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 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-430Closed |
$39.5K - $43.5K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-453- 3.06% |
$41.6K - $45.8K
|
14.4K
$1.99M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-485- 3.44% |
$44.6K - $49.1K
|
13.6K
$1.89M
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-490Closed |
$45K - $49.6K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-500- 18.43% |
$46K - $50.6K
|
2.21K
$307K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-525- 5.72% |
$48.3K - $53.1K
|
8.65K
$1.2M
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-526- 7.52% |
$48.3K - $53.2K
|
6.47K
$898K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-535- 86.99% |
$49.2K - $54.1K
|
80
$11.1K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-566- 51.13% |
$52K - $57.3K
|
541
$75.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-613- 30.84% |
$56.3K - $62K
|
1.38K
$191K
|
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-623- 8.31% |
$57.3K - $63K
|
6.87K
$954K
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-639Closed |
$58.7K - $64.6K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-640- 0.76% |
$58.8K - $64.7K
|
83.9K
$11.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-645- 8.73% |
$59.3K - $65.2K
|
6.74K
$936K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-655- 9.34% |
$60.2K - $66.3K
|
6.36K
$882K
|
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-680- 3.84% |
$62.5K - $68.8K
|
17K
$2.36M
|
|
|
Jul 19, 2021
Q2 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-744- 6.02% |
$68.4K - $75.3K
|
11.6K
$1.61M
|
|
|
Jul 27, 2021
Q2 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-762- 1.58% |
$70K - $77.1K
|
47.6K
$6.61M
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-785- 7.16% |
$72.1K - $79.4K
|
10.2K
$1.41M
|
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-890- 30.04% |
$81.8K - $90K
|
2.07K
$288K
|
|
|
Aug 09, 2021
Q2 2021
|
Cim, LLC
|
SELL
|
- |
-972- 7.98% |
$89.3K - $98.3K
|
11.2K
$1.56M
|
|
|
Aug 04, 2021
Q2 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.02K- 21.2% |
$93.7K - $103K
|
3.79K
$526K
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1.03KClosed |
$94.6K - $104K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.03KClosed |
$94.9K - $104K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Planning Directions Inc
|
SELL
|
- |
-1.11K- 4.23% |
$102K - $112K
|
25.1K
$3.49M
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.12K- 86.31% |
$103K - $114K
|
178
$24.7K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.14K- 22.27% |
$105K - $115K
|
3.98K
$552K
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.22K- 12.58% |
$112K - $123K
|
8.44K
$1.17M
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-1.24K- 7.17% |
$114K - $125K
|
16K
$2.22M
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.24K- 3.08% |
$114K - $126K
|
39.1K
$5.43M
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.33K- 19.66% |
$122K - $134K
|
5.42K
$753K
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.37KClosed |
$126K - $138K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 1.5% |
$132K - $146K
|
94.7K
$13.1M
|
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.55K- 42.75% |
$142K - $156K
|
2.07K
$287K
|
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 2.44% |
$146K - $161K
|
63.5K
$8.81M
|
|
|
Jul 19, 2021
Q2 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.77K- 7.93% |
$162K - $179K
|
20.5K
$2.84M
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.79K- 9.77% |
$165K - $181K
|
16.5K
$2.29M
|
|
|
Aug 10, 2021
Q2 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.8K- 2.8% |
$165K - $182K
|
62.3K
$8.65M
|
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.98K- 30.8% |
$182K - $201K
|
4.46K
$619K
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.22K- 18.12% |
$204K - $224K
|
10K
$1.39M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.23KClosed |
$205K - $226K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Camden Capital, LLC
|
SELL
|
- |
-2.28KClosed |
$209K - $230K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.28K- 4.21% |
$209K - $230K
|
51.9K
$7.2M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-2.33K- 3.05% |
$214K - $236K
|
74K
$10.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.35K- 2.37% |
$216K - $237K
|
96.6K
$13.4M
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.36K- 24.24% |
$217K - $239K
|
7.38K
$1.02M
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.51K- 12.16% |
$231K - $254K
|
18.1K
$2.52M
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.66K- 5.34% |
$244K - $269K
|
47.1K
$6.54M
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.76KClosed |
$254K - $280K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.24K- 15.44% |
$298K - $328K
|
17.8K
$2.46M
|