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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-79- 1.0% |
$7.47K - $9.2K
|
7.8K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-85- 22.08% |
$8.04K - $9.9K
|
300
$43.2K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-88- 14.04% |
$8.33K - $10.3K
|
539
$77.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-89- 0.78% |
$8.42K - $10.4K
|
11.3K
$1.63M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-94- 7.23% |
$8.89K - $10.9K
|
1.21K
$174K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-100- 25.71% |
$9.46K - $11.6K
|
289
$41.7K
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-100- 8.33% |
$9.46K - $11.6K
|
1.1K
$159K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-101- 4.55% |
$9.56K - $11.8K
|
2.12K
$305K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-102- 19.32% |
$9.65K - $11.9K
|
426
$61.4K
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-106Closed |
$10K - $12.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-116- 0.1% |
$11K - $13.5K
|
117K
$16.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-117- 5.29% |
$11.1K - $13.6K
|
2.1K
$302K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-118- 7.61% |
$11.2K - $13.7K
|
1.43K
$207K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-125- 5.61% |
$11.8K - $14.6K
|
2.1K
$303K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-130Closed |
$12.3K - $15.1K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-139Closed |
$13.2K - $16.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-143Closed |
$13.5K - $16.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-153- 2.53% |
$14.5K - $17.8K
|
5.9K
$851K
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-158- 2.21% |
$14.9K - $18.4K
|
7.01K
$1.01M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-165- 1.28% |
$15.6K - $19.2K
|
12.7K
$1.83M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-165- 7.97% |
$15.6K - $19.2K
|
1.91K
$275K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-190Closed |
$18K - $22.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-195- 4.29% |
$18.4K - $22.7K
|
4.36K
$628K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 3.6% |
$18.9K - $23.3K
|
5.35K
$771K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-229- 0.87% |
$21.7K - $26.7K
|
26.1K
$3.77M
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-230- 13.45% |
$21.8K - $26.8K
|
1.48K
$213K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-230- 10.54% |
$21.8K - $26.8K
|
1.95K
$281K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-249- 5.57% |
$23.6K - $29K
|
4.22K
$608K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-250- 7.35% |
$23.7K - $29.1K
|
3.15K
$454K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-250- 7.4% |
$23.7K - $29.1K
|
3.13K
$451K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-255- 4.84% |
$24.1K - $29.7K
|
5.02K
$723K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-269- 4.17% |
$25.5K - $31.3K
|
6.18K
$891K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-294- 3.44% |
$27.8K - $34.2K
|
8.25K
$1.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-295- 78.04% |
$27.9K - $34.4K
|
83
$12K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-304- 6.91% |
$28.8K - $35.4K
|
4.09K
$590K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-313- 0.67% |
$29.6K - $36.5K
|
46.6K
$6.71M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-324- 4.94% |
$30.7K - $37.7K
|
6.23K
$898K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-327- 8.3% |
$30.9K - $38.1K
|
3.62K
$521K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-340- 10.24% |
$32.2K - $39.6K
|
2.98K
$430K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-358- 11.2% |
$33.9K - $41.7K
|
2.84K
$409K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-366- 4.56% |
$34.6K - $42.6K
|
7.66K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-370- 9.18% |
$35K - $43.1K
|
3.66K
$528K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-373- 1.86% |
$35.3K - $43.4K
|
19.7K
$2.83M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-375- 27.27% |
$35.5K - $43.7K
|
1K
$144K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-392- 59.48% |
$37.1K - $45.7K
|
267
$38.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-393- 77.51% |
$37.2K - $45.8K
|
114
$16.4K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-403- 68.89% |
$38.1K - $46.9K
|
182
$26.2K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-454- 2.25% |
$43K - $52.9K
|
19.8K
$2.85M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-455Closed |
$43K - $53K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-464- 93.93% |
$43.9K - $54K
|
30
$4.32K
|