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 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
12.2K+ 13.71% |
$1.23M - $1.44M
|
101K
$14.6M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
11.8K+ 25.82% |
$1.19M - $1.39M
|
57.4K
$8.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
11.6K+ 18.1% |
$1.17M - $1.36M
|
75.4K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 65.65% |
$1.16M - $1.35M
|
29K
$4.17M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.3K+ 0.78% |
$1.15M - $1.34M
|
1.46M
$211M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.4KNew |
$1.05M - $1.22M
|
10.4K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.1K+ 9.31% |
$1.02M - $1.19M
|
118K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.99K+ 13.33% |
$1.01M - $1.18M
|
85K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
9.88KNew |
$998K - $1.17M
|
9.88K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.41K+ 14.14% |
$849K - $992K
|
67.9K
$9.79M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.14KNew |
$822K - $960K
|
8.14K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8.01K+ 0.62% |
$809K - $945K
|
1.3M
$187M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.47K+ 2.44% |
$754K - $881K
|
314K
$45.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
7.26K+ 5.62% |
$732K - $856K
|
136K
$19.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.15K+ 1.88% |
$722K - $843K
|
387K
$55.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.9K+ 199.71% |
$696K - $813K
|
10.3K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.78K+ 9.15% |
$684K - $799K
|
80.9K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 1.06% |
$679K - $793K
|
641K
$92.4M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
6.62K+ 7.13% |
$668K - $781K
|
99.5K
$14.3M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.55KNew |
$661K - $773K
|
6.55K
$944K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.3K+ 5.6% |
$636K - $743K
|
119K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.25K+ 2.05% |
$631K - $737K
|
311K
$44.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.06K+ 19.73% |
$612K - $715K
|
36.8K
$5.3M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.92K+ 314.11% |
$598K - $698K
|
7.81K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5.84K+ 2.95% |
$590K - $689K
|
204K
$29.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5.71KNew |
$577K - $674K
|
5.71K
$824K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59K+ 27.57% |
$565K - $660K
|
25.9K
$3.73M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5.58K+ 20.51% |
$563K - $658K
|
32.8K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.9KNew |
$495K - $578K
|
4.9K
$706K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
4.83KNew |
$487K - $569K
|
4.83K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.8K+ 82.28% |
$484K - $566K
|
10.6K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.77KNew |
$482K - $562K
|
4.77K
$688K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.57K+ 16.16% |
$461K - $539K
|
32.8K
$4.73M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.5KNew |
$454K - $531K
|
4.5K
$649K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.43KNew |
$447K - $522K
|
4.43K
$638K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.4KNew |
$444K - $519K
|
4.4K
$635K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.2KNew |
$424K - $495K
|
4.2K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.06K+ 19.12% |
$409K - $478K
|
25.3K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.01KNew |
$405K - $473K
|
4.01K
$578K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.71KNew |
$375K - $437K
|
3.71K
$535K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71KNew |
$374K - $437K
|
3.71K
$534K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.62K+ 8.81% |
$365K - $427K
|
44.7K
$6.44M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.58K+ 29.25% |
$361K - $422K
|
15.8K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.55K+ 18.7% |
$358K - $418K
|
22.5K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.46K+ 3.22% |
$349K - $408K
|
111K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.38K+ 8.37% |
$341K - $398K
|
43.7K
$6.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.35K+ 2.11% |
$338K - $395K
|
162K
$23.4M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.34KNew |
$337K - $394K
|
3.34K
$481K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.27K+ 3.5% |
$330K - $385K
|
96.7K
$13.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.1KNew |
$313K - $365K
|
3.1K
$446K
|