Purchases and Sales Made in Q2 2024 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 2024. 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 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.69K- 1.93% |
$296K - $346K
|
137K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.7K- 50.0% |
$297K - $347K
|
2.7K
$374K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-2.79K- 1.13% |
$306K - $358K
|
244K
$33.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.9K- 7.81% |
$319K - $373K
|
34.2K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.94K- 55.59% |
$323K - $378K
|
2.35K
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 4.49% |
$329K - $384K
|
63.6K
$8.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-3.19K- 3.45% |
$351K - $410K
|
89.4K
$12.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 2.85% |
$352K - $411K
|
109K
$15.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.35K- 7.03% |
$369K - $431K
|
44.3K
$6.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-3.55K- 7.95% |
$391K - $457K
|
41.1K
$5.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.56K- 1.2% |
$502K - $587K
|
377K
$52.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.07K- 8.03% |
$557K - $652K
|
58K
$8.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.53K- 0.38% |
$608K - $711K
|
1.46M
$202M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.6K- 4.89% |
$616K - $721K
|
109K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.69K- 2.26% |
$625K - $731K
|
246K
$34.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.93K- 4.72% |
$652K - $762K
|
120K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.94K- 5.81% |
$654K - $764K
|
96.4K
$13.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.03K- 0.96% |
$663K - $775K
|
625K
$86.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.2K- 76.12% |
$682K - $797K
|
1.95K
$270K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.8K- 1.28% |
$747K - $874K
|
525K
$72.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.08K- 3.04% |
$779K - $910K
|
225K
$31.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.38K- 3.31% |
$812K - $949K
|
216K
$30M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.61K- 5.63% |
$947K - $1.11M
|
144K
$20M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.63K- 1.02% |
$949K - $1.11M
|
836K
$116M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-8.66K- 16.49% |
$953K - $1.11M
|
43.9K
$6.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.75K- 6.23% |
$1.07M - $1.25M
|
147K
$20.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.3K- 9.31% |
$1.13M - $1.33M
|
100K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.5K- 4.25% |
$1.15M - $1.35M
|
236K
$32.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-10.6K- 5.22% |
$1.16M - $1.36M
|
192K
$26.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.9K- 3.78% |
$1.2M - $1.4M
|
278K
$38.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 39.67% |
$1.25M - $1.46M
|
17.3K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.1K- 8.67% |
$1.55M - $1.81M
|
148K
$20.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 8.86% |
$1.67M - $1.95M
|
156K
$21.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-15.3K- 5.68% |
$1.69M - $1.97M
|
255K
$35.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-15.5K- 70.35% |
$1.7M - $1.99M
|
6.52K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.7K- 19.18% |
$1.73M - $2.02M
|
66.3K
$9.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.9K- 97.7% |
$1.75M - $2.04M
|
375
$52K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16.4K- 2.76% |
$1.81M - $2.11M
|
580K
$80.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-16.6K- 7.47% |
$1.82M - $2.13M
|
205K
$28.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.9K- 6.27% |
$1.86M - $2.17M
|
252K
$35M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-17.5K- 95.92% |
$1.92M - $2.25M
|
743
$103K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.7K- 33.56% |
$1.94M - $2.27M
|
35K
$4.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-18.5K- 42.39% |
$2.04M - $2.38M
|
25.2K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.6K- 87.86% |
$2.05M - $2.39M
|
2.57K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.9K- 19.41% |
$2.19M - $2.56M
|
82.6K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.4K- 73.75% |
$2.35M - $2.75M
|
7.6K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-21.7K- 33.04% |
$2.39M - $2.79M
|
44K
$6.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-22.7K- 8.19% |
$2.49M - $2.91M
|
254K
$35.2M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-23.3K- 75.02% |
$2.56M - $2.99M
|
7.75K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-26.9K- 34.18% |
$2.96M - $3.47M
|
51.9K
$7.2M
|