Purchases and Sales Made in Q2 2022 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 2022. 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 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.03K+ 10.93% |
$244K - $326K
|
30.7K
$4.43M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
2.96KNew |
$238K - $318K
|
2.96K
$426K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.95K+ 15.55% |
$238K - $317K
|
21.9K
$3.16M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.85K+ 3.28% |
$229K - $306K
|
89.6K
$12.9M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$227K - $303K
|
2.82K
$407K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.79KNew |
$225K - $300K
|
2.79K
$403K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.72KNew |
$219K - $292K
|
2.72K
$392K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.6K+ 12.88% |
$210K - $280K
|
22.8K
$3.29M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.58K+ 51.06% |
$208K - $277K
|
7.63K
$1.1M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.54K+ 1.14% |
$205K - $273K
|
226K
$32.5M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.41K+ 12.88% |
$195K - $259K
|
21.1K
$3.05M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2.3K+ 19.79% |
$185K - $247K
|
13.9K
$2M
|
|
Oct 17, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
2.24K+ 23.85% |
$181K - $241K
|
11.6K
$1.68M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.23K+ 4.22% |
$179K - $239K
|
54.9K
$7.92M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.19KNew |
$177K - $236K
|
2.19K
$316K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.17KNew |
$175K - $234K
|
2.17K
$313K
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.05K+ 8.28% |
$165K - $220K
|
26.7K
$3.85M
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.72K+ 11.19% |
$139K - $185K
|
17.1K
$2.47M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.67K+ 13.19% |
$135K - $180K
|
14.3K
$2.07M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.63K+ 2033.75% |
$131K - $175K
|
1.71K
$246K
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 1.65% |
$126K - $168K
|
96.3K
$13.9M
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.49K+ 6.52% |
$120K - $161K
|
24.4K
$3.52M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 22.55% |
$114K - $152K
|
7.69K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.22K+ 15.49% |
$98.6K - $131K
|
9.12K
$1.31M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.19K+ 115.53% |
$95.9K - $128K
|
2.22K
$320K
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.1K+ 3.03% |
$88.7K - $118K
|
37.4K
$5.39M
|
|
Dec 26, 2024
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.07K+ 63.53% |
$86.1K - $115K
|
2.75K
$396K
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
950+ 12.66% |
$76.6K - $102K
|
8.45K
$1.22M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
902+ 32.23% |
$72.7K - $97K
|
3.7K
$533K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
890+ 6.2% |
$71.7K - $95.7K
|
15.2K
$2.2M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
857+ 15.83% |
$69.1K - $92.1K
|
6.27K
$904K
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
818+ 9.91% |
$65.9K - $87.9K
|
9.07K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
777+ 37.45% |
$62.6K - $83.5K
|
2.85K
$411K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
721+ 15.5% |
$58.1K - $77.5K
|
5.37K
$774K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
705New |
$56.8K - $75.8K
|
705
$102K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
689+ 1.84% |
$55.5K - $74.1K
|
38.2K
$5.51M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
674New |
$54.3K - $72.4K
|
674
$97.2K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
655+ 689.47% |
$52.8K - $70.4K
|
750
$108K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
635+ 15.97% |
$51.2K - $68.3K
|
4.61K
$665K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
627+ 2.4% |
$50.5K - $67.4K
|
26.7K
$3.86M
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
618+ 0.59% |
$49.8K - $66.4K
|
105K
$15.2M
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
602+ 15.01% |
$48.5K - $64.7K
|
4.61K
$665K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
586+ 0.33% |
$47.2K - $63K
|
178K
$25.6M
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
556+ 8.99% |
$44.8K - $59.8K
|
6.74K
$972K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
511+ 10.49% |
$41.2K - $54.9K
|
5.38K
$776K
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
500+ 5.32% |
$40.3K - $53.7K
|
9.9K
$1.43M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500+ 11.85% |
$40.3K - $53.7K
|
4.72K
$680K
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
495+ 15.12% |
$39.9K - $53.2K
|
3.77K
$543K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
483+ 6.31% |
$38.9K - $51.9K
|
8.14K
$1.17M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
455New |
$36.7K - $48.9K
|
455
$65.6K
|