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 |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.15KClosed |
$218K - $235K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.5K- 79.49% |
$152K - $164K
|
387
$50.4K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.29KClosed |
$131K - $141K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-767Closed |
$77.8K - $83.9K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-454Closed |
$46K - $49.7K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-223- 13.79% |
$22.6K - $24.4K
|
1.39K
$181K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50Closed |
$5.07K - $5.47K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-46Closed |
$4.66K - $5.03K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-6.43KClosed |
$591K - $651K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.41KClosed |
$313K - $345K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.76KClosed |
$254K - $280K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-639Closed |
$58.7K - $64.6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-490Closed |
$45K - $49.6K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-430Closed |
$39.5K - $43.5K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-300- 1.53% |
$27.6K - $30.3K
|
19.3K
$2.51M
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-240Closed |
$22.1K - $24.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-201Closed |
$18.5K - $20.3K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-120- 29.27% |
$11K - $12.1K
|
290
$37.7K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-74Closed |
$6.8K - $7.49K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9Closed |
$827 - $910
|
0
$0
|
|
Q1 2021 | |||||||
May 05, 2021
Q1 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-9KClosed |
$771K - $844K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.65KClosed |
$570K - $624K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.47KClosed |
$383K - $419K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.3KClosed |
$111K - $122K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-684Closed |
$58.6K - $64.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-530Closed |
$45.4K - $49.7K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-390Closed |
$33.4K - $36.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-341Closed |
$29.2K - $32K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-221- 19.7% |
$18.9K - $20.7K
|
901
$117K
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-202Closed |
$17.3K - $18.9K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-183- 32.5% |
$15.7K - $17.2K
|
380
$49.5K
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-115Closed |
$9.86K - $10.8K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-24Closed |
$2.06K - $2.25K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4Closed |
$343 - $375
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$85.7 - $93.8
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-71.7KClosed |
$5.57M - $6.36M
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.46KClosed |
$735K - $839K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$27.2K - $31K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-66Closed |
$5.13K - $5.85K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8Closed |
$622 - $710
|
0
$0
|
|
Q3 2020 | |||||||
Oct 14, 2020
Q3 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-15.9KClosed |
$1.15M - $1.37M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.48KClosed |
$689K - $818K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-4.67KClosed |
$339K - $403K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
S&T Bank
Indiana, PA |
SELL
|
- |
-3.81KClosed |
$277K - $329K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.03KClosed |
$220K - $261K
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-317Closed |
$23K - $27.3K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87Closed |
$6.32K - $7.5K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-77Closed |
$5.59K - $6.64K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
SELL
|
- |
-54Closed |
$3.92K - $4.66K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-38Closed |
$2.76K - $3.28K
|
0
$0
|