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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.1K+ 53.14% |
$393K - $454K
|
8.93K
$1.38M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.55K- 33.4% |
$1.08M - $1.25M
|
17K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 8.11% |
$184K - $213K
|
19.4K
$2.99M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
238+ 0.25% |
$30.2K - $34.9K
|
95.5K
$14.7M
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$127 - $146
|
1.96K
$302K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.07K- 0.37% |
$516K - $596K
|
1.11M
$171M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-119- 1.2% |
$15.1K - $17.4K
|
9.8K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.92K- 6.92% |
$371K - $428K
|
39.3K
$6.07M
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.27K+ 4.04% |
$161K - $185K
|
32.6K
$5.04M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.24K- 9.16% |
$157K - $181K
|
12.3K
$1.89M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.4K- 6.58% |
$2.21M - $2.55M
|
247K
$38.2M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
555+ 5.54% |
$70.4K - $81.3K
|
10.6K
$1.63M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-46- 0.97% |
$5.84K - $6.74K
|
4.68K
$723K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.56K- 4.53% |
$706K - $815K
|
117K
$18.1M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-23.3K- 12.16% |
$2.96M - $3.42M
|
168K
$26M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
320+ 3.46% |
$40.6K - $46.9K
|
9.56K
$1.48M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-540- 2.49% |
$68.5K - $79.1K
|
21.1K
$3.26M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 11.53% |
$1.31M - $1.52M
|
79.4K
$12.3M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-512- 6.37% |
$65K - $75K
|
7.53K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.01% |
$1.01K - $1.17K
|
60.4K
$9.32M
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-4.68K- 1.74% |
$594K - $685K
|
264K
$40.8M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-193- 8.01% |
$24.5K - $28.3K
|
2.22K
$342K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-27.8K- 2.19% |
$3.53M - $4.08M
|
1.24M
$192M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3+ 0.15% |
$381 - $439
|
2.01K
$310K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 2.95% |
$5.2K - $6K
|
1.43K
$221K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-22.1K- 1.71% |
$2.8M - $3.23M
|
1.27M
$196M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-408- 2.09% |
$51.8K - $59.8K
|
19.1K
$2.94M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.06% |
$127 - $146
|
1.78K
$275K
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-93- 1.1% |
$11.8K - $13.6K
|
8.35K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
71+ 4.42% |
$9.01K - $10.4K
|
1.68K
$259K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 13.78% |
$2.2M - $2.54M
|
143K
$22.1M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
75.6KNew |
$9.59M - $11.1M
|
75.6K
$11.7M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.29K+ 111.09% |
$925K - $1.07M
|
13.9K
$2.14M
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-485- 22.56% |
$61.5K - $71K
|
1.67K
$257K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
106+ 1.71% |
$13.4K - $15.5K
|
6.31K
$974K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
150+ 50.0% |
$19K - $22K
|
450
$69.5K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
91+ 606.67% |
$11.5K - $13.3K
|
106
$16.4K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-295K- 98.04% |
$37.4M - $43.2M
|
5.9K
$911K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-174- 6.49% |
$22.1K - $25.5K
|
2.51K
$387K
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.51KNew |
$318K - $368K
|
2.51K
$387K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.9K+ 5.92% |
$10.8M - $12.4M
|
1.52M
$234M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.54K+ 1.61% |
$196K - $226K
|
97.5K
$15M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
81+ 1.43% |
$10.3K - $11.9K
|
5.74K
$886K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.48K- 34.32% |
$188K - $217K
|
2.84K
$438K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.16K+ 1.31% |
$1.03M - $1.19M
|
629K
$97.1M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.36K- 3.24% |
$426K - $492K
|
100K
$15.5M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.03K- 15.58% |
$131K - $151K
|
5.57K
$860K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 0.85% |
$252K - $291K
|
232K
$35.7M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-67- 2.33% |
$8.5K - $9.81K
|
2.81K
$433K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
74New |
$9.39K - $10.8K
|
74
$11.4K
|