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
|
Betterment LLC
New York, NY |
BUY
|
- |
3.38KNew |
$270K - $300K
|
3.38K
$487K
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
3.35K+ 16.26% |
$267K - $297K
|
23.9K
$3.45M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.2KNew |
$256K - $284K
|
3.2K
$462K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$245K - $273K
|
3.08K
$443K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.05K+ 12.98% |
$243K - $270K
|
26.5K
$3.82M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.94K+ 10.42% |
$235K - $261K
|
31.2K
$4.49M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93KNew |
$234K - $260K
|
2.93K
$422K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.91KNew |
$232K - $258K
|
2.91K
$419K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 98.35% |
$228K - $253K
|
5.75K
$829K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.83KNew |
$226K - $251K
|
2.83K
$407K
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.82KNew |
$225K - $250K
|
2.82K
$407K
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.71K+ 1.18% |
$216K - $240K
|
232K
$33.4M
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.7K+ 5.96% |
$216K - $240K
|
48K
$6.93M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.7K+ 9.97% |
$215K - $239K
|
29.7K
$4.29M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.66K+ 7.15% |
$212K - $236K
|
39.9K
$5.75M
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.65KNew |
$212K - $235K
|
2.65K
$382K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.62KNew |
$209K - $232K
|
2.62K
$377K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.59K+ 44.58% |
$207K - $230K
|
8.4K
$1.21M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.47KNew |
$197K - $219K
|
2.47K
$355K
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.4KNew |
$192K - $213K
|
2.4K
$346K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4KNew |
$192K - $213K
|
2.4K
$346K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.39K+ 5.38% |
$191K - $212K
|
46.9K
$6.75M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.38K+ 5.71% |
$190K - $211K
|
44K
$6.34M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.36K+ 43.4% |
$189K - $210K
|
7.8K
$1.12M
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
2.34KNew |
$187K - $208K
|
2.34K
$338K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.33KNew |
$186K - $207K
|
2.33K
$336K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 3.4% |
$185K - $206K
|
70.5K
$10.2M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 1.7% |
$183K - $204K
|
138K
$19.8M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.29K+ 18.32% |
$183K - $204K
|
14.8K
$2.13M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.29KNew |
$182K - $203K
|
2.29K
$330K
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.29KNew |
$182K - $203K
|
2.29K
$330K
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.28KNew |
$182K - $202K
|
2.28K
$329K
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.24K+ 11.22% |
$179K - $199K
|
22.2K
$3.21M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.04K+ 59.42% |
$163K - $181K
|
5.47K
$789K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.97K+ 0.9% |
$157K - $175K
|
220K
$31.7M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.88K+ 6.58% |
$150K - $167K
|
30.4K
$4.39M
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.88K+ 0.65% |
$150K - $166K
|
289K
$41.6M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.77K+ 9.92% |
$142K - $157K
|
19.7K
$2.83M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.73K+ 66.11% |
$138K - $154K
|
4.36K
$628K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.72K+ 23.85% |
$138K - $153K
|
8.95K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.72K+ 188.38% |
$137K - $153K
|
2.63K
$379K
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.54K+ 3.37% |
$123K - $137K
|
47.4K
$6.83M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5KNew |
$120K - $133K
|
1.5K
$216K
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.38K+ 23.58% |
$110K - $123K
|
7.25K
$1.05M
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.37K+ 5.87% |
$109K - $122K
|
24.7K
$3.56M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.37K+ 0.46% |
$109K - $121K
|
298K
$42.9M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 58.13% |
$109K - $121K
|
3.72K
$536K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.36KNew |
$109K - $121K
|
1.36K
$197K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
987+ 4.45% |
$78.8K - $87.6K
|
23.2K
$3.34M
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
957+ 5.98% |
$76.4K - $85K
|
17K
$2.44M
|