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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
106New |
$13.4K - $15.5K
|
106
$15.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
103New |
$13.1K - $15.1K
|
103
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
97+ 0.62% |
$12.3K - $14.2K
|
15.6K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
96+ 27.35% |
$12.2K - $14.1K
|
447
$66.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
95+ 11.12% |
$12.1K - $13.9K
|
949
$141K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
91+ 606.67% |
$11.5K - $13.3K
|
106
$15.8K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
81+ 1.43% |
$10.3K - $11.9K
|
5.74K
$855K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
77+ 0.47% |
$9.77K - $11.3K
|
16.6K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
74+ 1.66% |
$9.39K - $10.8K
|
4.53K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
74New |
$9.39K - $10.8K
|
74
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
72New |
$9.13K - $10.5K
|
72
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
71+ 4.42% |
$9.01K - $10.4K
|
1.68K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68+ 0.65% |
$8.63K - $9.96K
|
10.5K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 2.1% |
$8.5K - $9.81K
|
3.25K
$485K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
67+ 4.48% |
$8.5K - $9.81K
|
1.56K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
63+ 123.53% |
$7.99K - $9.23K
|
114
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
60New |
$7.61K - $8.79K
|
60
$8.94K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
57+ 2.88% |
$7.23K - $8.35K
|
2.04K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56+ 1.47% |
$7.1K - $8.2K
|
3.88K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
56+ 2.3% |
$7.1K - $8.2K
|
2.49K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
55+ 0.64% |
$6.98K - $8.05K
|
8.68K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$7.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$7.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
47+ 0.73% |
$5.96K - $6.88K
|
6.46K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44New |
$5.58K - $6.44K
|
44
$6.55K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 2.95% |
$5.2K - $6K
|
1.43K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
33+ 0.1% |
$4.19K - $4.83K
|
32K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
32+ 1.12% |
$4.06K - $4.69K
|
2.9K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31+ 0.43% |
$3.93K - $4.54K
|
7.25K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
30+ 1.01% |
$3.81K - $4.39K
|
3K
$447K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
28+ 1.21% |
$3.55K - $4.1K
|
2.34K
$348K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.12% |
$3.55K - $4.1K
|
24.1K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
27+ 0.27% |
$3.43K - $3.95K
|
10.2K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$3.3K - $3.81K
|
26
$3.87K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26+ 1.73% |
$3.3K - $3.81K
|
1.53K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
26+ 1.67% |
$3.3K - $3.81K
|
1.58K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.05% |
$3.17K - $3.66K
|
50.8K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$2.41K - $2.78K
|
19
$2.83K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$2.28K - $2.64K
|
18
$2.68K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15+ 0.73% |
$1.9K - $2.2K
|
2.06K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
13+ 4.91% |
$1.65K - $1.9K
|
278
$41.4K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.14K - $1.32K
|
13.2K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.01% |
$1.01K - $1.17K
|
60.4K
$8.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8New |
$1.01K - $1.17K
|
8
$1.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.33% |
$1.01K - $1.17K
|
2.4K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.14% |
$888 - $1.03K
|
4.9K
$730K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.55K
$827K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.52K
$822K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.13% |
$761 - $879
|
4.74K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$507 - $586
|
2.71K
$404K
|