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
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-55- 0.47% |
$6.98K - $8.05K
|
11.7K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56- 2.68% |
$7.1K - $8.2K
|
2.04K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-61- 0.39% |
$7.74K - $8.93K
|
15.7K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-67- 2.33% |
$8.5K - $9.81K
|
2.81K
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-74- 2.89% |
$9.39K - $10.8K
|
2.48K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-79- 1.71% |
$10K - $11.6K
|
4.55K
$702K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-79- 4.82% |
$10K - $11.6K
|
1.56K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-83- 0.85% |
$10.5K - $12.2K
|
9.71K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-84- 0.31% |
$10.7K - $12.3K
|
26.8K
$4.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-88- 4.5% |
$11.2K - $12.9K
|
1.87K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-90- 1.68% |
$11.4K - $13.2K
|
5.27K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-93- 1.1% |
$11.8K - $13.6K
|
8.35K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-100- 5.01% |
$12.7K - $14.6K
|
1.9K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-103- 5.28% |
$13.1K - $15.1K
|
1.85K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-108- 0.28% |
$13.7K - $15.8K
|
38.7K
$5.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 13.69% |
$14.2K - $16.4K
|
706
$109K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-114- 36.42% |
$14.5K - $16.7K
|
199
$30.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-117- 2.24% |
$14.8K - $17.1K
|
5.11K
$788K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-119- 1.48% |
$15.1K - $17.4K
|
7.94K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-119- 1.2% |
$15.1K - $17.4K
|
9.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-124- 49.8% |
$15.7K - $18.2K
|
125
$19.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 6.1% |
$16.6K - $19.2K
|
2.02K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-135- 0.34% |
$17.1K - $19.8K
|
39.5K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-140- 1.18% |
$17.8K - $20.5K
|
11.7K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-145- 1.56% |
$18.4K - $21.2K
|
9.18K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-150- 24.96% |
$19K - $22K
|
451
$69.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-152- 0.08% |
$19.3K - $22.3K
|
201K
$31.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-163- 3.12% |
$20.7K - $23.9K
|
5.07K
$782K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-168- 6.87% |
$21.3K - $24.6K
|
2.28K
$351K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-170- 53.13% |
$21.6K - $24.9K
|
150
$23.2K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-174- 6.49% |
$22.1K - $25.5K
|
2.51K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-175- 76.75% |
$22.2K - $25.6K
|
53
$8.18K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-184- 15.53% |
$23.3K - $26.9K
|
1K
$155K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-187- 95.9% |
$23.7K - $27.4K
|
8
$1.23K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-187- 0.59% |
$23.7K - $27.4K
|
31.4K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-188- 2.11% |
$23.8K - $27.5K
|
8.73K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-193- 8.01% |
$24.5K - $28.3K
|
2.22K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 0.74% |
$24.9K - $28.7K
|
26.4K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-204- 4.59% |
$25.9K - $29.9K
|
4.25K
$655K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-207- 3.02% |
$26.3K - $30.3K
|
6.64K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-212- 2.28% |
$26.9K - $31K
|
9.08K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-213- 2.85% |
$27K - $31.2K
|
7.27K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-220- 1.92% |
$27.9K - $32.2K
|
11.3K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-222- 8.88% |
$28.2K - $32.5K
|
2.28K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-235- 10.1% |
$29.8K - $34.4K
|
2.09K
$323K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-237- 2.02% |
$30.1K - $34.7K
|
11.5K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-238- 1.0% |
$30.2K - $34.9K
|
23.6K
$3.65M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-242- 0.64% |
$30.7K - $35.4K
|
37.6K
$5.8M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-246- 0.36% |
$31.2K - $36K
|
68.1K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-247- 1.68% |
$31.3K - $36.2K
|
14.4K
$2.23M
|