Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.62M+ 9.16% |
$459M - $530M
|
43.1M
$6.66B
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
597K+ 113.97% |
$75.7M - $87.4M
|
1.12M
$173M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
570K+ 4.38% |
$72.3M - $83.4M
|
13.6M
$2.1B
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
494KNew |
$62.6M - $72.3M
|
494K
$76.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
290K+ 4.99% |
$36.8M - $42.4M
|
6.09M
$940M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
260K+ 61.27% |
$32.9M - $38M
|
683K
$105M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
225KNew |
$28.6M - $33M
|
225K
$34.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
140K+ 37.84% |
$17.7M - $20.5M
|
509K
$78.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
119K+ 34.28% |
$15.1M - $17.4M
|
466K
$72M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
113K+ 38.37% |
$14.3M - $16.5M
|
407K
$62.9M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
94.1KNew |
$11.9M - $13.8M
|
94.1K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.9K+ 5.92% |
$10.8M - $12.4M
|
1.52M
$234M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
75.6KNew |
$9.59M - $11.1M
|
75.6K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.1K+ 8.62% |
$9.53M - $11M
|
946K
$146M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.2K+ 4.51% |
$7.77M - $8.97M
|
1.42M
$219M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
53.9KNew |
$6.83M - $7.89M
|
53.9K
$8.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.8K+ 29.9% |
$5.82M - $6.71M
|
199K
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
41.4K+ 33.89% |
$5.25M - $6.06M
|
164K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.6K+ 24.06% |
$4.78M - $5.51M
|
194K
$30M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
36.4K+ 12607.96% |
$4.62M - $5.34M
|
36.7K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
32.5K+ 35.75% |
$4.12M - $4.76M
|
123K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.8K+ 35.43% |
$3.65M - $4.22M
|
110K
$17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
26.2K+ 94.02% |
$3.32M - $3.83M
|
54K
$8.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25.1KNew |
$3.19M - $3.68M
|
25.1K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
24.2KNew |
$3.07M - $3.55M
|
24.2K
$3.74M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
23.1KNew |
$2.93M - $3.38M
|
23.1K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.1K+ 61483.87% |
$2.42M - $2.79M
|
19.1K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6K+ 6.97% |
$2.37M - $2.73M
|
286K
$44.2M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$2.3M - $2.66M
|
18.1K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17.6K+ 192.47% |
$2.24M - $2.58M
|
26.8K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 13.78% |
$2.2M - $2.54M
|
143K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.4KNew |
$2.08M - $2.4M
|
16.4K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14.4K+ 8.06% |
$1.82M - $2.1M
|
193K
$29.7M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13.5KNew |
$1.72M - $1.98M
|
13.5K
$2.09M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.8K+ 5.08% |
$1.62M - $1.87M
|
265K
$40.9M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
12.8K+ 3.71% |
$1.62M - $1.87M
|
357K
$55.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.3K+ 1.58% |
$1.55M - $1.79M
|
786K
$121M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 6.08% |
$1.54M - $1.78M
|
212K
$32.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.6K+ 19.81% |
$1.47M - $1.7M
|
70.1K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
11KNew |
$1.4M - $1.61M
|
11K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11KNew |
$1.39M - $1.6M
|
11K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
10.8K+ 45.07% |
$1.37M - $1.58M
|
34.8K
$5.37M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 2.9% |
$1.37M - $1.58M
|
383K
$59.1M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
10.2KNew |
$1.3M - $1.5M
|
10.2K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.99K+ 9.74% |
$1.27M - $1.46M
|
113K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.74K+ 13.82% |
$1.24M - $1.43M
|
80.2K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.42K+ 23.47% |
$1.2M - $1.38M
|
49.6K
$7.65M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.36K+ 13.55% |
$1.19M - $1.37M
|
78.4K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.04K+ 6.19% |
$1.15M - $1.32M
|
155K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.89K+ 44.15% |
$1.13M - $1.3M
|
29K
$4.48M
|