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 |
---|---|---|---|---|---|---|---|
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
$134K
|
|
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
$56.6K
|
|
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
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-41.6KClosed |
$2.27M - $3.03M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.48K- 68.47% |
$190K - $253K
|
1.6K
$238K
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-415Closed |
$22.7K - $30.2K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Gables Capital Management Inc.
|
SELL
|
- |
-154Closed |
$8.42K - $11.2K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-133Closed |
$7.27K - $9.69K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100Closed |
$5.47K - $7.28K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$2.46K - $3.28K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-27Closed |
$1.48K - $1.97K
|
0
$0
|
|
Q1 2020 | |||||||
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-85.5KClosed |
$4.24M - $6.27M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-4.89KClosed |
$242K - $358K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.84KClosed |
$240K - $355K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-963Closed |
$47.8K - $70.6K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-431Closed |
$21.4K - $31.6K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-229Closed |
$11.4K - $16.8K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-130Closed |
$6.45K - $9.54K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-120Closed |
$5.96K - $8.8K
|
0
$0
|
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10Closed |
$496 - $734
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$49.6 - $73.4
|
0
$0
|
|
Q4 2019 | |||||||
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$722K - $802K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-9.44KClosed |
$577K - $641K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.43KClosed |
$149K - $165K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-500Closed |
$30.6K - $34K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-27Closed |
$1.65K - $1.83K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-403Closed |
$24.5K - $26.1K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-288Closed |
$17.5K - $18.6K
|
0
$0
|
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-112Closed |
$6.82K - $7.25K
|
0
$0
|