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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.97K- 8.73% |
$240K - $319K
|
31.1K
$4.48M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-2.98KClosed |
$240K - $320K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3K- 8.33% |
$242K - $322K
|
33K
$4.76M
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.32KClosed |
$268K - $357K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.42K- 2.03% |
$276K - $368K
|
165K
$23.8M
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.52K- 9.25% |
$284K - $378K
|
34.5K
$4.97M
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.62K- 14.93% |
$292K - $390K
|
20.7K
$2.98M
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 5.27% |
$298K - $397K
|
66.3K
$9.56M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.77K- 2.06% |
$304K - $406K
|
180K
$25.9M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.79K- 39.02% |
$305K - $407K
|
5.92K
$853K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.79K- 39.02% |
$305K - $407K
|
5.92K
$853K
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.79K- 22.67% |
$306K - $408K
|
12.9K
$1.87M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.81K- 21.95% |
$307K - $409K
|
13.5K
$1.95M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.88K- 88.07% |
$312K - $417K
|
525
$75.7K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 5.45% |
$318K - $424K
|
68.4K
$9.86M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.98K- 15.03% |
$321K - $427K
|
22.5K
$3.24M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-4.49KClosed |
$362K - $483K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-4.53K- 17.58% |
$365K - $487K
|
21.2K
$3.06M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.62K- 10.91% |
$372K - $496K
|
37.7K
$5.44M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4.79K- 6.96% |
$386K - $514K
|
64K
$9.22M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.83KClosed |
$390K - $520K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-4.97KClosed |
$401K - $534K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.08K- 14.49% |
$410K - $546K
|
30K
$4.32M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.22K- 37.58% |
$421K - $561K
|
8.67K
$1.25M
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-5.55K- 1.34% |
$447K - $596K
|
408K
$58.8M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.65KClosed |
$455K - $607K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.68K- 22.79% |
$458K - $611K
|
19.3K
$2.78M
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-5.8K- 19.61% |
$468K - $623K
|
23.8K
$3.43M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6K- 2.82% |
$484K - $645K
|
207K
$29.8M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.21K- 4.01% |
$581K - $775K
|
173K
$24.9M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.01K- 6.91% |
$645K - $860K
|
108K
$15.6M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.19K- 44.65% |
$660K - $880K
|
10.2K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.79K- 1.93% |
$709K - $945K
|
446K
$64.3M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.95K- 31.93% |
$722K - $962K
|
19.1K
$2.75M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9.69K- 3.88% |
$781K - $1.04M
|
240K
$34.6M
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-9.95K- 4.8% |
$802K - $1.07M
|
197K
$28.4M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 0.73% |
$814K - $1.09M
|
1.37M
$197M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.5KClosed |
$926K - $1.23M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 5.09% |
$934K - $1.24M
|
216K
$31.1M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-13.4K- 8.98% |
$1.08M - $1.44M
|
136K
$19.6M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.8K- 1.46% |
$1.11M - $1.48M
|
933K
$134M
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-14KClosed |
$1.13M - $1.5M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 18.35% |
$1.19M - $1.58M
|
65.5K
$9.44M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.6K- 17.93% |
$1.26M - $1.68M
|
71.5K
$10.3M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 7.36% |
$1.51M - $2.02M
|
236K
$34.1M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-20.3KClosed |
$1.64M - $2.19M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-24.3K- 67.62% |
$1.96M - $2.61M
|
11.6K
$1.68M
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25.9K- 6.84% |
$2.08M - $2.78M
|
352K
$50.8M
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-26K- 30.82% |
$2.1M - $2.8M
|
58.4K
$8.42M
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-29.9K- 36.63% |
$2.41M - $3.21M
|
51.7K
$7.45M
|