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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2.66KNew |
$210K - $236K
|
2.66K
$397K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$195K - $219K
|
2.47K
$368K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.17KNew |
$171K - $192K
|
2.17K
$324K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92KNew |
$151K - $170K
|
1.92K
$286K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
537New |
$42.4K - $47.5K
|
537
$80K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
533New |
$42K - $47.2K
|
533
$79.4K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
513New |
$40.5K - $45.4K
|
513
$76.4K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$39.3K - $44.1K
|
498
$74.2K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
463New |
$36.5K - $41K
|
463
$69K
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
419New |
$33.1K - $37.1K
|
419
$62.4K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
397New |
$31.3K - $35.1K
|
397
$59.1K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
332New |
$26.2K - $29.4K
|
332
$49.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$23.7K - $26.5K
|
300
$44.7K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
258New |
$20.4K - $22.8K
|
258
$38.4K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
142New |
$11.2K - $12.6K
|
142
$21.2K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
131+ 1.59% |
$10.3K - $11.6K
|
8.36K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
111New |
$8.76K - $9.82K
|
111
$16.5K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
76New |
$5.99K - $6.72K
|
76
$11.3K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65New |
$5.13K - $5.75K
|
65
$9.68K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
45New |
$3.55K - $3.98K
|
45
$6.7K
|
|
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 | |||||||
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
122KNew |
$9.8M - $12.1M
|
122K
$18.2M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.91K+ 23.35% |
$715K - $882K
|
47.1K
$7.01M
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
7.45KNew |
$597K - $738K
|
7.45K
$1.11M
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
4.54K+ 39.02% |
$364K - $449K
|
16.2K
$2.41M
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
2.9KNew |
$233K - $288K
|
2.9K
$433K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.53KNew |
$123K - $151K
|
1.53K
$228K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
882+ 6.49% |
$70.7K - $87.3K
|
14.5K
$2.15M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
557New |
$44.7K - $55.2K
|
557
$83K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
464+ 1546.67% |
$37.2K - $45.9K
|
494
$73.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$24.1K - $29.7K
|
300
$44.7K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
228New |
$18.3K - $22.6K
|
228
$34K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
139New |
$11.1K - $13.8K
|
139
$20.7K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
114New |
$9.14K - $11.3K
|
114
$17K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
58New |
$4.65K - $5.74K
|
58
$8.64K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28New |
$2.25K - $2.77K
|
28
$4.17K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18+ 26.09% |
$1.44K - $1.78K
|
87
$13K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15New |
$1.2K - $1.49K
|
15
$2.23K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
6+ 0.1% |
$481 - $594
|
6.24K
$930K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
37.9KNew |
$3.05M - $4.07M
|
37.9K
$5.64M
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
29.9KNew |
$2.41M - $3.22M
|
29.9K
$4.46M
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.01KNew |
$565K - $753K
|
7.01K
$1.04M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.32KNew |
$348K - $464K
|
4.32K
$643K
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$227K - $303K
|
2.82K
$420K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.72KNew |
$219K - $292K
|
2.72K
$405K
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
602+ 15.01% |
$48.5K - $64.7K
|
4.61K
$687K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
428New |
$34.5K - $46K
|
428
$63.8K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
412+ 1.12% |
$33.2K - $44.3K
|
37.1K
$5.53M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
245New |
$19.7K - $26.3K
|
245
$36.5K
|