Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.77K- 40.65% |
$481K - $562K
|
6.96K
$966K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.31K- 68.22% |
$536K - $626K
|
2.47K
$343K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.77K- 99.21% |
$583K - $681K
|
46
$6.38K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.11K- 3.08% |
$616K - $720K
|
192K
$26.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.12K- 17.16% |
$618K - $722K
|
29.6K
$4.1M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.65K- 0.78% |
$671K - $784K
|
845K
$117M
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-6.81K- 66.58% |
$687K - $802K
|
3.42K
$474K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.39K- 24.06% |
$746K - $871K
|
23.3K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.58K- 6.63% |
$765K - $894K
|
107K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.71K- 3.74% |
$778K - $909K
|
199K
$27.6M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-7.73K- 2.84% |
$780K - $912K
|
265K
$36.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8.12K- 6.07% |
$820K - $958K
|
126K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.26K- 62.7% |
$834K - $974K
|
4.92K
$682K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9.01K- 6.07% |
$910K - $1.06M
|
139K
$19.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.97K- 35.15% |
$1.01M - $1.18M
|
18.4K
$2.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-10.1K- 2.58% |
$1.02M - $1.19M
|
382K
$53M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 8.4% |
$1.04M - $1.21M
|
112K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 9.18% |
$1.04M - $1.22M
|
102K
$14.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.7K- 3.83% |
$1.08M - $1.26M
|
269K
$37.3M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-10.7K- 3.74% |
$1.09M - $1.27M
|
277K
$38.4M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11.2K- 5.77% |
$1.13M - $1.32M
|
183K
$25.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-11.7K- 18.36% |
$1.18M - $1.38M
|
51.9K
$7.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 54.0% |
$1.26M - $1.47M
|
10.6K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13K- 7.05% |
$1.31M - $1.53M
|
171K
$23.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.2K- 5.63% |
$1.34M - $1.56M
|
222K
$30.8M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.1K- 8.28% |
$1.43M - $1.67M
|
157K
$21.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-14.7K- 78.27% |
$1.48M - $1.73M
|
4.08K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-14.9K- 36.18% |
$1.5M - $1.76M
|
26.3K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-15.4K- 19.64% |
$1.56M - $1.82M
|
63.1K
$8.76M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-15.6K- 32.04% |
$1.58M - $1.84M
|
33.2K
$4.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16K- 2.21% |
$1.61M - $1.88M
|
706K
$98M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.6K- 59.69% |
$1.67M - $1.96M
|
11.2K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-18.3K- 68.09% |
$1.85M - $2.16M
|
8.57K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-20.2K- 36.86% |
$2.04M - $2.38M
|
34.6K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22K- 15.35% |
$2.22M - $2.6M
|
121K
$16.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22.4K- 93.98% |
$2.26M - $2.64M
|
1.43K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-24.4K- 32.54% |
$2.47M - $2.88M
|
50.6K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.5K- 50.04% |
$2.77M - $3.24M
|
27.4K
$3.81M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-28.6K- 25.86% |
$2.89M - $3.37M
|
82K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-35.1K- 30.78% |
$3.54M - $4.13M
|
78.8K
$10.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-35.6K- 79.37% |
$3.6M - $4.2M
|
9.26K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40.5K- 15.0% |
$4.08M - $4.77M
|
229K
$31.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-47.9K- 14.2% |
$4.83M - $5.65M
|
289K
$40.1M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-50.2K- 30.46% |
$5.07M - $5.92M
|
115K
$15.9M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-60.5K- 87.98% |
$6.11M - $7.14M
|
8.27K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-66.7K- 16.11% |
$6.74M - $7.87M
|
348K
$48.2M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-92.7K- 27.31% |
$9.35M - $10.9M
|
247K
$34.2M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-135K- 50.06% |
$13.6M - $15.9M
|
135K
$18.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-138K- 80.95% |
$13.9M - $16.2M
|
32.4K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-144K- 96.93% |
$14.5M - $17M
|
4.56K
$632K
|