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 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-533- 18.62% |
$53.8K - $62.9K
|
2.33K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-502- 10.83% |
$50.7K - $59.2K
|
4.13K
$545K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.6% |
$20.2K - $23.6K
|
3.37K
$444K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-183- 9.42% |
$18.5K - $21.6K
|
1.76K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-150- 1.87% |
$15.1K - $17.7K
|
7.87K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-140- 1.48% |
$14.1K - $16.5K
|
9.33K
$1.23M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-75- 2.29% |
$7.57K - $8.84K
|
3.21K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-63- 1.45% |
$6.36K - $7.43K
|
4.29K
$566K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-61- 49.59% |
$6.16K - $7.19K
|
62
$8.17K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-39- 22.41% |
$3.94K - $4.6K
|
135
$17.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 16.89% |
$3.74K - $4.36K
|
182
$24K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14- 13.21% |
$1.41K - $1.65K
|
92
$12.1K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7- 0.32% |
$707 - $825
|
2.17K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6- 0.09% |
$606 - $708
|
6.55K
$864K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.47% |
$101 - $118
|
67
$8.83K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-120K- 50.08% |
$10.9M - $12.5M
|
120K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.38K- 42.58% |
$854K - $980K
|
12.6K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1K- 62.5% |
$91.1K - $105K
|
600
$79.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-768- 81.96% |
$69.9K - $80.3K
|
169
$22.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-723- 9.56% |
$65.8K - $75.6K
|
6.84K
$902K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-500- 10.72% |
$45.5K - $52.3K
|
4.16K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-230- 4.12% |
$20.9K - $24K
|
5.35K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-154- 1.52% |
$14K - $16.1K
|
10K
$1.32M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-185KClosed |
$17.5M - $18.7M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.49K- 2.37% |
$329K - $351K
|
144K
$18.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.91KClosed |
$274K - $293K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 33.36% |
$206K - $220K
|
4.37K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-865- 4.62% |
$81.5K - $87.1K
|
17.8K
$2.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-528- 13.29% |
$49.8K - $53.2K
|
3.45K
$454K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-306- 10.34% |
$28.8K - $30.8K
|
2.65K
$350K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-298Closed |
$28.1K - $30K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-283- 6.21% |
$26.7K - $28.5K
|
4.27K
$563K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-154- 42.08% |
$14.5K - $15.5K
|
212
$27.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-136- 64.76% |
$12.8K - $13.7K
|
74
$9.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-112- 17.55% |
$10.6K - $11.3K
|
526
$69.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 1.01% |
$2.64K - $2.82K
|
2.75K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.06% |
$660 - $705
|
12.2K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6- 12.5% |
$566 - $604
|
42
$5.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1- 20.0% |
$94.3 - $101
|
4
$527
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.34K- 7.83% |
$206K - $229K
|
27.6K
$3.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.02K- 6.47% |
$178K - $198K
|
29.3K
$3.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.83K- 5.86% |
$160K - $178K
|
29.4K
$3.87M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.82K- 44.77% |
$160K - $178K
|
2.24K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-916- 48.01% |
$80.4K - $89.4K
|
992
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-604- 33.95% |
$53K - $59K
|
1.18K
$155K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-330- 26.19% |
$29K - $32.2K
|
930
$123K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-300- 28.65% |
$26.3K - $29.3K
|
747
$98.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-160- 47.2% |
$14K - $15.6K
|
179
$23.6K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-39Closed |
$3.42K - $3.81K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-32- 0.9% |
$2.81K - $3.12K
|
3.51K
$462K
|
|