Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.82K+ 84.83% |
$351K - $386K
|
8.32K
$1.15M
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
3.59K+ 18.75% |
$330K - $364K
|
22.8K
$3.16M
|
|
Jul 26, 2021
Q2 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
3.42K+ 33.53% |
$314K - $346K
|
13.6K
$1.89M
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.39KNew |
$312K - $343K
|
3.39K
$471K
|
|
Aug 16, 2021
Q2 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.24K+ 32.02% |
$298K - $328K
|
13.4K
$1.85M
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.19KNew |
$293K - $323K
|
3.19K
$443K
|
|
Aug 13, 2021
Q2 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$286K - $315K
|
3.11K
$432K
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.02K+ 3.22% |
$278K - $306K
|
96.9K
$13.4M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3KNew |
$276K - $304K
|
3K
$417K
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.79KNew |
$256K - $282K
|
2.79K
$387K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.75KNew |
$253K - $278K
|
2.75K
$382K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.7K+ 10.07% |
$248K - $273K
|
29.5K
$4.09M
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
2.61K+ 12.54% |
$240K - $264K
|
23.4K
$3.25M
|
|
Jul 27, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
2.6K+ 100.0% |
$239K - $263K
|
5.2K
$722K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49K+ 5.24% |
$228K - $251K
|
49.9K
$6.93M
|
|
Aug 13, 2021
Q2 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.42KNew |
$223K - $245K
|
2.42K
$336K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.42K+ 5.49% |
$222K - $244K
|
46.4K
$6.44M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
2.4K+ 13.13% |
$221K - $243K
|
20.7K
$2.87M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.38K+ 0.96% |
$219K - $241K
|
250K
$34.7M
|
|
Jul 23, 2021
Q2 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.29K+ 1.25% |
$211K - $232K
|
186K
$25.8M
|
|
Aug 16, 2021
Q2 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
2.25K+ 18.33% |
$207K - $228K
|
14.5K
$2.02M
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.21KNew |
$203K - $223K
|
2.21K
$306K
|
|
Jul 22, 2021
Q2 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$202K - $222K
|
2.19K
$305K
|
|
Jul 23, 2021
Q2 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$198K - $217K
|
2.15K
$298K
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.09KNew |
$192K - $211K
|
2.09K
$290K
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.06KNew |
$189K - $208K
|
2.06K
$285K
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.04KNew |
$188K - $207K
|
2.04K
$284K
|
|
Jul 28, 2021
Q2 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.03KNew |
$186K - $205K
|
2.03K
$281K
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.02KNew |
$185K - $204K
|
2.02K
$280K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$184K - $203K
|
2.01K
$278K
|
|
Jul 12, 2021
Q2 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
2KNew |
$184K - $202K
|
2K
$278K
|
|
Aug 11, 2021
Q2 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2KNew |
$184K - $202K
|
2K
$278K
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.99KNew |
$183K - $201K
|
1.99K
$276K
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.97K+ 6.54% |
$181K - $199K
|
32.1K
$4.45M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.92K+ 24.77% |
$176K - $194K
|
9.66K
$1.34M
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
1.92KNew |
$176K - $194K
|
1.92K
$266K
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.87K+ 5.79% |
$172K - $189K
|
34.1K
$4.74M
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.87K+ 8.05% |
$171K - $189K
|
25K
$3.47M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.83K+ 12.21% |
$169K - $186K
|
16.9K
$2.34M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.83K+ 1.04% |
$168K - $185K
|
177K
$24.6M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81K+ 5.0% |
$167K - $183K
|
38.1K
$5.28M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 13.88% |
$159K - $175K
|
14.2K
$1.98M
|
|
Aug 16, 2021
Q2 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.72K+ 11.01% |
$158K - $174K
|
17.3K
$2.4M
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
1.65K+ 69.84% |
$152K - $167K
|
4.02K
$557K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 0.74% |
$151K - $166K
|
224K
$31M
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
BUY
|
- |
1.56K+ 19.26% |
$143K - $158K
|
9.66K
$1.34M
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
BUY
|
- |
1.49K+ 1.61% |
$136K - $150K
|
93.9K
$13M
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.35K+ 3.04% |
$124K - $137K
|
45.8K
$6.35M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 19.04% |
$123K - $136K
|
8.39K
$1.16M
|
|
Jul 29, 2021
Q2 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.27K+ 3.73% |
$116K - $128K
|
35.2K
$4.88M
|