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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-3.61K- 16.57% |
$458K - $529K
|
18.2K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-79- 4.82% |
$10K - $11.6K
|
1.56K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.65K- 39.47% |
$337K - $389K
|
4.07K
$606K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
57+ 2.88% |
$7.23K - $8.35K
|
2.04K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
30+ 1.01% |
$3.81K - $4.39K
|
3K
$447K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$3.3K - $3.81K
|
26
$3.87K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.38% |
$127 - $146
|
263
$39.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.04K+ 6.19% |
$1.15M - $1.32M
|
155K
$23.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.84K- 26.63% |
$868K - $1M
|
18.8K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-184- 15.53% |
$23.3K - $26.9K
|
1K
$149K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-213- 2.85% |
$27K - $31.2K
|
7.27K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-235- 10.1% |
$29.8K - $34.4K
|
2.09K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-42- 0.06% |
$5.33K - $6.15K
|
67.8K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-108- 0.28% |
$13.7K - $15.8K
|
38.7K
$5.76M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.16K+ 8.82% |
$274K - $317K
|
26.7K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.71KNew |
$598K - $690K
|
4.71K
$702K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.76KNew |
$350K - $404K
|
2.76K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.38K- 2.57% |
$302K - $348K
|
90.1K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
777+ 21.18% |
$98.6K - $114K
|
4.45K
$662K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
570+ 1.92% |
$72.3K - $83.5K
|
30.3K
$4.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
326+ 107.59% |
$41.4K - $47.7K
|
629
$93.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-55- 0.47% |
$6.98K - $8.05K
|
11.7K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
103New |
$13.1K - $15.1K
|
103
$15.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.82KNew |
$231K - $267K
|
1.82K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-34- 1.97% |
$4.31K - $4.98K
|
1.7K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-9- 0.44% |
$1.14K - $1.32K
|
2.05K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-52.9K- 77.75% |
$6.71M - $7.75M
|
15.1K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-4.04K- 13.27% |
$512K - $591K
|
26.4K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 20.12% |
$271K - $313K
|
8.5K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-25Closed |
$3.17K - $3.66K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2New |
$254 - $293
|
2
$298
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
760+ 31.17% |
$96.4K - $111K
|
3.2K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$127 - $146
|
935
$139K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.25K+ 3362.69% |
$286K - $330K
|
2.32K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-838- 31.63% |
$106K - $123K
|
1.81K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
77+ 0.47% |
$9.77K - $11.3K
|
16.6K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-583- 0.53% |
$74K - $85.4K
|
109K
$16.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25.1K- 14.29% |
$3.18M - $3.67M
|
150K
$22.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$127 - $146
|
832
$124K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-619- 19.01% |
$78.5K - $90.7K
|
2.64K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
876+ 11.47% |
$111K - $128K
|
8.51K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.6K+ 192.47% |
$2.24M - $2.58M
|
26.8K
$3.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27.2K- 50.35% |
$3.45M - $3.98M
|
26.8K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
184+ 9.13% |
$23.3K - $26.9K
|
2.2K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
202+ 10.6% |
$25.6K - $29.6K
|
2.11K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
28+ 1.21% |
$3.55K - $4.1K
|
2.34K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.4K- 4.89% |
$177K - $205K
|
27.2K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.84KNew |
$360K - $416K
|
2.84K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.95KNew |
$247K - $285K
|
1.95K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56+ 1.47% |
$7.1K - $8.2K
|
3.88K
$578K
|