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
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 16.89% |
$3.74K - $4.36K
|
182
$26.2K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-37- 0.26% |
$3.74K - $4.36K
|
14.4K
$2.07M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-38- 0.18% |
$3.84K - $4.48K
|
20.6K
$2.96M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-39- 22.41% |
$3.94K - $4.6K
|
135
$19.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.38% |
$4.04K - $4.72K
|
10.5K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 1.08% |
$4.44K - $5.19K
|
4.02K
$580K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-47- 1.45% |
$4.74K - $5.54K
|
3.2K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-54- 2.14% |
$5.45K - $6.37K
|
2.47K
$356K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-61- 49.59% |
$6.16K - $7.19K
|
62
$8.94K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-63- 1.45% |
$6.36K - $7.43K
|
4.29K
$619K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-72- 2.7% |
$7.27K - $8.49K
|
2.6K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-73- 1.37% |
$7.37K - $8.61K
|
5.26K
$758K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-75- 2.29% |
$7.57K - $8.84K
|
3.21K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-83- 1.51% |
$8.38K - $9.79K
|
5.4K
$778K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-89- 1.78% |
$8.98K - $10.5K
|
4.9K
$706K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-91- 2.2% |
$9.19K - $10.7K
|
4.04K
$583K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-91- 8.47% |
$9.19K - $10.7K
|
984
$142K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-95- 1.41% |
$9.59K - $11.2K
|
6.66K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-96- 1.57% |
$9.69K - $11.3K
|
6.02K
$867K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-104- 2.1% |
$10.5K - $12.3K
|
4.85K
$699K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-105- 1.73% |
$10.6K - $12.4K
|
5.97K
$860K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-109- 21.25% |
$11K - $12.9K
|
404
$58.2K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-115- 4.3% |
$11.6K - $13.6K
|
2.56K
$369K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-117- 0.22% |
$11.8K - $13.8K
|
51.9K
$7.48M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-118- 1.57% |
$11.9K - $13.9K
|
7.42K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 5.08% |
$13.2K - $15.4K
|
2.45K
$353K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-136- 32.93% |
$13.7K - $16K
|
277
$39.9K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-140- 1.48% |
$14.1K - $16.5K
|
9.33K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-143- 0.48% |
$14.4K - $16.9K
|
29.5K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-150- 1.87% |
$15.1K - $17.7K
|
7.87K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-153- 0.22% |
$15.4K - $18K
|
69K
$9.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-154- 6.76% |
$15.5K - $18.2K
|
2.12K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-157- 2.82% |
$15.8K - $18.5K
|
5.41K
$780K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-171- 1.5% |
$17.3K - $20.2K
|
11.2K
$1.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-183- 9.42% |
$18.5K - $21.6K
|
1.76K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-189- 2.14% |
$19.1K - $22.3K
|
8.65K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-192- 0.46% |
$19.4K - $22.6K
|
41.7K
$6M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-193- 2.09% |
$19.5K - $22.8K
|
9.05K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-198- 47.94% |
$20K - $23.3K
|
215
$31K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.6% |
$20.2K - $23.6K
|
3.37K
$486K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-200- 8.8% |
$20.2K - $23.6K
|
2.07K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-211- 2.66% |
$21.3K - $24.9K
|
7.71K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-211- 2.31% |
$21.3K - $24.9K
|
8.91K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-218- 3.76% |
$22K - $25.7K
|
5.59K
$805K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-234- 5.95% |
$23.6K - $27.6K
|
3.7K
$533K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-235- 1.65% |
$23.7K - $27.7K
|
14K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-259- 5.97% |
$26.1K - $30.5K
|
4.08K
$588K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-260- 1.05% |
$26.2K - $30.7K
|
24.6K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-280- 9.56% |
$28.3K - $33K
|
2.65K
$382K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-296- 5.3% |
$29.9K - $34.9K
|
5.28K
$762K
|