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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.11% |
$110 - $129
|
930
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1+ 0.02% |
$110 - $129
|
4.08K
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.1% |
$110 - $129
|
1.02K
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.32% |
$110 - $129
|
314
$43.6K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$110 - $129
|
3.44K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.03% |
$110 - $129
|
3.11K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$110 - $129
|
6.99K
$970K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.04% |
$110 - $129
|
2.41K
$334K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.02% |
$110 - $129
|
4.24K
$588K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.1% |
$110 - $129
|
1.04K
$144K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2- 0.12% |
$220 - $257
|
1.71K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 1.4% |
$330 - $386
|
212
$29.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.04% |
$330 - $386
|
7.16K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4- 0.07% |
$440 - $514
|
6.01K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5- 0.06% |
$550 - $643
|
8.9K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-12- 0.43% |
$1.32K - $1.54K
|
2.8K
$389K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15- 0.23% |
$1.65K - $1.93K
|
6.65K
$922K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16- 0.74% |
$1.76K - $2.06K
|
2.13K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-16- 0.52% |
$1.76K - $2.06K
|
3.07K
$426K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17- 0.11% |
$1.87K - $2.19K
|
15.8K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-23- 36.51% |
$2.53K - $2.96K
|
40
$5.55K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-24- 0.34% |
$2.64K - $3.09K
|
7.07K
$980K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-25- 1.18% |
$2.75K - $3.21K
|
2.1K
$291K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-26- 3.18% |
$2.86K - $3.34K
|
792
$110K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-27- 0.01% |
$2.97K - $3.47K
|
265K
$36.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27- 45.0% |
$2.97K - $3.47K
|
33
$4.58K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-30- 0.44% |
$3.3K - $3.86K
|
6.86K
$952K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-32- 1.31% |
$3.52K - $4.11K
|
2.42K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-35- 0.59% |
$3.85K - $4.5K
|
5.9K
$819K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-38- 0.22% |
$4.18K - $4.89K
|
17.1K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-46- 2.25% |
$5.06K - $5.92K
|
2K
$278K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-48- 0.41% |
$5.28K - $6.17K
|
11.6K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 2.85% |
$5.5K - $6.43K
|
1.7K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-54- 2.53% |
$5.94K - $6.94K
|
2.08K
$288K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-56- 4.07% |
$6.16K - $7.2K
|
1.32K
$183K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-59- 1.18% |
$6.49K - $7.59K
|
4.94K
$685K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-60- 14.85% |
$6.6K - $7.72K
|
344
$47.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 50.85% |
$6.6K - $7.72K
|
58
$8.05K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-72- 29.03% |
$7.92K - $9.26K
|
176
$24.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-79- 0.57% |
$8.69K - $10.2K
|
13.7K
$1.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 18.31% |
$8.8K - $10.3K
|
357
$49.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-81- 1.51% |
$8.91K - $10.4K
|
5.27K
$732K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-90- 1.0% |
$9.9K - $11.6K
|
8.87K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-94- 8.59% |
$10.3K - $12.1K
|
1K
$139K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-97- 52.72% |
$10.7K - $12.5K
|
87
$12.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-102- 2.82% |
$11.2K - $13.1K
|
3.51K
$487K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-103- 0.62% |
$11.3K - $13.2K
|
16.5K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-105- 23.08% |
$11.5K - $13.5K
|
350
$48.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-107- 5.41% |
$11.8K - $13.8K
|
1.87K
$260K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-109- 28.99% |
$12K - $14K
|
267
$37.1K
|