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 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-549- 6.07% |
$60.4K - $70.6K
|
8.5K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-568- 3.01% |
$62.5K - $73K
|
18.3K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-573- 10.96% |
$63K - $73.7K
|
4.65K
$638K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-596- 60.57% |
$65.5K - $76.6K
|
388
$53.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-603- 6.4% |
$66.3K - $77.5K
|
8.82K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-617- 3.08% |
$67.9K - $79.3K
|
19.4K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-618- 8.8% |
$68K - $79.5K
|
6.41K
$879K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-622- 20.47% |
$68.4K - $80K
|
2.42K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-653- 0.68% |
$71.8K - $84K
|
96K
$13.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-673- 1.83% |
$74K - $86.5K
|
36.1K
$4.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-700- 0.72% |
$77K - $90K
|
96.8K
$13.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-720- 29.13% |
$79.2K - $92.6K
|
1.75K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-721- 1.05% |
$79.3K - $92.7K
|
68.2K
$9.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-724- 15.61% |
$79.6K - $93.1K
|
3.91K
$537K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-748- 7.57% |
$82.3K - $96.2K
|
9.14K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-750- 2.53% |
$82.5K - $96.4K
|
29K
$3.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-752- 2.62% |
$82.7K - $96.7K
|
27.9K
$3.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-767- 0.45% |
$84.4K - $98.6K
|
171K
$23.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-830- 10.04% |
$91.3K - $107K
|
7.44K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-875- 3.33% |
$96.2K - $113K
|
25.4K
$3.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-919- 1.21% |
$101K - $118K
|
75.1K
$10.3M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-954- 12.86% |
$105K - $123K
|
6.46K
$887K
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-957- 1.84% |
$105K - $123K
|
50.9K
$6.99M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-986- 7.04% |
$108K - $127K
|
13K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.01K- 1.21% |
$111K - $129K
|
82.1K
$11.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.03K- 32.26% |
$113K - $133K
|
2.17K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 11.06% |
$116K - $135K
|
8.47K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.08K- 7.47% |
$118K - $138K
|
13.3K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.13K- 27.87% |
$124K - $145K
|
2.92K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.21K- 7.48% |
$133K - $155K
|
14.9K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.21K- 12.39% |
$133K - $156K
|
8.57K
$1.18M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-1.21K- 9.93% |
$133K - $156K
|
11K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.25K- 15.63% |
$137K - $161K
|
6.75K
$926K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.28K- 0.7% |
$141K - $164K
|
180K
$24.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.28K- 13.85% |
$141K - $165K
|
7.98K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.32K- 7.91% |
$145K - $169K
|
15.3K
$2.11M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.35K- 3.4% |
$148K - $173K
|
38.3K
$5.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 2.02% |
$151K - $176K
|
66.6K
$9.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.47K- 4.42% |
$161K - $189K
|
31.7K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.48K- 6.33% |
$162K - $190K
|
21.8K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 1.48% |
$173K - $203K
|
105K
$14.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 32.53% |
$176K - $206K
|
3.32K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.64K- 3.93% |
$180K - $211K
|
40K
$5.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-1.67K- 2.21% |
$183K - $214K
|
73.7K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.68K- 5.32% |
$185K - $217K
|
30K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.69K- 4.44% |
$186K - $218K
|
36.5K
$5M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.86K- 4.87% |
$205K - $239K
|
36.3K
$4.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.03K- 49.95% |
$223K - $261K
|
2.04K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.21K- 58.18% |
$243K - $285K
|
1.59K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.61K- 2.44% |
$287K - $335K
|
104K
$14.3M
|