.69% |
$34.9M - $40.3M
|
436K
$67.3M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.14% |
$888 - $1.03K
|
4.9K
$756K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.6K+ 24.06% |
$4.78M - $5.51M
|
194K
$30M
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 124.47% |
$604K - $697K
|
8.59K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.7% |
$127 - $146
|
144
$22.2K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369+ 0.36% |
$46.8K - $54K
|
102K
$15.8M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.04% |
$381 - $439
|
6.99K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38.1K- 7.34% |
$4.84M - $5.58M
|
481K
$74.3M
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-445- 6.66% |
$56.5K - $65.2K
|
6.24K
$963K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.69K+ 120.94% |
$595K - $687K
|
8.57K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
225KNew |
$28.6M - $33M
|
225K
$34.8M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-503- 8.64% |
$63.8K - $73.7K
|
5.32K
$821K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.89K+ 44.15% |
$1.13M - $1.3M
|
29K
$4.48M
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
5.92K+ 11.71% |
$750K - $866K
|
56.4K
$8.71M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
601+ 0.88% |
$76.2K - $88K
|
69.1K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.37K+ 19.7% |
$174K - $201K
|
8.33K
$1.29M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.69KNew |
$341K - $394K
|
2.69K
$415K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
258+ 8.84% |
$32.7K - $37.8K
|
3.18K
$490K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-285- 14.17% |
$36.2K - $41.7K
|
1.73K
$266K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.9K- 93.73% |
$3.03M - $3.5M
|
1.6K
$247K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-265- 4.38% |
$33.6K - $38.8K
|
5.79K
$893K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.87K- 6.18% |
$744K - $859K
|
89K
$13.7M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.81% |
$19.8K - $22.8K
|
5.71K
$882K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.43K
$375K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 2.08% |
$545K - $629K
|
211K
$32.6M
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
53.9KNew |
$6.83M - $7.89M
|
53.9K
$8.31M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.58KClosed |
$835K - $964K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-594- 19.53% |
$75.4K - $87K
|
2.45K
$378K
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-188- 2.11% |
$23.8K - $27.5K
|
8.73K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
113+ 9.28% |
$14.3K - $16.5K
|
1.33K
$205K
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-467- 3.78% |
$59.2K - $68.4K
|
11.9K
$1.83M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-36- 0.22% |
$4.57K - $5.27K
|
16.4K
$2.53M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 1.87% |
$200K - $231K
|
82.8K
$12.8M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.8K- 48.21% |
$1.88M - $2.17M
|
15.9K
$2.46M
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$2.41K - $2.78K
|
19
$2.93K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53- 12.99% |
$6.72K - $7.76K
|
355
$54.8K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-41- 0.9% |
$5.2K - $6K
|
4.51K
$695K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.29K+ 149.09% |
$290K - $335K
|
3.82K
$590K
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$127 - $146
|
6.99K
$1.08M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
790+ 2.96% |
$100K - $116K
|
27.5K
$4.24M
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
132+ 1.98% |
$16.7K - $19.3K
|
6.79K
$1.05M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
646+ 29.47% |
$82K - $94.6K
|
2.84K
$438K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
634+ 2.01% |
$80.4K - $92.8K
|
32.2K
$4.96M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-32- 2.47% |
$4.06K - $4.69K
|
1.26K
$195K
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-135- 0.34% |
$17.1K - $19.8K
|
39.5K
$6.09M
|