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 |
---|---|---|---|---|---|---|---|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.03KNew |
$90.1K - $100K
|
1.03K
$148K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
947+ 15.19% |
$83.1K - $92.5K
|
7.18K
$1.04M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
921+ 6.07% |
$80.8K - $89.9K
|
16.1K
$2.32M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
920New |
$80.7K - $89.8K
|
920
$133K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
890+ 3.78% |
$78.1K - $86.9K
|
24.4K
$3.52M
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
888+ 22.65% |
$77.9K - $86.7K
|
4.81K
$693K
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
827+ 3.5% |
$72.6K - $80.7K
|
24.5K
$3.52M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
775+ 4.68% |
$68K - $75.7K
|
17.3K
$2.5M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
690+ 2.79% |
$60.6K - $67.4K
|
25.4K
$3.66M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
673+ 5.69% |
$59.1K - $65.7K
|
12.5K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
655+ 13.76% |
$57.5K - $64K
|
5.42K
$781K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
634+ 12.95% |
$55.6K - $61.9K
|
5.53K
$797K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
603+ 10.05% |
$52.9K - $58.9K
|
6.6K
$952K
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
591New |
$51.9K - $57.7K
|
591
$85.2K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
554+ 3.28% |
$48.6K - $54.1K
|
17.4K
$2.51M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
544+ 10.21% |
$47.7K - $53.1K
|
5.87K
$846K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
540+ 5.71% |
$47.4K - $52.7K
|
10K
$1.44M
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
531+ 4.42% |
$46.6K - $51.8K
|
12.5K
$1.81M
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
525New |
$46.1K - $51.3K
|
525
$75.7K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
506+ 51.58% |
$44.4K - $49.4K
|
1.49K
$214K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
497+ 12.24% |
$43.6K - $48.5K
|
4.56K
$657K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
470New |
$41.3K - $45.9K
|
470
$67.7K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
468New |
$41.1K - $45.7K
|
468
$67.5K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
439+ 13.85% |
$38.5K - $42.9K
|
3.61K
$520K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
430+ 206.73% |
$37.7K - $42K
|
638
$92K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
425New |
$37.3K - $41.5K
|
425
$61.3K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
413+ 18.11% |
$36.2K - $40.3K
|
2.69K
$388K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
382+ 13.51% |
$33.5K - $37.3K
|
3.21K
$463K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
381+ 6.15% |
$33.4K - $37.2K
|
6.58K
$948K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
368New |
$32.3K - $35.9K
|
368
$53K
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
363+ 13.41% |
$31.9K - $35.4K
|
3.07K
$442K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
306+ 11.53% |
$26.9K - $29.9K
|
2.96K
$427K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
298New |
$26.2K - $29.1K
|
298
$43K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
293+ 3.13% |
$25.7K - $28.6K
|
9.64K
$1.39M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
290+ 7.79% |
$25.5K - $28.3K
|
4.02K
$579K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
288+ 7.69% |
$25.3K - $28.1K
|
4.04K
$582K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
275+ 1.49% |
$24.1K - $26.9K
|
18.7K
$2.7M
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
272+ 2.98% |
$23.9K - $26.6K
|
9.4K
$1.36M
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
250+ 5.49% |
$21.9K - $24.4K
|
4.81K
$693K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
237+ 7.02% |
$20.8K - $23.1K
|
3.61K
$521K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
235+ 5.48% |
$20.6K - $22.9K
|
4.53K
$652K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
218+ 2180.0% |
$19.1K - $21.3K
|
228
$32.9K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
210New |
$18.4K - $20.5K
|
210
$30.3K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
205+ 47.67% |
$18K - $20K
|
635
$91.5K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
205+ 2.14% |
$18K - $20K
|
9.81K
$1.41M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
197+ 0.27% |
$17.3K - $19.2K
|
72.2K
$10.4M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
186+ 1.08% |
$16.3K - $18.2K
|
17.5K
$2.52M
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
182+ 0.18% |
$16K - $17.8K
|
98.6K
$14.2M
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
178+ 1.93% |
$15.6K - $17.4K
|
9.38K
$1.35M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
151+ 1.75% |
$13.3K - $14.7K
|
8.78K
$1.27M
|