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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.81K+ 36.1% |
$1.12M - $1.29M
|
33.2K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.78K+ 3.89% |
$1.11M - $1.29M
|
234K
$36.2M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.32K+ 3.66% |
$1.06M - $1.22M
|
236K
$36.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.16K+ 1.31% |
$1.03M - $1.19M
|
629K
$97.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.56K+ 8.02% |
$959K - $1.11M
|
102K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.47K+ 31.7% |
$948K - $1.09M
|
31K
$4.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.35K+ 7.7% |
$932K - $1.08M
|
103K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.29K+ 111.09% |
$925K - $1.07M
|
13.9K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.72K+ 29.72% |
$853K - $984K
|
29.3K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.35K+ 11.21% |
$805K - $930K
|
63K
$9.72M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
5.92K+ 11.71% |
$750K - $866K
|
56.4K
$8.71M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.39K+ 2.88% |
$684K - $790K
|
193K
$29.7M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.39KNew |
$684K - $789K
|
5.39K
$832K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 124.47% |
$604K - $697K
|
8.59K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.71KNew |
$598K - $690K
|
4.71K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.7K+ 15.16% |
$596K - $688K
|
35.7K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.69K+ 120.94% |
$595K - $687K
|
8.57K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 5.7% |
$560K - $646K
|
81.8K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.3K+ 24.62% |
$546K - $630K
|
21.8K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 2.08% |
$545K - $629K
|
211K
$32.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.29K+ 9.31% |
$544K - $628K
|
50.4K
$7.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.12K+ 3.24% |
$522K - $603K
|
131K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.97K+ 3.38% |
$504K - $582K
|
121K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.96K+ 266.08% |
$503K - $580K
|
5.45K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 47.37% |
$495K - $571K
|
12.1K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.83KNew |
$486K - $561K
|
3.83K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.66K+ 3.24% |
$464K - $536K
|
117K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.6KNew |
$456K - $527K
|
3.6K
$555K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.59KNew |
$455K - $525K
|
3.59K
$553K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.32K+ 14.42% |
$421K - $486K
|
26.3K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 32.45% |
$420K - $485K
|
13.5K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.2K+ 26.08% |
$405K - $468K
|
15.4K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.1K+ 53.14% |
$393K - $454K
|
8.93K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.09K+ 3.38% |
$392K - $453K
|
94.6K
$14.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.05K+ 3.27% |
$386K - $446K
|
96.3K
$14.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3KNew |
$381K - $439K
|
3K
$463K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.84KNew |
$360K - $416K
|
2.84K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.83K+ 1.22% |
$359K - $415K
|
236K
$36.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.83KNew |
$359K - $414K
|
2.83K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.76KNew |
$350K - $404K
|
2.76K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.69KNew |
$341K - $394K
|
2.69K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.58KNew |
$327K - $378K
|
2.58K
$398K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.57KNew |
$327K - $377K
|
2.57K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.54K+ 94.38% |
$322K - $371K
|
5.22K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.52K+ 12.92% |
$320K - $369K
|
22K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.51K+ 40.74% |
$319K - $368K
|
8.68K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.51KNew |
$318K - $368K
|
2.51K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.41K+ 7.51% |
$306K - $353K
|
34.5K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.35K+ 7.41% |
$298K - $344K
|
34.1K
$5.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.3KNew |
$291K - $336K
|
2.3K
$354K
|