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
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.28K- 25.88% |
$301K - $332K
|
9.38K
$1.2M
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.34K- 11.98% |
$307K - $337K
|
24.5K
$3.14M
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.41KClosed |
$313K - $345K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.56KClosed |
$327K - $360K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.74K- 10.22% |
$344K - $378K
|
32.9K
$4.22M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.97K- 0.82% |
$365K - $402K
|
479K
$61.5M
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.2K- 5.96% |
$386K - $425K
|
66.3K
$8.51M
|
|
Jul 13, 2021
Q2 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.45K- 35.49% |
$409K - $450K
|
8.08K
$1.04M
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.68K- 89.9% |
$430K - $473K
|
525
$67.4K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.27K- 5.79% |
$484K - $533K
|
85.7K
$11M
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.56K- 28.15% |
$511K - $562K
|
14.2K
$1.82M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.66K- 27.32% |
$520K - $573K
|
15.1K
$1.93M
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-6.43KClosed |
$591K - $651K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.76K- 25.62% |
$621K - $683K
|
19.6K
$2.52M
|
|
Jul 21, 2021
Q2 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-8.49K- 26.35% |
$780K - $859K
|
23.7K
$3.05M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.35K- 2.09% |
$859K - $946K
|
438K
$56.2M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.65K- 3.08% |
$887K - $977K
|
303K
$38.9M
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
SELL
|
- |
-9.69K- 36.99% |
$891K - $980K
|
16.5K
$2.12M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.7K- 1.27% |
$1.17M - $1.29M
|
991K
$127M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.7K- 99.01% |
$1.17M - $1.29M
|
127
$16.3K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14.2K- 5.54% |
$1.3M - $1.44M
|
242K
$31M
|
|
Aug 16, 2021
Q2 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-15.3K- 10.97% |
$1.41M - $1.55M
|
124K
$16M
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-15.5K- 8.75% |
$1.42M - $1.57M
|
162K
$20.7M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.8K- 31.15% |
$1.45M - $1.6M
|
34.9K
$4.48M
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-15.8K- 69.38% |
$1.45M - $1.6M
|
6.97K
$895K
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.2K- 77.67% |
$1.49M - $1.64M
|
4.66K
$598K
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 89.22% |
$1.58M - $1.74M
|
2.08K
$267K
|
|
Aug 05, 2021
Q2 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18.7K- 7.09% |
$1.72M - $1.89M
|
245K
$31.4M
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-24.6K- 95.01% |
$2.26M - $2.49M
|
1.29K
$166K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.8K- 30.77% |
$2.37M - $2.61M
|
58K
$7.44M
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
SELL
|
- |
-27.4K- 13.27% |
$2.51M - $2.77M
|
179K
$23M
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-28.1K- 98.88% |
$2.58M - $2.84M
|
317
$40.7K
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-28.8K- 11.76% |
$2.64M - $2.91M
|
216K
$27.7M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.3K- 59.93% |
$2.7M - $2.97M
|
19.6K
$2.52M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30.9K- 99.52% |
$2.84M - $3.12M
|
148
$19K
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-30.9K- 91.58% |
$2.84M - $3.13M
|
2.85K
$365K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.2K- 2.73% |
$2.87M - $3.16M
|
1.11M
$143M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.8K- 6.32% |
$3.57M - $3.92M
|
575K
$73.8M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.6KClosed |
$4.1M - $4.51M
|
0
$0
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-44.7K- 55.34% |
$4.11M - $4.52M
|
36.1K
$4.63M
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-46.4K- 0.87% |
$4.27M - $4.7M
|
5.31M
$681M
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-57.5K- 92.88% |
$5.28M - $5.82M
|
4.41K
$566K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.8K- 64.93% |
$5.59M - $6.15M
|
32.8K
$4.22M
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-101K- 98.9% |
$9.28M - $10.2M
|
1.13K
$144K
|
|
Jul 26, 2021
Q2 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-338K- 50.62% |
$31.1M - $34.2M
|
330K
$42.3M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-385K- 79.4% |
$35.4M - $38.9M
|
99.9K
$12.8M
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.29M- 99.99% |
$119M - $131M
|
127
$16.3K
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.02M- 99.21% |
$186M - $204M
|
16.1K
$2.07M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.49M- 99.03% |
$229M - $252M
|
24.2K
$3.11M
|