Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.3K+ 137.5% |
$290K - $322K
|
5.7K
$822K
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.07KNew |
$269K - $300K
|
3.07K
$442K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.06K+ 2.9% |
$269K - $299K
|
109K
$15.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.04KNew |
$267K - $297K
|
3.04K
$439K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3.04K+ 1.05% |
$267K - $297K
|
292K
$42.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.02K+ 183.09% |
$265K - $295K
|
4.67K
$673K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.99K+ 2.52% |
$262K - $291K
|
122K
$17.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.74K+ 1.5% |
$240K - $267K
|
185K
$26.7M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.65K+ 10.43% |
$232K - $258K
|
28K
$4.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.59K+ 15.74% |
$227K - $253K
|
19K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.51K+ 52.59% |
$220K - $245K
|
7.29K
$1.05M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.48KNew |
$218K - $242K
|
2.48K
$357K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.43K+ 4043.33% |
$213K - $237K
|
2.49K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.37K+ 42.05% |
$208K - $231K
|
7.99K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.31KNew |
$203K - $225K
|
2.31K
$333K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$190K - $212K
|
2.17K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
2.16KNew |
$190K - $211K
|
2.16K
$312K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.16KNew |
$189K - $210K
|
2.16K
$311K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.15KNew |
$189K - $210K
|
2.15K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.15KNew |
$189K - $210K
|
2.15K
$310K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.13KNew |
$187K - $208K
|
2.13K
$307K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.13KNew |
$187K - $208K
|
2.13K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.12K+ 92.3% |
$186K - $207K
|
4.42K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.1K+ 79.92% |
$184K - $205K
|
4.73K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.1K+ 1.87% |
$184K - $205K
|
114K
$16.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$184K - $205K
|
2.1K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.08KNew |
$182K - $203K
|
2.08K
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 3.25% |
$158K - $176K
|
57.1K
$8.23M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.69K+ 2.38% |
$148K - $165K
|
72.5K
$10.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.69K+ 2.38% |
$148K - $165K
|
72.5K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.65K+ 12.1% |
$145K - $161K
|
15.3K
$2.21M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.65K+ 12.1% |
$145K - $161K
|
15.3K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.65K+ 5.66% |
$145K - $161K
|
30.8K
$4.44M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.64K+ 13.77% |
$144K - $161K
|
13.6K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 18.09% |
$133K - $148K
|
9.89K
$1.42M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.49K+ 7.46% |
$131K - $145K
|
21.4K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.38K+ 23.93% |
$121K - $134K
|
7.13K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.36K+ 2.88% |
$120K - $133K
|
48.7K
$7.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.36K+ 4.57% |
$119K - $133K
|
31.1K
$4.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 15.46% |
$118K - $131K
|
10K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.34K+ 38.34% |
$118K - $131K
|
4.85K
$699K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.26K+ 3.13% |
$110K - $123K
|
41.4K
$5.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.24K+ 22.51% |
$108K - $121K
|
6.73K
$970K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.23K+ 8.3% |
$108K - $120K
|
16K
$2.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.22K+ 5.47% |
$107K - $119K
|
23.5K
$3.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.19K+ 4.03% |
$104K - $116K
|
30.6K
$4.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.18K+ 2.25% |
$103K - $115K
|
53.6K
$7.73M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.17K+ 5.05% |
$103K - $114K
|
24.3K
$3.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.05KNew |
$91.9K - $102K
|
1.05K
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.03K+ 14.2% |
$90.4K - $101K
|
8.28K
$1.19M
|