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 |
---|---|---|---|---|---|---|---|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
882+ 52.47% |
$70.4K - $78.3K
|
2.56K
$369K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
882+ 2.9% |
$70.4K - $78.3K
|
31.3K
$4.51M
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
856+ 3.76% |
$68.3K - $76K
|
23.6K
$3.41M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
795+ 170.97% |
$63.4K - $70.6K
|
1.26K
$182K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
753+ 5.79% |
$60.1K - $66.8K
|
13.8K
$1.98M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
749+ 2.61% |
$59.8K - $66.5K
|
29.4K
$4.24M
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
744+ 1.91% |
$59.4K - $66K
|
39.6K
$5.71M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
660+ 8.7% |
$52.7K - $58.6K
|
8.24K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
647New |
$51.6K - $57.4K
|
647
$93.3K
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
645+ 16.5% |
$51.5K - $57.3K
|
4.56K
$657K
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
625+ 2.5% |
$49.9K - $55.5K
|
25.6K
$3.69M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
587New |
$46.8K - $52.1K
|
587
$84.6K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
532+ 6.06% |
$42.5K - $47.2K
|
9.32K
$1.34M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
526+ 10.43% |
$42K - $46.7K
|
5.57K
$803K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
524+ 8.41% |
$41.8K - $46.5K
|
6.76K
$974K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
498+ 103.11% |
$39.7K - $44.2K
|
981
$141K
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
470+ 9.69% |
$37.5K - $41.7K
|
5.32K
$767K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
462New |
$36.9K - $41K
|
462
$66.6K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
461+ 7.15% |
$36.8K - $40.9K
|
6.91K
$995K
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
426+ 9.83% |
$34K - $37.8K
|
4.76K
$686K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
426+ 4.77% |
$34K - $37.8K
|
9.35K
$1.35M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
404New |
$32.2K - $35.9K
|
404
$58.2K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400New |
$31.9K - $35.5K
|
400
$57.7K
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
395+ 7.16% |
$31.5K - $35.1K
|
5.91K
$852K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
390+ 2.26% |
$31.1K - $34.6K
|
17.6K
$2.54M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
363+ 0.16% |
$29K - $32.2K
|
231K
$33.3M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
362+ 41.61% |
$28.9K - $32.1K
|
1.23K
$178K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
352+ 6.23% |
$28.1K - $31.2K
|
6K
$865K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
343+ 1039.39% |
$27.4K - $30.4K
|
376
$54.2K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
316+ 1.81% |
$25.2K - $28.1K
|
17.8K
$2.57M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
298New |
$23.8K - $26.5K
|
298
$43K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
295+ 3.9% |
$23.5K - $26.2K
|
7.85K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
295+ 3.81% |
$23.5K - $26.2K
|
8.03K
$1.16M
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
285+ 7.18% |
$22.7K - $25.3K
|
4.26K
$613K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
275+ 115.55% |
$21.9K - $24.4K
|
513
$73.9K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
264New |
$21.1K - $23.4K
|
264
$38.1K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
264+ 1.84% |
$21.1K - $23.4K
|
14.6K
$2.11M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
264+ 293.33% |
$21.1K - $23.4K
|
354
$51K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
238+ 6.78% |
$19K - $21.1K
|
3.75K
$540K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
232+ 17.75% |
$18.5K - $20.6K
|
1.54K
$222K
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
232+ 2.58% |
$18.5K - $20.6K
|
9.23K
$1.33M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
228+ 0.13% |
$18.2K - $20.2K
|
175K
$25.2M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
222New |
$17.7K - $19.7K
|
222
$32K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
222+ 4.31% |
$17.7K - $19.7K
|
5.37K
$774K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
211New |
$16.8K - $18.7K
|
211
$30.4K
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
195+ 0.2% |
$15.6K - $17.3K
|
98.4K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
173+ 1.92% |
$13.8K - $15.4K
|
9.21K
$1.33M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
171+ 18.55% |
$13.6K - $15.2K
|
1.09K
$158K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
170+ 2.07% |
$13.6K - $15.1K
|
8.37K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
165+ 0.91% |
$13.2K - $14.6K
|
18.4K
$2.65M
|