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 |
---|---|---|---|---|---|---|---|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-324- 0.75% |
$26.1K - $34.8K
|
42.7K
$6.16M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-339- 5.49% |
$27.3K - $36.4K
|
5.84K
$841K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-349Closed |
$28.1K - $37.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-349- 29.8% |
$28.1K - $37.5K
|
822
$118K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-357- 89.7% |
$28.8K - $38.4K
|
41
$5.91K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-373Closed |
$30.1K - $40.1K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-394- 58.63% |
$31.8K - $42.4K
|
278
$40.1K
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-409- 2.88% |
$33K - $44K
|
13.8K
$1.99M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-422- 12.8% |
$34K - $45.4K
|
2.87K
$414K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-426Closed |
$34.3K - $45.8K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-430- 1.69% |
$34.7K - $46.2K
|
25K
$3.6M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-453- 8.7% |
$36.5K - $48.7K
|
4.76K
$686K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-465- 3.31% |
$37.5K - $50K
|
13.6K
$1.96M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-487- 11.99% |
$39.3K - $52.3K
|
3.58K
$515K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-529- 1.22% |
$42.6K - $56.9K
|
42.8K
$6.17M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-563Closed |
$45.4K - $60.5K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-575- 1.23% |
$46.4K - $61.8K
|
46.4K
$6.68M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-598- 2.98% |
$48.2K - $64.3K
|
19.5K
$2.81M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-599Closed |
$48.3K - $64.4K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-603- 16.62% |
$48.6K - $64.8K
|
3.03K
$436K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-619- 26.16% |
$49.9K - $66.5K
|
1.75K
$252K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-666- 14.27% |
$53.7K - $71.6K
|
4K
$577K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-677- 16.67% |
$54.6K - $72.8K
|
3.38K
$488K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-711- 2.84% |
$57.3K - $76.4K
|
24.3K
$3.51M
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-749- 2.98% |
$60.4K - $80.5K
|
24.4K
$3.52M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-775- 5.38% |
$62.5K - $83.3K
|
13.6K
$1.97M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-842Closed |
$67.9K - $90.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-866- 12.3% |
$69.8K - $93.1K
|
6.17K
$890K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-926- 1.71% |
$74.6K - $99.5K
|
53.2K
$7.67M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.01K- 4.95% |
$81.4K - $109K
|
19.4K
$2.79M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.05K- 12.63% |
$84.4K - $113K
|
7.24K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.09K- 7.4% |
$87.5K - $117K
|
13.6K
$1.96M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.09K- 13.07% |
$87.5K - $117K
|
7.23K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 68.97% |
$88.7K - $118K
|
495
$71.3K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 4.48% |
$88.9K - $119K
|
23.5K
$3.39M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.16K- 38.48% |
$93.4K - $125K
|
1.85K
$267K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 6.37% |
$101K - $135K
|
18.4K
$2.65M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 18.52% |
$101K - $135K
|
5.52K
$795K
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.29K- 5.02% |
$104K - $138K
|
24.3K
$3.5M
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.3K- 4.46% |
$105K - $140K
|
27.9K
$4.02M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.33K- 1.55% |
$107K - $143K
|
84.3K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.39K- 20.65% |
$112K - $149K
|
5.33K
$768K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.4K- 18.92% |
$113K - $150K
|
6K
$865K
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.46K- 15.15% |
$117K - $156K
|
8.15K
$1.17M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.53K- 2.05% |
$123K - $164K
|
73K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.61K- 7.31% |
$130K - $173K
|
20.4K
$2.95M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.65KClosed |
$133K - $178K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.81K- 7.27% |
$146K - $195K
|
23.1K
$3.33M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.9KClosed |
$153K - $204K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.91KClosed |
$154K - $205K
|
0
$0
|