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 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-731- 17.17% |
$92.7K - $107K
|
3.53K
$544K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
10.2KNew |
$1.3M - $1.5M
|
10.2K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-237- 2.02% |
$30.1K - $34.7K
|
11.5K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-10- 1.28% |
$1.27K - $1.46K
|
772
$119K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 4.46% |
$3.29M - $3.79M
|
554K
$85.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.3K+ 1.58% |
$1.55M - $1.79M
|
786K
$121M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.2K+ 4.51% |
$7.77M - $8.97M
|
1.42M
$219M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
504+ 8.62% |
$63.9K - $73.8K
|
6.35K
$980K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.19K- 15.27% |
$151K - $174K
|
6.59K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
253+ 40.61% |
$32.1K - $37.1K
|
876
$135K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.03K+ 6.68% |
$130K - $150K
|
16.4K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-464- 0.66% |
$58.9K - $68K
|
70.1K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29K+ 9.31% |
$544K - $628K
|
50.4K
$7.77M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
138+ 3.16% |
$17.5K - $20.2K
|
4.51K
$695K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.86K- 8.96% |
$489K - $565K
|
39.2K
$6.05M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.7K+ 15.16% |
$596K - $688K
|
35.7K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$2.3M - $2.66M
|
18.1K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.1K+ 19.88% |
$140K - $161K
|
6.64K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.8K+ 35.43% |
$3.65M - $4.22M
|
110K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-568- 16.85% |
$72.1K - $83.2K
|
2.8K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
402+ 15.58% |
$51K - $58.9K
|
2.98K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.72K+ 29.72% |
$853K - $984K
|
29.3K
$4.53M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-175- 76.75% |
$22.2K - $25.6K
|
53
$8.18K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-54.7K- 8.2% |
$6.94M - $8.01M
|
612K
$94.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.89K- 7.45% |
$620K - $716K
|
60.7K
$9.37M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.42K- 27.99% |
$560K - $647K
|
11.4K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-84- 0.31% |
$10.7K - $12.3K
|
26.8K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.68KNew |
$213K - $246K
|
1.68K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.39K+ 2.88% |
$684K - $790K
|
193K
$29.7M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
494KNew |
$62.6M - $72.3M
|
494K
$76.2M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
320New |
$40.6K - $46.9K
|
320
$49.4K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.22% |
$507 - $586
|
1.82K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.32K+ 14.42% |
$421K - $486K
|
26.3K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-15.3K- 15.1% |
$1.94M - $2.24M
|
85.8K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.6K+ 19.81% |
$1.47M - $1.7M
|
70.1K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.33K- 4.12% |
$169K - $195K
|
30.9K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
285+ 107.14% |
$36.2K - $41.7K
|
551
$85.1K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.72K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.6K- 2.77% |
$330K - $381K
|
91.3K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
163+ 4.56% |
$20.7K - $23.9K
|
3.74K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.32K+ 3.66% |
$1.06M - $1.22M
|
236K
$36.4M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-380- 3.71% |
$48.2K - $55.7K
|
9.86K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
260K+ 61.27% |
$32.9M - $38M
|
683K
$105M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$684K - $789K
|
5.39K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
212+ 4.29% |
$26.9K - $31K
|
5.15K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
576+ 371.61% |
$73.1K - $84.4K
|
731
$113K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 2.1% |
$8.5K - $9.81K
|
3.25K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.23K- 2.17% |
$156K - $180K
|
55.3K
$8.53M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.42K- 15.72% |
$180K - $207K
|
7.59K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
133+ 1.38% |
$16.9K - $19.5K
|
9.77K
$1.51M
|