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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.7K+ 4.74% |
$11.4M - $13M
|
2.16M
$300M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91.7K+ 137.74% |
$10.7M - $12.2M
|
158K
$22M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
91.6KNew |
$10.7M - $12.2M
|
91.6K
$12.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
54.4K+ 12.64% |
$6.35M - $7.26M
|
484K
$67.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
45.8K+ 168.63% |
$5.34M - $6.11M
|
72.9K
$10.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45K+ 15.77% |
$5.26M - $6.01M
|
330K
$45.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
43.3K+ 77.75% |
$5.06M - $5.79M
|
99.1K
$13.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
39.6K+ 3.85% |
$4.63M - $5.29M
|
1.07M
$148M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
30.2K+ 9.46% |
$3.53M - $4.04M
|
350K
$48.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
29.4KNew |
$3.43M - $3.92M
|
29.4K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
21.7K+ 49.34% |
$2.53M - $2.9M
|
65.7K
$9.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21.2K+ 109.38% |
$2.48M - $2.84M
|
40.7K
$5.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.5K+ 13.95% |
$2.05M - $2.34M
|
143K
$19.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.2K+ 9.54% |
$2.01M - $2.29M
|
197K
$27.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 10.53% |
$1.68M - $1.92M
|
151K
$21M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.9KNew |
$1.63M - $1.86M
|
13.9K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13KNew |
$1.51M - $1.73M
|
13K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
12.8KNew |
$1.5M - $1.71M
|
12.8K
$1.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.1K+ 7.5% |
$1.3M - $1.48M
|
159K
$22.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.1K+ 5.92% |
$1.18M - $1.35M
|
181K
$25.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8.1K+ 37.75% |
$946K - $1.08M
|
29.5K
$4.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.91K+ 29.88% |
$807K - $922K
|
30K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.44K+ 171.76% |
$752K - $859K
|
10.2K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.26K+ 7.43% |
$731K - $836K
|
90.5K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.99KNew |
$700K - $800K
|
5.99K
$832K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.86K+ 9.07% |
$684K - $782K
|
70.4K
$9.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.39KNew |
$630K - $720K
|
5.39K
$749K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.35K+ 93.89% |
$625K - $715K
|
11.1K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.3K+ 13.48% |
$619K - $707K
|
44.6K
$6.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
4.82K+ 1.89% |
$562K - $643K
|
259K
$36M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
4.79K+ 1.88% |
$559K - $639K
|
259K
$36M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
4.47KNew |
$522K - $597K
|
4.47K
$621K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.18K+ 5.56% |
$488K - $558K
|
79.3K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.89K+ 10.76% |
$454K - $519K
|
40K
$5.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.85K+ 1.58% |
$450K - $514K
|
248K
$34.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.81K+ 1.51% |
$445K - $509K
|
256K
$35.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.77K+ 36.52% |
$440K - $503K
|
14.1K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.36KNew |
$392K - $449K
|
3.36K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.94K+ 83.72% |
$344K - $393K
|
6.46K
$896K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.8K+ 1.24% |
$327K - $374K
|
228K
$31.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.7K+ 10.69% |
$315K - $360K
|
27.9K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.56K+ 8.79% |
$299K - $342K
|
31.7K
$4.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.51KNew |
$293K - $335K
|
2.51K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 1.84% |
$291K - $333K
|
138K
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.47KNew |
$288K - $330K
|
2.47K
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.38K+ 4.29% |
$278K - $318K
|
57.8K
$8.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$270K - $309K
|
2.31K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.26K+ 16.57% |
$264K - $302K
|
15.9K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.26K+ 10.72% |
$264K - $302K
|
23.4K
$3.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.12KNew |
$247K - $283K
|
2.12K
$294K
|