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 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 19.49% |
$26.3K - $29.3K
|
1.24K
$179K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-307- 43.36% |
$26.9K - $30K
|
401
$57.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-323- 2.02% |
$28.3K - $31.5K
|
15.7K
$2.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-323- 1.12% |
$28.3K - $31.5K
|
28.5K
$4.11M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-324- 4.29% |
$28.4K - $31.6K
|
7.22K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-326- 4.99% |
$28.6K - $31.8K
|
6.21K
$895K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-330- 26.19% |
$29K - $32.2K
|
930
$134K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-346- 49.15% |
$30.4K - $33.8K
|
358
$51.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-350- 7.61% |
$30.7K - $34.2K
|
4.25K
$613K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-378- 2.62% |
$33.2K - $36.9K
|
14.1K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-387- 3.85% |
$34K - $37.8K
|
9.68K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-413- 1.42% |
$36.2K - $40.3K
|
28.6K
$4.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-416- 36.46% |
$36.5K - $40.6K
|
725
$105K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-428- 9.3% |
$37.6K - $41.8K
|
4.17K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-465- 5.38% |
$40.8K - $45.4K
|
8.18K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-476- 43.55% |
$41.8K - $46.5K
|
617
$88.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-496- 1.25% |
$43.5K - $48.4K
|
39.1K
$5.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-523- 7.39% |
$45.9K - $51.1K
|
6.55K
$944K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-532- 5.43% |
$46.7K - $51.9K
|
9.26K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-538- 6.7% |
$47.2K - $52.5K
|
7.5K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-545- 61.24% |
$47.8K - $53.2K
|
345
$49.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-552- 8.64% |
$48.4K - $53.9K
|
5.83K
$841K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-574- 3.36% |
$50.4K - $56K
|
16.5K
$2.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-585- 10.12% |
$51.3K - $57.1K
|
5.19K
$749K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-586- 1.41% |
$51.4K - $57.2K
|
40.9K
$5.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-594- 1.49% |
$52.1K - $58K
|
39.3K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-604- 33.95% |
$53K - $59K
|
1.18K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-617- 11.49% |
$54.2K - $60.2K
|
4.75K
$685K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-661- 10.78% |
$58K - $64.5K
|
5.47K
$789K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-683- 6.55% |
$59.9K - $66.7K
|
9.75K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-750- 5.45% |
$65.8K - $73.2K
|
13K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-754- 24.34% |
$66.2K - $73.6K
|
2.34K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-775- 11.22% |
$68K - $75.7K
|
6.13K
$884K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-792- 0.59% |
$69.5K - $77.3K
|
134K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-798- 13.8% |
$70K - $77.9K
|
4.99K
$719K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-799- 19.85% |
$70.1K - $78K
|
3.23K
$465K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-869- 5.67% |
$76.3K - $84.8K
|
14.4K
$2.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-913- 23.46% |
$80.1K - $89.1K
|
2.98K
$429K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-916- 48.01% |
$80.4K - $89.4K
|
992
$143K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-935- 4.23% |
$82.1K - $91.3K
|
21.2K
$3.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-939- 0.69% |
$82.4K - $91.7K
|
136K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-952- 10.64% |
$83.6K - $93K
|
8K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-979- 1.11% |
$85.9K - $95.6K
|
87.4K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-991- 5.7% |
$87K - $96.8K
|
16.4K
$2.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.03K- 4.34% |
$90.5K - $101K
|
22.7K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 1.71% |
$103K - $114K
|
67.3K
$9.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.24K- 12.37% |
$109K - $121K
|
8.82K
$1.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.27K- 12.11% |
$112K - $124K
|
9.25K
$1.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 1.04% |
$115K - $128K
|
125K
$18M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.45K- 4.84% |
$127K - $142K
|
28.5K
$4.11M
|