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 |
---|---|---|---|---|---|---|---|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
194+ 3.99% |
$17.8K - $19.6K
|
5.06K
$702K
|
|
Aug 17, 2021
Q2 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
194+ 0.8% |
$17.8K - $19.6K
|
24.3K
$3.37M
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
188+ 7.02% |
$17.3K - $19K
|
2.87K
$398K
|
|
Aug 16, 2021
Q2 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
175+ 2.79% |
$16.1K - $17.7K
|
6.45K
$895K
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
170+ 0.82% |
$15.6K - $17.2K
|
21K
$2.92M
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
165+ 4.71% |
$15.2K - $16.7K
|
3.67K
$509K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
163+ 136.97% |
$15K - $16.5K
|
282
$39.1K
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
157+ 7.47% |
$14.4K - $15.9K
|
2.26K
$313K
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
153+ 3.0% |
$14.1K - $15.5K
|
5.25K
$728K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
140+ 4.29% |
$12.9K - $14.2K
|
3.4K
$472K
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
138+ 4.82% |
$12.7K - $14K
|
3K
$417K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
137+ 4.78% |
$12.6K - $13.9K
|
3K
$417K
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
126+ 0.65% |
$11.6K - $12.7K
|
19.5K
$2.7M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
120New |
$11K - $12.1K
|
120
$16.7K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115+ 1.54% |
$10.6K - $11.6K
|
7.57K
$1.05M
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
106New |
$9.74K - $10.7K
|
106
$14.7K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$9.19K - $10.1K
|
100
$13.9K
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
93New |
$8.55K - $9.41K
|
93
$12.9K
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
85+ 2.16% |
$7.81K - $8.6K
|
4.02K
$557K
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
78New |
$7.17K - $7.89K
|
78
$10.8K
|
|
Jul 21, 2021
Q2 2021
|
Arrow Financial Corp
|
BUY
|
- |
72New |
$6.62K - $7.28K
|
72
$9.99K
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
60+ 1.49% |
$5.51K - $6.07K
|
4.1K
$569K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
53+ 30.46% |
$4.87K - $5.36K
|
227
$31.5K
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
50New |
$4.6K - $5.06K
|
50
$6.94K
|
|
Aug 03, 2021
Q2 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
50+ 1.84% |
$4.6K - $5.06K
|
2.77K
$384K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
45New |
$4.14K - $4.55K
|
45
$6.25K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43+ 1.8% |
$3.95K - $4.35K
|
2.43K
$338K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
39New |
$3.58K - $3.95K
|
39
$5.41K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.58% |
$2.85K - $3.14K
|
5.38K
$747K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
25New |
$2.3K - $2.53K
|
25
$3.47K
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
25+ 0.26% |
$2.3K - $2.53K
|
9.7K
$1.35M
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
20New |
$1.84K - $2.02K
|
20
$2.78K
|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
20+ 0.33% |
$1.84K - $2.02K
|
6.09K
$845K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
18New |
$1.65K - $1.82K
|
18
$2.5K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17+ 0.28% |
$1.56K - $1.72K
|
6.08K
$843K
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
11+ 6.71% |
$1.01K - $1.11K
|
175
$24.3K
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
8+ 0.06% |
$735 - $809
|
12.8K
$1.78M
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.07% |
$460 - $506
|
6.73K
$934K
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.12% |
$368 - $405
|
3.25K
$450K
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$368 - $405
|
2.62K
$364K
|
|
Jul 29, 2021
Q2 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$276 - $303
|
2.24K
$310K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.31% |
$276 - $303
|
956
$133K
|
|
Jul 09, 2021
Q2 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.01% |
$91.9 - $101
|
8.14K
$1.13M
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$91.9 - $101
|
1
$139
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.24% |
$91.9 - $101
|
411
$57K
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$91.9 - $101
|
1.62K
$224K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$91.9 - $101
|
666
$92.4K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
SELL
|
- |
-2- 0.08% |
$184 - $202
|
2.61K
$363K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7- 0.09% |
$643 - $708
|
8.22K
$1.14M
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9Closed |
$827 - $910
|
0
$0
|