Purchases and Sales Made in Q1 2022 in Ishares Core S&P U.S Growth Et (IUSG)
This table provides information about the institutional ownership of Ishares Core S&P U.S Growth Et (IUSG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S GROWTH ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
13.2K+ 19.21% |
$1.25M - $1.53M
|
81.8K
$11.8M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
12.9K+ 228.92% |
$1.22M - $1.5M
|
18.5K
$2.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
12.3K+ 21.56% |
$1.17M - $1.44M
|
69.6K
$10M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.5KNew |
$1.09M - $1.34M
|
11.5K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.1K+ 6.0% |
$1.05M - $1.29M
|
196K
$28.3M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
9.58K+ 46.88% |
$906K - $1.12M
|
30K
$4.32M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.73K+ 12.21% |
$826K - $1.02M
|
80.2K
$11.6M
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
8.01KNew |
$758K - $933K
|
8.01K
$1.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
7.5KNew |
$710K - $874K
|
7.5K
$1.08M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
7.16K+ 3.61% |
$677K - $834K
|
206K
$29.6M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.68K+ 57.57% |
$632K - $778K
|
18.3K
$2.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.27KNew |
$593K - $730K
|
6.27K
$904K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.27K+ 51.97% |
$593K - $730K
|
18.3K
$2.64M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
6.11K+ 3.01% |
$578K - $711K
|
209K
$30.1M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
5.75K+ 18.3% |
$544K - $670K
|
37.2K
$5.36M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.66K+ 16.49% |
$536K - $660K
|
40K
$5.77M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.65KNew |
$535K - $658K
|
5.65K
$814K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.51K+ 4.02% |
$522K - $642K
|
143K
$20.6M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.33K+ 5.49% |
$504K - $620K
|
102K
$14.7M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.04K+ 4.41% |
$477K - $587K
|
119K
$17.2M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.86K+ 4.41% |
$460K - $566K
|
115K
$16.6M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.8K+ 12.47% |
$455K - $560K
|
43.3K
$6.25M
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
4.77K+ 19.87% |
$451K - $555K
|
28.8K
$4.15M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.56KNew |
$431K - $531K
|
4.56K
$657K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.43K+ 5.03% |
$419K - $516K
|
92.4K
$13.3M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.03K+ 497.53% |
$381K - $469K
|
4.83K
$697K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.9K+ 780.2% |
$369K - $454K
|
4.4K
$634K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.87K+ 66.18% |
$366K - $450K
|
9.71K
$1.4M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.87K+ 66.18% |
$366K - $450K
|
9.71K
$1.4M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.78K+ 25.31% |
$358K - $441K
|
18.7K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
3.63KNew |
$343K - $423K
|
3.63K
$523K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.32KNew |
$314K - $387K
|
3.32K
$478K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 15.36% |
$314K - $386K
|
24.9K
$3.59M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$298K - $367K
|
3.15K
$454K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.15K+ 2.79% |
$298K - $366K
|
116K
$16.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.02K+ 2.6% |
$286K - $352K
|
119K
$17.2M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.96K+ 91.81% |
$280K - $345K
|
6.18K
$891K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.88K+ 20.73% |
$272K - $335K
|
16.8K
$2.42M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.83K+ 5.51% |
$267K - $329K
|
54.1K
$7.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.7KNew |
$256K - $315K
|
2.7K
$390K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.67K+ 3.18% |
$253K - $311K
|
86.8K
$12.5M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.64K+ 7.56% |
$249K - $307K
|
37.5K
$5.41M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.37K+ 14.37% |
$224K - $276K
|
18.9K
$2.72M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.36K+ 1.13% |
$224K - $275K
|
212K
$30.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.33KNew |
$221K - $272K
|
2.33K
$336K
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.29KNew |
$217K - $267K
|
2.29K
$331K
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.13KNew |
$202K - $248K
|
2.13K
$307K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.05KNew |
$194K - $239K
|
2.05K
$295K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
2.01KNew |
$190K - $234K
|
2.01K
$290K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.99KNew |
$188K - $232K
|
1.99K
$287K
|