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 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
32+ 1.12% |
$4.06K - $4.69K
|
2.9K
$431K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.08K- 12.27% |
$390K - $450K
|
22K
$3.28M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 0.86% |
$1.14K - $1.32K
|
1.04K
$155K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-4.34K- 21.66% |
$550K - $635K
|
15.7K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-187- 95.9% |
$23.7K - $27.4K
|
8
$1.19K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-763- 8.41% |
$96.8K - $112K
|
8.31K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-150- 24.96% |
$19K - $22K
|
451
$67.2K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-238- 1.0% |
$30.2K - $34.9K
|
23.6K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.14K - $1.32K
|
13.2K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
138+ 627.27% |
$17.5K - $20.2K
|
160
$23.8K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-145- 1.56% |
$18.4K - $21.2K
|
9.18K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
12.8K+ 3.71% |
$1.62M - $1.87M
|
357K
$53.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
381+ 1.01% |
$48.3K - $55.8K
|
38.3K
$5.7M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
130+ 1.63% |
$16.5K - $19K
|
8.1K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68+ 0.65% |
$8.63K - $9.96K
|
10.5K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
366+ 18.02% |
$46.4K - $53.6K
|
2.4K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.89% |
$5.07K - $5.86K
|
2.08K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 8.97% |
$193K - $223K
|
15.4K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.83KNew |
$359K - $414K
|
2.83K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.57KNew |
$327K - $377K
|
2.57K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.75K- 13.24% |
$602K - $695K
|
31.1K
$4.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $146
|
4.35K
$647K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.13K- 1.45% |
$143K - $165K
|
76.5K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
960+ 8.52% |
$122K - $141K
|
12.2K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 47.37% |
$495K - $571K
|
12.1K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
165+ 4.83% |
$20.9K - $24.2K
|
3.58K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
202+ 10.6% |
$25.6K - $29.6K
|
2.11K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.9K+ 18.55% |
$241K - $279K
|
12.2K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.6KNew |
$203K - $234K
|
1.6K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-25Closed |
$3.17K - $3.66K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
119K+ 34.28% |
$15.1M - $17.4M
|
466K
$69.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6K+ 6.97% |
$2.37M - $2.73M
|
286K
$42.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.57K+ 23.42% |
$199K - $230K
|
8.27K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
72New |
$9.13K - $10.5K
|
72
$10.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-207- 3.02% |
$26.3K - $30.3K
|
6.64K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-88- 4.5% |
$11.2K - $12.9K
|
1.87K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.56K+ 8.02% |
$959K - $1.11M
|
102K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 0.74% |
$24.9K - $28.7K
|
26.4K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
335+ 0.36% |
$42.5K - $49.1K
|
94.7K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.01K+ 27.27% |
$255K - $294K
|
9.38K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
195New |
$24.7K - $28.6K
|
195
$29K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
610+ 10.2% |
$77.4K - $89.3K
|
6.59K
$982K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1+ 0.01% |
$127 - $146
|
19.4K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 0.75% |
$1.95M - $2.25M
|
2.02M
$301M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-257- 5.68% |
$32.6K - $37.6K
|
4.27K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
133+ 0.51% |
$16.9K - $19.5K
|
26K
$3.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
13+ 4.91% |
$1.65K - $1.9K
|
278
$41.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.42K+ 23.47% |
$1.2M - $1.38M
|
49.6K
$7.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.34K- 34.26% |
$169K - $196K
|
2.56K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
206+ 8.54% |
$26.1K - $30.2K
|
2.62K
$390K
|