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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-68- 0.87% |
$5.36K - $6.02K
|
7.77K
$1.08M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-37- 56.92% |
$2.92K - $3.27K
|
28
$3.88K
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-37- 9.79% |
$2.92K - $3.27K
|
341
$47.2K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-24- 0.31% |
$1.89K - $2.12K
|
7.61K
$1.05M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.58K- 41.3% |
$287K - $354K
|
5.09K
$705K
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.92K- 40.34% |
$234K - $289K
|
4.32K
$599K
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.55K- 7.37% |
$204K - $252K
|
32K
$4.43M
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 11.65% |
$104K - $128K
|
9.82K
$1.36M
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.03K- 3.12% |
$82.7K - $102K
|
32K
$4.43M
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-792- 4.12% |
$63.5K - $78.4K
|
18.4K
$2.56M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-526- 17.38% |
$42.2K - $52.1K
|
2.5K
$346K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-275- 95.16% |
$22K - $27.2K
|
14
$1.94K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-101- 2.18% |
$8.1K - $10K
|
4.53K
$628K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-57- 71.25% |
$4.57K - $5.64K
|
23
$3.19K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-7Closed |
$561 - $693
|
0
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110KClosed |
$8.83M - $11.8M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-26K- 30.82% |
$2.1M - $2.8M
|
58.4K
$8.1M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-20.3KClosed |
$1.64M - $2.19M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-4.97KClosed |
$401K - $534K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-4.49KClosed |
$362K - $483K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.32KClosed |
$268K - $357K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.98KClosed |
$240K - $320K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.88KClosed |
$232K - $309K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.75KClosed |
$222K - $295K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.62KClosed |
$211K - $281K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.6KClosed |
$209K - $279K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.51KClosed |
$202K - $270K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.35KClosed |
$189K - $252K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.29KClosed |
$185K - $246K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.25KClosed |
$181K - $242K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.1KClosed |
$169K - $225K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.07KClosed |
$167K - $223K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-2.07KClosed |
$167K - $223K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$161K - $215K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.93KClosed |
$156K - $208K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.9KClosed |
$153K - $204K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.65KClosed |
$133K - $178K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.4K- 18.92% |
$113K - $150K
|
6K
$831K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-842Closed |
$67.9K - $90.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-599Closed |
$48.3K - $64.4K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-563Closed |
$45.4K - $60.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-349- 29.8% |
$28.1K - $37.5K
|
822
$114K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-200- 18.18% |
$16.1K - $21.5K
|
900
$125K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-114Closed |
$9.19K - $12.3K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-80Closed |
$6.45K - $8.6K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-65Closed |
$5.24K - $6.99K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-44Closed |
$3.55K - $4.73K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-39Closed |
$3.14K - $4.19K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-36Closed |
$2.9K - $3.87K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-19- 7.12% |
$1.53K - $2.04K
|
248
$34.4K
|