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 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
777+ 21.18% |
$98.6K - $114K
|
4.45K
$686K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
760+ 31.17% |
$96.4K - $111K
|
3.2K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
760+ 1.88% |
$96.4K - $111K
|
41.2K
$6.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
757+ 4.16% |
$96K - $111K
|
19K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
700+ 11.09% |
$88.8K - $103K
|
7.01K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
667+ 0.17% |
$84.6K - $97.7K
|
390K
$60.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
646+ 29.47% |
$82K - $94.6K
|
2.84K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
634+ 2.01% |
$80.4K - $92.8K
|
32.2K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
610+ 10.2% |
$77.4K - $89.3K
|
6.59K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
601+ 0.88% |
$76.2K - $88K
|
69.1K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
598+ 14.77% |
$75.9K - $87.6K
|
4.65K
$717K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
587+ 8.86% |
$74.5K - $86K
|
7.21K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
576+ 371.61% |
$73.1K - $84.4K
|
731
$113K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
570+ 1.92% |
$72.3K - $83.5K
|
30.3K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
555+ 5.54% |
$70.4K - $81.3K
|
10.6K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
549+ 5.53% |
$69.6K - $80.4K
|
10.5K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
542+ 1.47% |
$68.8K - $79.4K
|
37.3K
$5.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$66.3K - $76.6K
|
523
$80.7K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
504+ 8.62% |
$63.9K - $73.8K
|
6.35K
$980K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
501+ 29.4% |
$63.6K - $73.4K
|
2.21K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
456+ 9.87% |
$57.8K - $66.8K
|
5.07K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
423+ 4.64% |
$53.7K - $61.9K
|
9.55K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
402+ 15.58% |
$51K - $58.9K
|
2.98K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
381+ 1.01% |
$48.3K - $55.8K
|
38.3K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371+ 4.5% |
$47.1K - $54.3K
|
8.62K
$1.33M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
371New |
$47.1K - $54.3K
|
371
$57.3K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
369+ 0.36% |
$46.8K - $54K
|
102K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
366+ 18.02% |
$46.4K - $53.6K
|
2.4K
$370K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
354+ 27.59% |
$44.9K - $51.8K
|
1.64K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
335+ 0.36% |
$42.5K - $49.1K
|
94.7K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
326+ 107.59% |
$41.4K - $47.7K
|
629
$97.1K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
320New |
$40.6K - $46.9K
|
320
$49.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
320+ 3.46% |
$40.6K - $46.9K
|
9.56K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
290New |
$36.8K - $42.5K
|
290
$44.8K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
285+ 107.14% |
$36.2K - $41.7K
|
551
$85.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
275+ 5.84% |
$34.9K - $40.3K
|
4.99K
$769K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
268+ 705.26% |
$34K - $39.2K
|
306
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
260+ 4.72% |
$33K - $38.1K
|
5.77K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
258+ 8.84% |
$32.7K - $37.8K
|
3.18K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
253+ 40.61% |
$32.1K - $37.1K
|
876
$135K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
238+ 0.25% |
$30.2K - $34.9K
|
95.5K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
227+ 0.78% |
$28.8K - $33.2K
|
29.3K
$4.53M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
218+ 3.38% |
$27.7K - $31.9K
|
6.67K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
214+ 3.87% |
$27.1K - $31.3K
|
5.75K
$887K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
212+ 4.29% |
$26.9K - $31K
|
5.15K
$795K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
211+ 59.44% |
$26.8K - $30.9K
|
566
$87.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
206+ 8.54% |
$26.1K - $30.2K
|
2.62K
$404K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
202+ 10.6% |
$25.6K - $29.6K
|
2.11K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
202+ 10.6% |
$25.6K - $29.6K
|
2.11K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
195New |
$24.7K - $28.6K
|
195
$30.1K
|