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 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18+ 0.57% |
$1.82K - $2.12K
|
3.15K
$454K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
16+ 0.16% |
$1.62K - $1.89K
|
10.2K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
10+ 0.13% |
$1.01K - $1.18K
|
7.8K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$909 - $1.06K
|
1.53K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
9+ 0.04% |
$909 - $1.06K
|
22.5K
$3.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$909 - $1.06K
|
9
$1.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8New |
$808 - $943
|
8
$1.15K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
8+ 0.06% |
$808 - $943
|
12.5K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.14% |
$808 - $943
|
5.88K
$848K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
8+ 0.13% |
$808 - $943
|
6.25K
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.16% |
$707 - $825
|
4.46K
$643K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$606 - $708
|
4.07K
$586K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$505 - $590
|
5.55K
$800K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$505 - $590
|
8.96K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 0.57% |
$505 - $590
|
882
$127K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5+ 0.09% |
$505 - $590
|
5.83K
$840K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$404 - $472
|
2.69K
$388K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$404 - $472
|
5.89K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$404 - $472
|
3.38K
$487K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.13% |
$404 - $472
|
3.04K
$438K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$303 - $354
|
2.89K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.04% |
$303 - $354
|
7.69K
$1.11M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.12% |
$303 - $354
|
2.54K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.2% |
$202 - $236
|
1.02K
$147K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.09% |
$202 - $236
|
2.15K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.03% |
$202 - $236
|
6.78K
$978K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$101 - $118
|
4.24K
$611K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$101 - $118
|
929
$134K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$101 - $118
|
5.24K
$755K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$101 - $118
|
6.99K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$101 - $118
|
5K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.7% |
$101 - $118
|
143
$20.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.47% |
$101 - $118
|
67
$9.66K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6- 0.36% |
$606 - $708
|
1.65K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6- 0.09% |
$606 - $708
|
6.55K
$945K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 11.54% |
$606 - $708
|
46
$6.63K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7- 0.32% |
$707 - $825
|
2.17K
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.19% |
$808 - $943
|
4.12K
$594K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10- 14.08% |
$1.01K - $1.18K
|
61
$8.79K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11- 0.01% |
$1.11K - $1.3K
|
197K
$28.5M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-14- 13.21% |
$1.41K - $1.65K
|
92
$13.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-18- 0.1% |
$1.82K - $2.12K
|
17.1K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-18- 0.07% |
$1.82K - $2.12K
|
24.6K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 0.25% |
$2.12K - $2.48K
|
8.32K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 5.21% |
$2.42K - $2.83K
|
437
$63K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-30- 1.41% |
$3.03K - $3.54K
|
2.09K
$301K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 0.08% |
$3.23K - $3.77K
|
39.6K
$5.71M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-33- 1.15% |
$3.33K - $3.89K
|
2.84K
$410K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-35- 0.92% |
$3.53K - $4.13K
|
3.77K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-36- 1.79% |
$3.63K - $4.25K
|
1.98K
$285K
|