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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58New |
$4.63K - $5.15K
|
58
$8.47K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
57New |
$4.55K - $5.06K
|
57
$8.32K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
38+ 0.77% |
$3.03K - $3.37K
|
4.97K
$726K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
20New |
$1.6K - $1.78K
|
20
$2.92K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$399 - $444
|
5
$730
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
186KNew |
$14.6M - $16.4M
|
186K
$27.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
136KNew |
$10.7M - $12M
|
136K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
58.4K+ 45.9% |
$4.6M - $5.16M
|
186K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
29.1KNew |
$2.3M - $2.58M
|
29.1K
$4.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
25.2KNew |
$1.98M - $2.23M
|
25.2K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17KNew |
$1.34M - $1.5M
|
17K
$2.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.99KNew |
$551K - $618K
|
6.99K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.37KNew |
$424K - $475K
|
5.37K
$784K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.44K+ 845.71% |
$350K - $393K
|
4.97K
$725K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.81KNew |
$300K - $337K
|
3.81K
$556K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.42KNew |
$270K - $303K
|
3.42K
$499K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$246K - $276K
|
3.12K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2.66KNew |
$210K - $236K
|
2.66K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$195K - $219K
|
2.47K
$361K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.17KNew |
$171K - $192K
|
2.17K
$317K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92KNew |
$151K - $170K
|
1.92K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
537New |
$42.4K - $47.5K
|
537
$78.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
533New |
$42K - $47.2K
|
533
$77.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
513New |
$40.5K - $45.4K
|
513
$74.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$39.3K - $44.1K
|
498
$72.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
463New |
$36.5K - $41K
|
463
$67.6K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
419New |
$33.1K - $37.1K
|
419
$61.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
397New |
$31.3K - $35.1K
|
397
$58K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
332New |
$26.2K - $29.4K
|
332
$48.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$23.7K - $26.5K
|
300
$43.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
258New |
$20.4K - $22.8K
|
258
$37.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
142New |
$11.2K - $12.6K
|
142
$20.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
131+ 1.59% |
$10.3K - $11.6K
|
8.36K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
111New |
$8.76K - $9.82K
|
111
$16.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
76New |
$5.99K - $6.72K
|
76
$11.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65New |
$5.13K - $5.75K
|
65
$9.49K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
45New |
$3.55K - $3.98K
|
45
$6.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
140K+ 29.6% |
$11.2M - $13.8M
|
611K
$89.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
122KNew |
$9.8M - $12.1M
|
122K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.91K+ 23.35% |
$715K - $882K
|
47.1K
$6.87M
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
7.45KNew |
$597K - $738K
|
7.45K
$1.09M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
4.54K+ 39.02% |
$364K - $449K
|
16.2K
$2.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
2.9KNew |
$233K - $288K
|
2.9K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.53KNew |
$123K - $151K
|
1.53K
$223K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
882+ 6.49% |
$70.7K - $87.3K
|
14.5K
$2.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
557New |
$44.7K - $55.2K
|
557
$81.3K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
464+ 1546.67% |
$37.2K - $45.9K
|
494
$72.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$24.1K - $29.7K
|
300
$43.8K
|
|