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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
959+ 21.99% |
$96.8K - $113K
|
5.32K
$767K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
930+ 7.62% |
$93.9K - $110K
|
13.1K
$1.89M
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
920New |
$92.9K - $108K
|
920
$133K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
888+ 80.22% |
$89.6K - $105K
|
2K
$288K
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
866+ 12.46% |
$87.4K - $102K
|
7.82K
$1.13M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
855New |
$86.3K - $101K
|
855
$123K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
853New |
$86.1K - $101K
|
853
$123K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
840New |
$84.8K - $99.1K
|
840
$121K
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
821+ 2.2% |
$82.9K - $96.8K
|
38.2K
$5.5M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
767+ 114.31% |
$77.4K - $90.4K
|
1.44K
$207K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
747+ 18.72% |
$75.4K - $88.1K
|
4.74K
$683K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
746New |
$75.3K - $88K
|
746
$108K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
725+ 66.94% |
$73.2K - $85.5K
|
1.81K
$261K
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
697+ 1.93% |
$70.4K - $82.2K
|
36.8K
$5.31M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
684+ 5.85% |
$69K - $80.7K
|
12.4K
$1.78M
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
650+ 43.25% |
$65.6K - $76.6K
|
2.15K
$310K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
647+ 20.49% |
$65.3K - $76.3K
|
3.8K
$548K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
646+ 4.03% |
$65.2K - $76.2K
|
16.7K
$2.4M
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
635+ 11.84% |
$64.1K - $74.9K
|
6K
$864K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
627+ 177.12% |
$63.3K - $73.9K
|
981
$141K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
611+ 295.17% |
$61.7K - $72K
|
818
$118K
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
582+ 26.64% |
$58.8K - $68.6K
|
2.77K
$399K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
568+ 19.59% |
$57.3K - $67K
|
3.47K
$500K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
566+ 0.91% |
$57.1K - $66.7K
|
62.7K
$9.03M
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
533+ 9.67% |
$53.8K - $62.9K
|
6.04K
$871K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
533+ 8.13% |
$53.8K - $62.9K
|
7.09K
$1.02M
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
531+ 4.15% |
$53.6K - $62.6K
|
13.3K
$1.92M
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
529+ 1.54% |
$53.4K - $62.4K
|
34.9K
$5.02M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
513+ 3.43% |
$51.8K - $60.5K
|
15.5K
$2.23M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500+ 367.65% |
$50.5K - $59K
|
636
$91.7K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
494+ 17.43% |
$49.9K - $58.3K
|
3.33K
$480K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
455New |
$45.9K - $53.7K
|
455
$65.6K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
448New |
$45.2K - $52.8K
|
448
$64.6K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
442New |
$44.6K - $52.1K
|
442
$63.7K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
440+ 17.29% |
$44.4K - $51.9K
|
2.99K
$430K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
415+ 8.39% |
$41.9K - $48.9K
|
5.36K
$772K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
414+ 2.23% |
$41.8K - $48.8K
|
18.9K
$2.73M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
409+ 1.58% |
$41.3K - $48.2K
|
26.3K
$3.79M
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
396+ 1.25% |
$40K - $46.7K
|
32.2K
$4.64M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
379+ 7.25% |
$38.3K - $44.7K
|
5.61K
$808K
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
368+ 2.48% |
$37.1K - $43.4K
|
15.2K
$2.2M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
332+ 11.0% |
$33.5K - $39.1K
|
3.35K
$483K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
313New |
$31.6K - $36.9K
|
313
$45.1K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
311+ 1.23% |
$31.4K - $36.7K
|
25.7K
$3.7M
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
310New |
$31.3K - $36.6K
|
310
$44.7K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
309+ 2.53% |
$31.2K - $36.4K
|
12.5K
$1.81M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
305+ 7.17% |
$30.8K - $36K
|
4.56K
$657K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
301New |
$30.4K - $35.5K
|
301
$43.4K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
289New |
$29.2K - $34.1K
|
289
$41.7K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
276+ 1.46% |
$27.9K - $32.5K
|
19.2K
$2.77M
|