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 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8.1K+ 37.75% |
$946K - $1.08M
|
29.5K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.46K+ 7.03% |
$872K - $997K
|
114K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.38KNew |
$861K - $985K
|
7.38K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.3K+ 22.36% |
$853K - $975K
|
40K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.1KNew |
$829K - $948K
|
7.1K
$985K
|
|
|
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 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.76K+ 135.75% |
$672K - $769K
|
10K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.63K+ 17.76% |
$658K - $752K
|
37.3K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.56K+ 9.57% |
$649K - $742K
|
63.6K
$8.82M
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.01K+ 124.9% |
$585K - $669K
|
9.01K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5K+ 26.07% |
$584K - $668K
|
24.2K
$3.36M
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.74K+ 25.38% |
$554K - $633K
|
23.4K
$3.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
4.47KNew |
$522K - $597K
|
4.47K
$620K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.18K+ 5.56% |
$488K - $558K
|
79.3K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.14K+ 12.71% |
$484K - $553K
|
36.7K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.07K+ 114.83% |
$476K - $544K
|
7.62K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.96K+ 3.69% |
$462K - $529K
|
111K
$15.4M
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.62K+ 0.99% |
$423K - $484K
|
369K
$51.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.36KNew |
$392K - $449K
|
3.36K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 4.88% |
$391K - $447K
|
72K
$9.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.08KNew |
$359K - $411K
|
3.08K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 5.93% |
$346K - $396K
|
53K
$7.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.94K+ 83.72% |
$344K - $393K
|
6.46K
$896K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.92K+ 38.39% |
$341K - $390K
|
10.5K
$1.46M
|
|
|
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
$348K
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$276K - $316K
|
2.36K
$328K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$270K - $309K
|
2.31K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.3KNew |
$269K - $307K
|
2.3K
$319K
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.18KNew |
$254K - $291K
|
2.18K
$302K
|