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
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-111- 2.48% |
$12.2K - $14.3K
|
4.37K
$606K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-118- 3.4% |
$13K - $15.2K
|
3.35K
$465K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-121- 3.2% |
$13.3K - $15.6K
|
3.66K
$508K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-127- 23.13% |
$14K - $16.3K
|
422
$58.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-128- 1.55% |
$14.1K - $16.5K
|
8.12K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-130- 0.93% |
$14.3K - $16.7K
|
13.8K
$1.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-135- 1.66% |
$14.8K - $17.4K
|
8K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-141- 1.36% |
$15.5K - $18.1K
|
10.2K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-145- 46.93% |
$15.9K - $18.6K
|
164
$22.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-152- 2.69% |
$16.7K - $19.5K
|
5.5K
$763K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-153- 0.41% |
$16.8K - $19.7K
|
37.6K
$5.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-162- 4.15% |
$17.8K - $20.8K
|
3.75K
$520K
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-168- 1.93% |
$18.5K - $21.6K
|
8.55K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-169- 3.38% |
$18.6K - $21.7K
|
4.84K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-177- 7.48% |
$19.5K - $22.8K
|
2.19K
$304K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-183- 0.74% |
$20.1K - $23.5K
|
24.4K
$3.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-196- 0.84% |
$21.6K - $25.2K
|
23.1K
$3.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-208- 4.96% |
$22.9K - $26.7K
|
3.99K
$553K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-208- 0.98% |
$22.9K - $26.7K
|
21K
$2.92M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-245- 4.54% |
$26.9K - $31.5K
|
5.16K
$715K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-246- 14.04% |
$27.1K - $31.6K
|
1.51K
$209K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-256- 0.41% |
$28.2K - $32.9K
|
61.6K
$8.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-257- 5.17% |
$28.3K - $33K
|
4.71K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-259- 6.07% |
$28.5K - $33.3K
|
4.01K
$556K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-262- 1.56% |
$28.8K - $33.7K
|
16.6K
$2.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-278- 0.94% |
$30.6K - $35.7K
|
29.2K
$4.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-309- 8.86% |
$34K - $39.7K
|
3.18K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-330- 1.12% |
$36.3K - $42.4K
|
29.2K
$4.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-332- 1.14% |
$36.5K - $42.7K
|
28.9K
$4.01M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-336- 54.11% |
$37K - $43.2K
|
285
$39.5K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-349- 16.24% |
$38.4K - $44.9K
|
1.8K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-353- 0.56% |
$38.8K - $45.4K
|
62.4K
$8.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-363- 61.53% |
$39.9K - $46.7K
|
227
$31.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-365- 10.97% |
$40.1K - $46.9K
|
2.96K
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-370- 1.41% |
$40.7K - $47.6K
|
25.9K
$3.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-383- 9.05% |
$42.1K - $49.2K
|
3.85K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-408- 22.57% |
$44.9K - $52.5K
|
1.4K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-409Closed |
$45K - $52.6K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-410- 1.44% |
$45.1K - $52.7K
|
28K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-411- 20.66% |
$45.2K - $52.9K
|
1.58K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-443- 7.42% |
$48.7K - $57K
|
5.53K
$767K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-451- 15.11% |
$49.6K - $58K
|
2.53K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-457- 4.08% |
$50.3K - $58.8K
|
10.7K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-478- 1.43% |
$52.6K - $61.5K
|
33.1K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-483- 27.18% |
$53.1K - $62.1K
|
1.29K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-486- 9.24% |
$53.5K - $62.5K
|
4.77K
$662K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-490- 1.74% |
$53.9K - $63K
|
27.8K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-492- 3.79% |
$54.1K - $63.3K
|
12.5K
$1.73M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-515- 5.9% |
$56.6K - $66.2K
|
8.22K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-545- 10.41% |
$59.9K - $70.1K
|
4.69K
$651K
|