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
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.01K- 36.56% |
$480K - $534K
|
10.4K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-6.61K- 30.14% |
$527K - $587K
|
15.3K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.73K- 29.75% |
$537K - $597K
|
15.9K
$2.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-6.93K- 2.79% |
$553K - $615K
|
242K
$34.9M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.22K- 66.02% |
$576K - $641K
|
3.72K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.31K- 6.12% |
$584K - $649K
|
112K
$16.2M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-7.47K- 20.47% |
$596K - $663K
|
29K
$4.18M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.48K- 11.25% |
$597K - $664K
|
59K
$8.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.34K- 24.17% |
$666K - $740K
|
26.2K
$3.77M
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-8.54K- 11.93% |
$682K - $758K
|
63.1K
$9.09M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.65K- 5.71% |
$690K - $768K
|
143K
$20.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.07K- 69.26% |
$724K - $805K
|
4.03K
$580K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10.1K- 3.77% |
$805K - $896K
|
257K
$37.1M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-10.3K- 44.9% |
$819K - $911K
|
12.6K
$1.82M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.4K- 20.82% |
$830K - $923K
|
39.5K
$5.7M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10.8K- 5.1% |
$860K - $957K
|
201K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.7K- 15.1% |
$936K - $1.04M
|
65.9K
$9.5M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12.6K- 62.58% |
$1.01M - $1.12M
|
7.55K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-12.7K- 43.12% |
$1.01M - $1.13M
|
16.7K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.9K- 87.12% |
$1.03M - $1.15M
|
1.91K
$275K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 6.43% |
$1.09M - $1.21M
|
198K
$28.5M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.7K- 55.44% |
$1.1M - $1.22M
|
11K
$1.59M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13.8K- 5.82% |
$1.1M - $1.22M
|
223K
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.9K- 32.36% |
$1.35M - $1.5M
|
35.2K
$5.08M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-17.1K- 55.57% |
$1.36M - $1.52M
|
13.6K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.1K- 3.25% |
$1.36M - $1.52M
|
508K
$73.2M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-18K- 22.71% |
$1.44M - $1.6M
|
61.3K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.8K- 9.34% |
$1.5M - $1.67M
|
183K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.3K- 2.68% |
$1.54M - $1.71M
|
701K
$101M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-19.4K- 13.92% |
$1.55M - $1.72M
|
120K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-20.6K- 12.12% |
$1.64M - $1.83M
|
149K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.6K- 25.46% |
$1.96M - $2.18M
|
72K
$10.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-24.8K- 5.5% |
$1.98M - $2.2M
|
425K
$61.3M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-26.3K- 98.87% |
$2.1M - $2.34M
|
300
$43.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-27.7K- 19.6% |
$2.21M - $2.46M
|
114K
$16.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.8K- 16.27% |
$2.22M - $2.47M
|
143K
$20.7M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-28.9K- 43.8% |
$2.31M - $2.56M
|
37.1K
$5.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-33.7K- 68.94% |
$2.69M - $2.99M
|
15.2K
$2.19M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35K- 88.37% |
$2.79M - $3.1M
|
4.6K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35.8K- 86.02% |
$2.85M - $3.17M
|
5.81K
$838K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-36.3K- 92.38% |
$2.9M - $3.22M
|
2.99K
$432K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.8K- 5.8% |
$2.93M - $3.26M
|
597K
$86.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-44.4K- 92.69% |
$3.55M - $3.95M
|
3.5K
$505K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-53.6K- 99.08% |
$4.28M - $4.76M
|
500
$72.1K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-56.3K- 89.81% |
$4.5M - $5M
|
6.39K
$921K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59.3K- 23.1% |
$4.73M - $5.27M
|
197K
$28.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-78.6K- 90.55% |
$6.27M - $6.98M
|
8.2K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-79K- 15.39% |
$6.31M - $7.01M
|
434K
$62.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-79.8K- 46.77% |
$6.37M - $7.08M
|
90.8K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-80.1K- 37.24% |
$6.39M - $7.11M
|
135K
$19.5M
|