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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$7.87K
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
47+ 0.73% |
$5.96K - $6.88K
|
6.46K
$996K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44New |
$5.58K - $6.44K
|
44
$6.79K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 2.95% |
$5.2K - $6K
|
1.43K
$221K
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
33+ 0.1% |
$4.19K - $4.83K
|
32K
$4.94M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
32+ 1.12% |
$4.06K - $4.69K
|
2.9K
$447K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31+ 0.43% |
$3.93K - $4.54K
|
7.25K
$1.12M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
30+ 1.01% |
$3.81K - $4.39K
|
3K
$463K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.12% |
$3.55K - $4.1K
|
24.1K
$3.73M
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
28+ 1.21% |
$3.55K - $4.1K
|
2.34K
$361K
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
27+ 0.27% |
$3.43K - $3.95K
|
10.2K
$1.57M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$3.3K - $3.81K
|
26
$4.01K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26+ 1.73% |
$3.3K - $3.81K
|
1.53K
$236K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
26+ 1.67% |
$3.3K - $3.81K
|
1.58K
$244K
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.05% |
$3.17K - $3.66K
|
50.8K
$7.84M
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
22+ 1.2% |
$2.79K - $3.22K
|
1.86K
$286K
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
19New |
$2.41K - $2.78K
|
19
$2.93K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
18New |
$2.28K - $2.64K
|
18
$2.78K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15+ 0.73% |
$1.9K - $2.2K
|
2.06K
$318K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
13+ 4.91% |
$1.65K - $1.9K
|
278
$42.9K
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
13+ 0.19% |
$1.65K - $1.9K
|
7K
$1.08M
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
9+ 0.14% |
$1.14K - $1.32K
|
6.29K
$972K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.14K - $1.32K
|
13.2K
$2.04M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8New |
$1.01K - $1.17K
|
8
$1.23K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.01% |
$1.01K - $1.17K
|
60.4K
$9.32M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.33% |
$1.01K - $1.17K
|
2.4K
$371K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.14% |
$888 - $1.03K
|
4.9K
$756K
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.55K
$857K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.52K
$852K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.13% |
$761 - $879
|
4.74K
$732K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.22% |
$507 - $586
|
1.82K
$280K
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$507 - $586
|
2.71K
$418K
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$507 - $586
|
5.73K
$885K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$381 - $439
|
4.68K
$722K
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3+ 0.15% |
$381 - $439
|
2.01K
$310K
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
3+ 0.1% |
$381 - $439
|
2.97K
$459K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.04% |
$381 - $439
|
6.99K
$1.08M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2+ 0.13% |
$254 - $293
|
1.59K
$245K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.07% |
$254 - $293
|
2.69K
$415K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.72K
$265K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.7K
$262K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.12% |
$254 - $293
|
1.63K
$251K
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$254 - $293
|
1.43K
$220K
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2New |
$254 - $293
|
2
$309
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2+ 0.03% |
$254 - $293
|
7.46K
$1.15M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.43K
$375K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.51K
$387K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.41K
$372K
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1+ 0.01% |
$127 - $146
|
19.4K
$2.99M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $146
|
2.38K
$367K
|