Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-184K- 98.75% |
$23.9M - $26.7M
|
2.33K
$333K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-67.4K- 26.01% |
$8.76M - $9.77M
|
192K
$27.5M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-38.1K- 54.26% |
$4.95M - $5.53M
|
32.1K
$4.6M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-31.8K- 14.68% |
$4.14M - $4.61M
|
185K
$26.5M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27.5K- 7.32% |
$3.57M - $3.98M
|
347K
$49.7M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23.8K- 4.84% |
$3.1M - $3.46M
|
469K
$67.2M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-23.1K- 9.03% |
$3M - $3.35M
|
233K
$33.3M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-19.5K- 16.15% |
$2.53M - $2.82M
|
101K
$14.5M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-17.3K- 4.23% |
$2.25M - $2.51M
|
392K
$56.2M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.35K- 68.85% |
$1.22M - $1.36M
|
4.23K
$606K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.75K- 21.76% |
$1.01M - $1.12M
|
27.8K
$3.99M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.42K- 24.71% |
$964K - $1.08M
|
22.6K
$3.24M
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-5.91K- 10.47% |
$768K - $856K
|
50.5K
$7.23M
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.6K- 1.6% |
$728K - $812K
|
344K
$49.3M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.59K- 17.7% |
$726K - $810K
|
26K
$3.72M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4.88K- 5.06% |
$634K - $707K
|
91.5K
$13.1M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.51K- 1.95% |
$585K - $653K
|
227K
$32.5M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-4.15K- 2.34% |
$539K - $601K
|
173K
$24.8M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-3.72K- 6.04% |
$484K - $540K
|
57.9K
$8.29M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.68K- 23.08% |
$478K - $533K
|
12.3K
$1.75M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 3.72% |
$457K - $510K
|
90.8K
$13M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.34K- 9.14% |
$433K - $483K
|
33.2K
$4.75M
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 1.28% |
$404K - $451K
|
240K
$34.4M
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.65K- 2.79% |
$344K - $384K
|
92.3K
$13.2M
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.24K- 6.64% |
$292K - $325K
|
31.5K
$4.52M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.12K- 18.55% |
$276K - $308K
|
9.32K
$1.33M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.89K- 24.64% |
$246K - $274K
|
5.78K
$828K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 2.13% |
$219K - $245K
|
77.6K
$11.1M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.66K- 20.59% |
$216K - $241K
|
6.41K
$918K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.65K- 94.99% |
$214K - $239K
|
87
$12.5K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.53K- 1.47% |
$199K - $222K
|
103K
$14.7M
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.46K- 26.12% |
$190K - $212K
|
4.14K
$593K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 4.89% |
$178K - $198K
|
26.6K
$3.81M
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.22K- 0.9% |
$158K - $177K
|
134K
$19.1M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.16K- 39.54% |
$151K - $169K
|
1.78K
$255K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-977- 1.6% |
$127K - $142K
|
60.1K
$8.6M
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-962- 1.56% |
$125K - $139K
|
60.7K
$8.69M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-853- 2.13% |
$111K - $124K
|
39.1K
$5.6M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-764- 12.75% |
$99.3K - $111K
|
5.23K
$749K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-740- 14.12% |
$96.2K - $107K
|
4.5K
$645K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-734- 23.6% |
$95.4K - $106K
|
2.38K
$340K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-731- 9.46% |
$95K - $106K
|
7K
$1M
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-705- 15.56% |
$91.6K - $102K
|
3.83K
$548K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-654- 5.27% |
$85K - $94.8K
|
11.7K
$1.68M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-642- 7.76% |
$83.4K - $93.1K
|
7.63K
$1.09M
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-526- 3.77% |
$68.4K - $76.3K
|
13.4K
$1.92M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-508- 13.31% |
$66K - $73.6K
|
3.31K
$474K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-486- 11.38% |
$63.2K - $70.5K
|
3.79K
$542K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-462- 9.8% |
$60K - $67K
|
4.25K
$609K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-456- 4.45% |
$59.3K - $66.1K
|
9.79K
$1.4M
|