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 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-203- 7.14% |
$16.2K - $18K
|
2.64K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-222- 11.09% |
$17.7K - $19.7K
|
1.78K
$256K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-227- 3.86% |
$18.1K - $20.2K
|
5.66K
$816K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-231- 57.18% |
$18.4K - $20.5K
|
173
$24.9K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-245- 3.84% |
$19.6K - $21.7K
|
6.13K
$884K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-246- 3.17% |
$19.6K - $21.8K
|
7.52K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-262- 4.21% |
$20.9K - $23.3K
|
5.97K
$860K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-274- 3.05% |
$21.9K - $24.3K
|
8.7K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-275- 6.88% |
$21.9K - $24.4K
|
3.73K
$537K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-276- 6.62% |
$22K - $24.5K
|
3.89K
$561K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-279- 1.09% |
$22.3K - $24.8K
|
25.4K
$3.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-285- 6.88% |
$22.7K - $25.3K
|
3.86K
$556K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-285- 2.53% |
$22.7K - $25.3K
|
11K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-310- 0.85% |
$24.7K - $27.5K
|
36.1K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-318- 60.46% |
$25.4K - $28.2K
|
208
$30K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-338- 35.43% |
$27K - $30K
|
616
$88.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-341- 2.76% |
$27.2K - $30.3K
|
12K
$1.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-341- 1.92% |
$27.2K - $30.3K
|
17.5K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-343- 91.22% |
$27.4K - $30.4K
|
33
$4.76K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-344- 1.18% |
$27.5K - $30.5K
|
28.8K
$4.15M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-354- 9.56% |
$28.3K - $31.4K
|
3.35K
$482K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-361- 6.0% |
$28.8K - $32K
|
5.66K
$815K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-361- 5.24% |
$28.8K - $32K
|
6.53K
$942K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-386- 1.98% |
$30.8K - $34.3K
|
19.2K
$2.76M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-392- 0.94% |
$31.3K - $34.8K
|
41.5K
$5.98M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-393- 11.17% |
$31.4K - $34.9K
|
3.13K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-397- 14.23% |
$31.7K - $35.2K
|
2.39K
$345K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-399- 14.79% |
$31.8K - $35.4K
|
2.3K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-400- 12.59% |
$31.9K - $35.5K
|
2.78K
$400K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-401- 12.86% |
$32K - $35.6K
|
2.72K
$392K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-405- 0.28% |
$32.3K - $36K
|
142K
$20.5M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-430- 7.64% |
$34.3K - $38.2K
|
5.2K
$750K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-444- 4.48% |
$35.4K - $39.4K
|
9.46K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-470- 8.76% |
$37.5K - $41.7K
|
4.9K
$706K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-547- 14.0% |
$43.7K - $48.6K
|
3.36K
$484K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-548- 3.06% |
$43.7K - $48.6K
|
17.4K
$2.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-549- 2.17% |
$43.8K - $48.7K
|
24.7K
$3.56M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-560- 4.06% |
$44.7K - $49.7K
|
13.2K
$1.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-588- 9.53% |
$46.9K - $52.2K
|
5.58K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-592- 3.76% |
$47.2K - $52.6K
|
15.2K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-609- 21.07% |
$48.6K - $54.1K
|
2.28K
$329K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-612- 3.68% |
$48.8K - $54.3K
|
16K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-639- 18.53% |
$51K - $56.7K
|
2.81K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-653- 10.63% |
$52.1K - $58K
|
5.49K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-687- 2.24% |
$54.8K - $61K
|
29.9K
$4.31M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-709- 5.61% |
$56.6K - $62.9K
|
11.9K
$1.72M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-782- 5.14% |
$62.4K - $69.4K
|
14.4K
$2.08M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-786- 24.11% |
$62.7K - $69.8K
|
2.47K
$357K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-787- 22.0% |
$62.8K - $69.9K
|
2.79K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-817- 8.64% |
$65.2K - $72.5K
|
8.64K
$1.25M
|