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 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.47K- 6.13% |
$129K - $143K
|
22.5K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.53K- 0.69% |
$134K - $149K
|
218K
$31.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 1.11% |
$134K - $149K
|
136K
$19.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.56K- 5.42% |
$137K - $152K
|
27.2K
$3.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.59K- 19.37% |
$139K - $155K
|
6.61K
$953K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.61K- 9.62% |
$141K - $157K
|
15.1K
$2.18M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.72K- 5.88% |
$151K - $168K
|
27.5K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 3.41% |
$159K - $177K
|
51.3K
$7.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.82K- 44.77% |
$160K - $178K
|
2.24K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.83K- 5.86% |
$160K - $178K
|
29.4K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.98K- 27.4% |
$174K - $193K
|
5.24K
$755K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.02K- 6.47% |
$178K - $198K
|
29.3K
$4.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.15K- 9.43% |
$188K - $209K
|
20.6K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.15K- 15.6% |
$189K - $210K
|
11.6K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.15K- 11.82% |
$189K - $210K
|
16.1K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.2K- 29.05% |
$193K - $215K
|
5.37K
$774K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-2.21K- 5.95% |
$194K - $215K
|
34.9K
$5.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.27K- 3.22% |
$199K - $221K
|
68.2K
$9.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.34K- 7.83% |
$206K - $229K
|
27.6K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.44K- 5.71% |
$214K - $238K
|
40.3K
$5.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.46K- 0.78% |
$216K - $240K
|
312K
$45M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.53K- 27.65% |
$222K - $247K
|
6.63K
$956K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.55K- 6.22% |
$224K - $249K
|
38.5K
$5.55M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-2.68K- 20.57% |
$235K - $261K
|
10.3K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.73K- 0.79% |
$239K - $266K
|
341K
$49.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.73K- 5.12% |
$239K - $266K
|
50.6K
$7.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.82K- 34.47% |
$248K - $275K
|
5.36K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.88K- 7.29% |
$253K - $282K
|
36.7K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.07K- 43.0% |
$269K - $299K
|
4.07K
$586K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.12K- 27.69% |
$273K - $304K
|
8.13K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-3.29K- 1.58% |
$288K - $321K
|
205K
$29.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.71K- 13.75% |
$326K - $362K
|
23.3K
$3.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.55K- 4.36% |
$399K - $444K
|
99.8K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.75K- 5.23% |
$417K - $463K
|
86.1K
$12.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.86K- 31.99% |
$426K - $474K
|
10.3K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-5.04K- 18.58% |
$443K - $492K
|
22.1K
$3.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.15K- 4.54% |
$452K - $503K
|
108K
$15.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.42K- 27.58% |
$476K - $529K
|
14.2K
$2.05M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5.76K- 5.63% |
$505K - $562K
|
96.6K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.76K- 73.91% |
$506K - $563K
|
2.03K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5.96K- 1.61% |
$523K - $582K
|
363K
$52.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.23K- 9.88% |
$547K - $609K
|
56.8K
$8.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.67K- 19.1% |
$585K - $651K
|
28.2K
$4.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-6.8K- 6.67% |
$597K - $664K
|
95.2K
$13.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.18K- 0.72% |
$630K - $701K
|
984K
$142M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.64K- 1.28% |
$671K - $746K
|
589K
$85M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.48K- 4.23% |
$745K - $828K
|
192K
$27.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.99K- 3.31% |
$789K - $877K
|
262K
$37.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.08K- 6.36% |
$797K - $887K
|
134K
$19.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.1K- 4.37% |
$885K - $985K
|
221K
$31.8M
|