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 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-168- 6.87% |
$21.3K - $24.6K
|
2.28K
$339K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.09K+ 81.42% |
$265K - $306K
|
4.66K
$694K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.47K+ 31.7% |
$948K - $1.09M
|
31K
$4.62M
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.35% |
$1.78K - $2.05K
|
4K
$596K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.01K+ 62.73% |
$255K - $294K
|
5.21K
$776K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-256- 1.99% |
$32.5K - $37.5K
|
12.6K
$1.88M
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.97K+ 3.38% |
$504K - $582K
|
121K
$18.1M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 6.08% |
$1.54M - $1.78M
|
212K
$31.6M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 2.9% |
$1.37M - $1.58M
|
383K
$57M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.99K+ 9.74% |
$1.27M - $1.46M
|
113K
$16.8M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2+ 0.13% |
$254 - $293
|
1.59K
$237K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 0.92% |
$169K - $195K
|
146K
$21.7M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1+ 0.02% |
$127 - $146
|
4.09K
$609K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-25.8K- 90.11% |
$3.28M - $3.78M
|
2.84K
$423K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.98KNew |
$251K - $290K
|
1.98K
$295K
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-419- 5.6% |
$53.2K - $61.4K
|
7.06K
$1.05M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-835- 7.67% |
$106K - $122K
|
10.1K
$1.5M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
23.1KNew |
$2.93M - $3.38M
|
23.1K
$3.44M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-220- 1.92% |
$27.9K - $32.2K
|
11.3K
$1.68M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.31K- 67.52% |
$547K - $631K
|
2.07K
$309K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-152- 0.08% |
$19.3K - $22.3K
|
201K
$30M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-246- 0.36% |
$31.2K - $36K
|
68.1K
$10.1M
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
760+ 1.88% |
$96.4K - $111K
|
41.2K
$6.13M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
11KNew |
$1.4M - $1.61M
|
11K
$1.64M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
218+ 3.38% |
$27.7K - $31.9K
|
6.67K
$993K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.83K+ 106.39% |
$232K - $268K
|
3.55K
$529K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.7K- 22.26% |
$216K - $249K
|
5.93K
$884K
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.09K+ 3.38% |
$392K - $453K
|
94.6K
$14.1M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 2.57% |
$6.34K - $7.32K
|
1.9K
$282K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-72.4K- 93.95% |
$9.18M - $10.6M
|
4.66K
$694K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.13% |
$761 - $879
|
4.74K
$706K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.62% |
$3.17K - $3.66K
|
4K
$596K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-49- 2.75% |
$6.22K - $7.18K
|
1.73K
$258K
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-61K- 88.72% |
$7.74M - $8.94M
|
7.76K
$1.16M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 8.31% |
$164K - $189K
|
16.8K
$2.51M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.4KNew |
$2.08M - $2.4M
|
16.4K
$2.44M
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-47- 1.18% |
$5.96K - $6.88K
|
3.92K
$584K
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9+ 0.14% |
$1.14K - $1.32K
|
6.29K
$938K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-10- 0.13% |
$1.27K - $1.46K
|
7.56K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
67+ 4.48% |
$8.5K - $9.81K
|
1.56K
$233K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
95+ 11.12% |
$12.1K - $13.9K
|
949
$141K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
268+ 705.26% |
$34K - $39.2K
|
306
$45.6K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
214+ 3.87% |
$27.1K - $31.3K
|
5.75K
$856K
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-394- 0.65% |
$50K - $57.7K
|
60.3K
$8.98M
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-847- 6.42% |
$107K - $124K
|
12.4K
$1.84M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-4- 0.09% |
$507 - $586
|
4.23K
$630K
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-5.5K- 4.12% |
$698K - $806K
|
128K
$19.1M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-119- 1.48% |
$15.1K - $17.4K
|
7.94K
$1.18M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$127 - $146
|
603
$89.8K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-664- 4.7% |
$84.2K - $97.2K
|
13.5K
$2.01M
|