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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
853New |
$86.1K - $101K
|
853
$112K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
840New |
$84.8K - $99.1K
|
840
$111K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
767+ 114.31% |
$77.4K - $90.4K
|
1.44K
$189K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
747+ 18.72% |
$75.4K - $88.1K
|
4.74K
$624K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
746New |
$75.3K - $88K
|
746
$98.3K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
513+ 3.43% |
$51.8K - $60.5K
|
15.5K
$2.04M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
442New |
$44.6K - $52.1K
|
442
$58.2K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
311+ 1.23% |
$31.4K - $36.7K
|
25.7K
$3.38M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
310New |
$31.3K - $36.6K
|
310
$40.9K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
301New |
$30.4K - $35.5K
|
301
$39.7K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
289New |
$29.2K - $34.1K
|
289
$38.1K
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
257+ 10.31% |
$25.9K - $30.3K
|
2.75K
$362K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
245New |
$24.7K - $28.9K
|
245
$32.3K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
237+ 170.5% |
$23.9K - $27.9K
|
376
$49.5K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
150New |
$15.1K - $17.7K
|
150
$19.8K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
136New |
$13.7K - $16K
|
136
$17.9K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
134+ 2.44% |
$13.5K - $15.8K
|
5.62K
$741K
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
131New |
$13.2K - $15.4K
|
131
$17.3K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
125+ 37.65% |
$12.6K - $14.7K
|
457
$60.2K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
120New |
$12.1K - $14.2K
|
120
$15.8K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100+ 166.67% |
$10.1K - $11.8K
|
160
$21.1K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
93New |
$9.39K - $11K
|
93
$12.3K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
70New |
$7.07K - $8.25K
|
70
$9.22K
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
60+ 1.32% |
$6.06K - $7.08K
|
4.62K
$608K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
60New |
$6.06K - $7.08K
|
60
$7.91K
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
52New |
$5.25K - $6.13K
|
52
$6.85K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 36.7% |
$4.04K - $4.72K
|
149
$19.6K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
40New |
$4.04K - $4.72K
|
40
$5.27K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
34+ 0.33% |
$3.43K - $4.01K
|
10.4K
$1.37M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$1.92K - $2.24K
|
19
$2.5K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$909 - $1.06K
|
1.53K
$202K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$909 - $1.06K
|
9
$1.19K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8New |
$808 - $943
|
8
$1.05K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.13% |
$404 - $472
|
3.04K
$400K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.7% |
$101 - $118
|
143
$18.8K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35.7KNew |
$3.25M - $3.73M
|
35.7K
$4.7M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.6KNew |
$1.79M - $2.05M
|
19.6K
$2.59M
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.1KNew |
$1.74M - $2M
|
19.1K
$2.52M
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.9KNew |
$1.18M - $1.35M
|
12.9K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8K+ 150.33% |
$986K - $1.13M
|
18K
$2.38M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.67KNew |
$881K - $1.01M
|
9.67K
$1.27M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
8.51KNew |
$775K - $889K
|
8.51K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.97KNew |
$544K - $624K
|
5.97K
$787K
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.5KNew |
$501K - $575K
|
5.5K
$725K
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
5.39KNew |
$490K - $563K
|
5.39K
$710K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.59KNew |
$327K - $375K
|
3.59K
$473K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.15KNew |
$287K - $330K
|
3.15K
$416K
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.87KNew |
$261K - $300K
|
2.87K
$378K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.84KNew |
$258K - $296K
|
2.84K
$374K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.78KNew |
$253K - $291K
|
2.78K
$366K
|