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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 16.89% |
$3.74K - $4.36K
|
182
$29.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.47% |
$101 - $118
|
67
$10.9K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-120K- 50.08% |
$10.9M - $12.5M
|
120K
$19.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-768- 81.96% |
$69.9K - $80.3K
|
169
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-230- 4.12% |
$20.9K - $24K
|
5.35K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-154- 1.52% |
$14K - $16.1K
|
10K
$1.62M
|
|
| 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
$23.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 33.36% |
$206K - $220K
|
4.37K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-865- 4.62% |
$81.5K - $87.1K
|
17.8K
$2.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-528- 13.29% |
$49.8K - $53.2K
|
3.45K
$560K
|
|
|
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
$694K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-154- 42.08% |
$14.5K - $15.5K
|
212
$34.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-136- 64.76% |
$12.8K - $13.7K
|
74
$12K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 1.01% |
$2.64K - $2.82K
|
2.75K
$447K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6- 12.5% |
$566 - $604
|
42
$6.82K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1- 20.0% |
$94.3 - $101
|
4
$650
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.02K- 6.47% |
$178K - $198K
|
29.3K
$4.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.83K- 5.86% |
$160K - $178K
|
29.4K
$4.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.82K- 44.77% |
$160K - $178K
|
2.24K
$364K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-916- 48.01% |
$80.4K - $89.4K
|
992
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-604- 33.95% |
$53K - $59K
|
1.18K
$191K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-300- 28.65% |
$26.3K - $29.3K
|
747
$121K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-160- 47.2% |
$14K - $15.6K
|
179
$29.1K
|
|
|
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
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-2- 0.04% |
$176 - $195
|
5.66K
$919K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-19.4K- 13.92% |
$1.55M - $1.72M
|
120K
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.8K- 87.64% |
$303K - $337K
|
535
$86.9K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3KClosed |
$239K - $266K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.46K- 65.77% |
$196K - $218K
|
1.28K
$208K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.93K- 42.04% |
$154K - $171K
|
2.66K
$432K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-947- 2.47% |
$75.6K - $84.1K
|
37.3K
$6.06M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-393- 11.17% |
$31.4K - $34.9K
|
3.13K
$508K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-231- 57.18% |
$18.4K - $20.5K
|
173
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-81- 27.84% |
$6.46K - $7.19K
|
210
$34.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 8.57% |
$3.11K - $3.46K
|
416
$67.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.77K- 34.42% |
$613K - $688K
|
14.8K
$2.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-4.65K- 60.76% |
$366K - $411K
|
3K
$487K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-350- 10.12% |
$27.6K - $31K
|
3.11K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-68- 0.87% |
$5.36K - $6.02K
|
7.77K
$1.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-37- 56.92% |
$2.92K - $3.27K
|
28
$4.55K
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-37- 9.79% |
$2.92K - $3.27K
|
341
$55.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-24- 0.31% |
$1.89K - $2.12K
|
7.61K
$1.24M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.58K- 41.3% |
$287K - $354K
|
5.09K
$827K
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 11.65% |
$104K - $128K
|
9.82K
$1.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-792- 4.12% |
$63.5K - $78.4K
|
18.4K
$3M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-526- 17.38% |
$42.2K - $52.1K
|
2.5K
$406K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-275- 95.16% |
$22K - $27.2K
|
14
$2.27K
|
|