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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
53+ 2.07% |
$5.83K - $6.82K
|
2.62K
$336K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
43+ 1.34% |
$4.73K - $5.53K
|
3.24K
$417K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
43+ 0.8% |
$4.73K - $5.53K
|
5.44K
$700K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 0.4% |
$4.51K - $5.27K
|
10.2K
$1.31M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.0% |
$4.51K - $5.27K
|
4.16K
$535K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40+ 1.09% |
$4.4K - $5.14K
|
3.72K
$479K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
38+ 13.72% |
$4.18K - $4.89K
|
315
$40.5K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
34New |
$3.74K - $4.37K
|
34
$4.37K
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
31+ 0.52% |
$3.41K - $3.99K
|
6.03K
$775K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.67% |
$3.3K - $3.86K
|
4.49K
$577K
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
30+ 0.73% |
$3.3K - $3.86K
|
4.11K
$529K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
27+ 0.28% |
$2.97K - $3.47K
|
9.54K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
24New |
$2.64K - $3.09K
|
24
$3.09K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$2.42K - $2.83K
|
22
$2.83K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17+ 0.07% |
$1.87K - $2.19K
|
24.2K
$3.11M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.18% |
$1.54K - $1.8K
|
7.71K
$992K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
13New |
$1.43K - $1.67K
|
13
$1.67K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
12+ 0.11% |
$1.32K - $1.54K
|
10.6K
$1.37M
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$1.21K - $1.41K
|
10.5K
$1.35M
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.55% |
$1.1K - $1.29K
|
1.84K
$236K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.46% |
$990 - $1.16K
|
1.96K
$252K
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.1% |
$880 - $1.03K
|
7.81K
$1M
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
8+ 0.13% |
$880 - $1.03K
|
6.26K
$805K
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
8+ 0.11% |
$880 - $1.03K
|
6.97K
$896K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.12% |
$770 - $900
|
5.89K
$758K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 14.0% |
$770 - $900
|
57
$7.33K
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6+ 0.05% |
$660 - $772
|
11.9K
$1.53M
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$660 - $772
|
5.56K
$715K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$440 - $514
|
3.38K
$435K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4+ 0.04% |
$440 - $514
|
9.24K
$1.19M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$440 - $514
|
5.89K
$758K
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$330 - $386
|
2.9K
$373K
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.04% |
$220 - $257
|
5.02K
$645K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$220 - $257
|
884
$114K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.02% |
$110 - $129
|
4.46K
$574K
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1+ 0.02% |
$110 - $129
|
4.08K
$525K
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$110 - $129
|
3.44K
$442K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.04% |
$110 - $129
|
2.41K
$310K
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.03% |
$110 - $129
|
3.11K
$400K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.1% |
$110 - $129
|
1.02K
$131K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$110 - $129
|
17.4K
$2.23M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$110 - $129
|
6.99K
$899K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$110 - $129
|
600
$77.2K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.32% |
$110 - $129
|
314
$40.4K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.07% |
$110 - $129
|
1.5K
$193K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$110 - $129
|
930
$120K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 2.05% |
$23.3M - $27.3M
|
11.5M
$1.48B
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30K+ 38.17% |
$3.02M - $3.53M
|
108K
$14M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27KNew |
$2.72M - $3.18M
|
27K
$3.47M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
22.6K+ 77.15% |
$2.28M - $2.66M
|
51.8K
$6.67M
|