Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
814K+ 9.88% |
$64.9M - $72.2M
|
9.05M
$1.31B
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
486K+ 3.73% |
$38.8M - $43.2M
|
13.5M
$1.95B
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
291K+ 4.44% |
$23.3M - $25.9M
|
6.86M
$989M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
267K+ 16.65% |
$21.3M - $23.7M
|
1.87M
$270M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
205K+ 147.62% |
$16.4M - $18.2M
|
344K
$49.6M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
183KNew |
$14.6M - $16.3M
|
183K
$26.4M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
160KNew |
$12.7M - $14.2M
|
160K
$23M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
137KNew |
$10.9M - $12.2M
|
137K
$19.7M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
102KNew |
$8.17M - $9.08M
|
102K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101K+ 35.95% |
$8.04M - $8.94M
|
381K
$54.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88.1K+ 16.18% |
$7.03M - $7.82M
|
632K
$91.2M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
79.2KNew |
$6.32M - $7.03M
|
79.2K
$11.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
78.2K+ 37.63% |
$6.24M - $6.94M
|
286K
$41.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
66.5K+ 169.37% |
$5.3M - $5.9M
|
106K
$15.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
65.2K+ 46.26% |
$5.2M - $5.78M
|
206K
$29.7M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.7K+ 5.27% |
$5M - $5.56M
|
1.25M
$180M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
62.2K+ 10.93% |
$4.97M - $5.52M
|
632K
$91.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
61.1K+ 54.13% |
$4.88M - $5.42M
|
174K
$25.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58.3K+ 4.03% |
$4.65M - $5.17M
|
1.51M
$217M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
57.5KNew |
$4.59M - $5.1M
|
57.5K
$8.29M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38K+ 28.14% |
$3.04M - $3.38M
|
173K
$25M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
35.8KNew |
$2.86M - $3.18M
|
35.8K
$5.16M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
35.5K+ 33.91% |
$2.83M - $3.15M
|
140K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.8K+ 14.87% |
$2.54M - $2.83M
|
246K
$35.5M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
26.3K+ 6982.71% |
$2.1M - $2.33M
|
26.6K
$3.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
22.2K+ 6.39% |
$1.77M - $1.97M
|
369K
$53.2M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22.1KNew |
$1.76M - $1.96M
|
22.1K
$3.18M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.5K+ 1.64% |
$1.72M - $1.91M
|
1.33M
$192M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.3KNew |
$1.62M - $1.8M
|
20.3K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.9K+ 22.64% |
$1.59M - $1.77M
|
108K
$15.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.3K+ 4.39% |
$1.54M - $1.71M
|
459K
$66.2M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
17.3KNew |
$1.38M - $1.54M
|
17.3K
$2.49M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
17.3K+ 11.49% |
$1.38M - $1.53M
|
167K
$24.1M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.4K+ 8.45% |
$1.23M - $1.37M
|
198K
$28.6M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 33.73% |
$1.21M - $1.35M
|
60.1K
$8.67M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.1K+ 453.73% |
$1.21M - $1.34M
|
18.4K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14.9KNew |
$1.19M - $1.32M
|
14.9K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
14.5K+ 87.08% |
$1.16M - $1.29M
|
31.2K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14K+ 13.62% |
$1.12M - $1.24M
|
117K
$16.9M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
13.6KNew |
$1.09M - $1.21M
|
13.6K
$1.97M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.4K+ 22.54% |
$1.07M - $1.19M
|
73K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 7.71% |
$1.03M - $1.15M
|
181K
$26M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
12.5K+ 3.43% |
$997K - $1.11M
|
377K
$54.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 10.87% |
$990K - $1.1M
|
127K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.2K+ 1.33% |
$976K - $1.09M
|
933K
$134M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12.2K+ 13.09% |
$975K - $1.08M
|
106K
$15.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
12K+ 5.17% |
$956K - $1.06M
|
243K
$35.1M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3K+ 37.57% |
$898K - $999K
|
41.2K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 111.36% |
$863K - $960K
|
20.5K
$2.96M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.7K+ 115.89% |
$855K - $951K
|
20K
$2.88M
|