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
|
Park Avenue Securities LLC
|
BUY
|
- |
2.95K+ 94.94% |
$298K - $348K
|
6.05K
$872K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.94K+ 3.62% |
$297K - $347K
|
84.2K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.94K+ 125.15% |
$296K - $346K
|
5.28K
$761K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.88K+ 135.72% |
$291K - $340K
|
5K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 3.51% |
$285K - $333K
|
83.2K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.76K+ 2.31% |
$279K - $325K
|
122K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.74K+ 7.74% |
$277K - $323K
|
38.1K
$5.5M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.73K+ 2.76% |
$276K - $322K
|
102K
$14.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.6KNew |
$262K - $307K
|
2.6K
$375K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.45K+ 9.31% |
$248K - $289K
|
28.8K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.42K+ 28.61% |
$245K - $286K
|
10.9K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.37KNew |
$239K - $279K
|
2.37K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.36KNew |
$238K - $278K
|
2.36K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.32K+ 32.16% |
$234K - $273K
|
9.52K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.32KNew |
$234K - $273K
|
2.32K
$334K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.28KNew |
$230K - $269K
|
2.28K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.15KNew |
$217K - $254K
|
2.15K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.15KNew |
$217K - $253K
|
2.15K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$207K - $242K
|
2.05K
$295K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$197K - $230K
|
1.95K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.93KNew |
$194K - $227K
|
1.93K
$278K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.9KNew |
$191K - $223K
|
1.9K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.87KNew |
$188K - $220K
|
1.87K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.87KNew |
$188K - $220K
|
1.87K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.86KNew |
$188K - $219K
|
1.86K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.83KNew |
$184K - $215K
|
1.83K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.81K+ 7.33% |
$182K - $213K
|
26.5K
$3.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
1.8KNew |
$182K - $213K
|
1.8K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$182K - $212K
|
1.8K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79KNew |
$180K - $210K
|
1.79K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.75KNew |
$177K - $207K
|
1.75K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.75KNew |
$177K - $206K
|
1.75K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.72KNew |
$174K - $203K
|
1.72K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.71KNew |
$173K - $202K
|
1.71K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.7K+ 5.85% |
$171K - $200K
|
30.7K
$4.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.62K+ 0.47% |
$163K - $191K
|
342K
$49.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.55K+ 4.5% |
$156K - $182K
|
35.9K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.45K+ 4.79% |
$146K - $170K
|
31.6K
$4.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.4K+ 1.33% |
$141K - $165K
|
107K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 0.25% |
$135K - $158K
|
532K
$76.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.29K+ 16.3% |
$131K - $153K
|
9.23K
$1.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.28K+ 2.02% |
$129K - $151K
|
64.4K
$9.29M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$122K - $142K
|
1.21K
$174K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 1.95% |
$121K - $142K
|
62.7K
$9.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 1.6% |
$121K - $141K
|
76K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.19K+ 38.89% |
$120K - $141K
|
4.26K
$614K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.11K+ 0.62% |
$112K - $131K
|
181K
$26.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.09K+ 40.47% |
$110K - $128K
|
3.78K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06K+ 11.58% |
$107K - $125K
|
10.2K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.03K+ 1.42% |
$104K - $121K
|
73.4K
$10.6M
|