Latest Institutional Purchases of Ishares Core S&P U.S Growth Et (IUSG)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S Growth Et (IUSG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
419K+ 37.35% |
$47.6M - $63M
|
1.54M
$238M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
53.3K+ 13.09% |
$6.06M - $8.02M
|
460K
$71.1M
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
22.3KNew |
$2.54M - $3.36M
|
22.3K
$3.45M
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
20.2KNew |
$2.29M - $3.03M
|
20.2K
$3.11M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4KNew |
$1.98M - $2.62M
|
17.4K
$2.68M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17.1K+ 10.46% |
$1.95M - $2.57M
|
181K
$27.9M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
16.5K+ 7.2% |
$1.88M - $2.48M
|
246K
$38M
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
14.7KNew |
$1.67M - $2.2M
|
14.7K
$2.26M
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
14.6K+ 6.21% |
$1.66M - $2.2M
|
250K
$38.6M
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$1.41M - $1.86M
|
241K
$37.2M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.1K+ 6.27% |
$1.37M - $1.82M
|
205K
$31.6M
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.57K+ 29.39% |
$747K - $988K
|
28.9K
$4.46M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.9K+ 11.91% |
$671K - $888K
|
55.5K
$8.56M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.41K+ 2.72% |
$615K - $814K
|
205K
$31.6M
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.55K+ 116.37% |
$517K - $684K
|
8.46K
$1.31M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.42K+ 6.46% |
$502K - $664K
|
72.8K
$11.2M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.26KNew |
$371K - $490K
|
3.26K
$503K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.09KNew |
$351K - $464K
|
3.09K
$476K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.53KNew |
$287K - $380K
|
2.53K
$390K
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02KNew |
$229K - $303K
|
2.02K
$311K
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.94KNew |
$220K - $292K
|
1.94K
$299K
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.84K+ 3.52% |
$209K - $276K
|
54K
$8.34M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62KNew |
$184K - $244K
|
1.62K
$251K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.53K+ 7.84% |
$174K - $230K
|
21.1K
$3.25M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.52KNew |
$173K - $229K
|
1.52K
$235K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.47KNew |
$167K - $220K
|
1.47K
$226K
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$226K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$226K
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$225K
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.45KNew |
$165K - $219K
|
1.45K
$224K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.44KNew |
$164K - $216K
|
1.44K
$222K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.43KNew |
$162K - $214K
|
1.43K
$220K
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.42KNew |
$161K - $213K
|
1.42K
$219K
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.39K+ 5.34% |
$158K - $210K
|
27.5K
$4.24M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.39KNew |
$158K - $209K
|
1.39K
$215K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.36KNew |
$155K - $205K
|
1.36K
$210K
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.35KNew |
$154K - $203K
|
1.35K
$209K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35KNew |
$153K - $202K
|
1.35K
$208K
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.35KNew |
$153K - $202K
|
1.35K
$208K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.21K+ 1.01% |
$137K - $182K
|
121K
$18.6M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 2.43% |
$137K - $181K
|
50.7K
$7.83M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.17K+ 1.14% |
$133K - $176K
|
104K
$16.1M
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.13K+ 19.0% |
$128K - $169K
|
7.05K
$1.09M
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.1K+ 34.43% |
$125K - $166K
|
4.3K
$664K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.01K+ 22.42% |
$115K - $152K
|
5.53K
$853K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
928+ 1.81% |
$105K - $140K
|
52.3K
$8.07M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
885+ 19.91% |
$101K - $133K
|
5.33K
$823K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
856+ 11.87% |
$97.3K - $129K
|
8.07K
$1.25M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
791+ 0.6% |
$89.9K - $119K
|
132K
$20.4M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
778+ 33.53% |
$88.4K - $117K
|
3.1K
$478K
|