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 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-256- 1.99% |
$32.5K - $37.5K
|
12.6K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-257- 5.68% |
$32.6K - $37.6K
|
4.27K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-261- 4.38% |
$33.1K - $38.2K
|
5.69K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-265- 4.38% |
$33.6K - $38.8K
|
5.79K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-274- 3.19% |
$34.8K - $40.1K
|
8.32K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-277- 0.7% |
$35.1K - $40.6K
|
39.2K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-285- 14.17% |
$36.2K - $41.7K
|
1.73K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-295- 13.35% |
$37.4K - $43.2K
|
1.92K
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-295- 8.01% |
$37.4K - $43.2K
|
3.39K
$523K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-310- 6.21% |
$39.3K - $45.4K
|
4.69K
$723K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-320- 6.4% |
$40.6K - $46.9K
|
4.68K
$722K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 6.5% |
$40.7K - $47K
|
4.62K
$713K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-345- 9.58% |
$43.8K - $50.5K
|
3.26K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-352- 1.0% |
$44.7K - $51.6K
|
34.7K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-362- 3.39% |
$45.9K - $53K
|
10.3K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-380- 3.71% |
$48.2K - $55.7K
|
9.86K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-385- 6.92% |
$48.8K - $56.4K
|
5.18K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-386- 7.51% |
$49K - $56.5K
|
4.76K
$734K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-394- 0.65% |
$50K - $57.7K
|
60.3K
$9.31M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-405- 8.22% |
$51.4K - $59.3K
|
4.53K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-408- 2.09% |
$51.8K - $59.8K
|
19.1K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-410- 6.09% |
$52K - $60K
|
6.33K
$976K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-419- 5.6% |
$53.2K - $61.4K
|
7.06K
$1.09M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-431- 3.93% |
$54.7K - $63.1K
|
10.5K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-432- 14.23% |
$54.8K - $63.3K
|
2.6K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-434- 14.07% |
$55.1K - $63.6K
|
2.65K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-445- 6.66% |
$56.5K - $65.2K
|
6.24K
$963K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-464- 0.66% |
$58.9K - $68K
|
70.1K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-467- 3.78% |
$59.2K - $68.4K
|
11.9K
$1.83M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-474- 0.69% |
$60.1K - $69.4K
|
68.4K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-475- 10.0% |
$60.3K - $69.6K
|
4.28K
$660K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-485- 22.56% |
$61.5K - $71K
|
1.67K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-503- 8.64% |
$63.8K - $73.7K
|
5.32K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-512- 6.37% |
$65K - $75K
|
7.53K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-519- 11.81% |
$65.8K - $76K
|
3.88K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-536- 11.93% |
$68K - $78.5K
|
3.96K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-540- 2.49% |
$68.5K - $79.1K
|
21.1K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-563- 0.47% |
$71.4K - $82.5K
|
119K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-568- 16.85% |
$72.1K - $83.2K
|
2.8K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-569- 66.47% |
$72.2K - $83.3K
|
287
$44.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-583- 0.53% |
$74K - $85.4K
|
109K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-594- 19.53% |
$75.4K - $87K
|
2.45K
$378K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-599- 1.53% |
$76K - $87.7K
|
38.5K
$5.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-619- 19.01% |
$78.5K - $90.7K
|
2.64K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-654- 9.35% |
$83K - $95.8K
|
6.34K
$979K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-664- 4.7% |
$84.2K - $97.2K
|
13.5K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-676- 16.33% |
$85.8K - $99K
|
3.46K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-708- 29.06% |
$89.8K - $104K
|
1.73K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-731- 17.17% |
$92.7K - $107K
|
3.53K
$544K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-738- 1.86% |
$93.6K - $108K
|
38.9K
$6.01M
|