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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.6KNew |
$1.28M - $1.49M
|
11.6K
$1.49M
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.5K+ 8.44% |
$1.27M - $1.48M
|
148K
$19M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8K+ 37.84% |
$1.19M - $1.39M
|
39.3K
$5.05M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.5KNew |
$1.16M - $1.35M
|
10.5K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.1K+ 18.51% |
$1.11M - $1.3M
|
64.5K
$8.3M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.48KNew |
$1.04M - $1.22M
|
9.48K
$1.22M
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.7KNew |
$957K - $1.12M
|
8.7K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.04K+ 0.62% |
$885K - $1.03M
|
1.31M
$168M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.04K+ 9.47% |
$884K - $1.03M
|
92.9K
$12M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
7.59K+ 7.48% |
$834K - $975K
|
109K
$14M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.42K+ 29.36% |
$816K - $954K
|
32.7K
$4.2M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.27K+ 15.11% |
$800K - $935K
|
55.4K
$7.13M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.2KNew |
$792K - $926K
|
7.2K
$926K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.08K+ 2.9% |
$778K - $910K
|
251K
$32.3M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.79K+ 26.26% |
$747K - $874K
|
32.7K
$4.2M
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
6.76K+ 6.8% |
$743K - $869K
|
106K
$13.7M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
6.67KNew |
$734K - $858K
|
6.67K
$858K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.21K+ 32.8% |
$683K - $799K
|
25.2K
$3.24M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.77K+ 12550.0% |
$635K - $742K
|
5.82K
$748K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.68K+ 128.45% |
$625K - $731K
|
10.1K
$1.3M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.68K+ 2.88% |
$624K - $730K
|
203K
$26.1M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.28K+ 5.18% |
$581K - $679K
|
107K
$13.8M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.72K+ 7.54% |
$520K - $607K
|
67.4K
$8.67M
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.66K+ 4.5% |
$512K - $599K
|
108K
$13.9M
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.61K+ 322.29% |
$507K - $593K
|
6.04K
$777K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.51K+ 2.47% |
$496K - $580K
|
187K
$24.1M
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.45K+ 24.16% |
$489K - $572K
|
22.8K
$2.94M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.44K+ 93.17% |
$489K - $571K
|
9.21K
$1.19M
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
4.44K+ 77.72% |
$488K - $571K
|
10.2K
$1.31M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.26KNew |
$469K - $548K
|
4.26K
$548K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.26K+ 70.41% |
$469K - $548K
|
10.3K
$1.33M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.19K+ 28.9% |
$461K - $539K
|
18.7K
$2.4M
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.12K+ 7.17% |
$453K - $530K
|
61.6K
$7.92M
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.12K+ 60.73% |
$453K - $530K
|
10.9K
$1.4M
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.83KNew |
$421K - $492K
|
3.83K
$493K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.77K+ 67.53% |
$415K - $485K
|
9.36K
$1.2M
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.75KNew |
$412K - $482K
|
3.75K
$482K
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 1.48% |
$399K - $466K
|
249K
$32M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 5.56% |
$398K - $465K
|
68.6K
$8.83M
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$390K - $456K
|
3.55K
$456K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.51KNew |
$386K - $452K
|
3.51K
$452K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.43K+ 2.81% |
$377K - $441K
|
126K
$16.2M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.26K+ 4.44% |
$358K - $419K
|
76.6K
$9.86M
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.25K+ 14.79% |
$358K - $418K
|
25.2K
$3.25M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3.2KNew |
$352K - $411K
|
3.2K
$412K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.96K+ 4.6% |
$326K - $381K
|
67.4K
$8.67M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.92K+ 14.22% |
$322K - $376K
|
23.5K
$3.02M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.81K+ 3.38% |
$309K - $362K
|
86K
$11.1M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.78K+ 3.3% |
$306K - $357K
|
87K
$11.2M
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.74K+ 5.29% |
$301K - $352K
|
54.6K
$7.02M
|