Purchases and Sales Made in Q2 2025 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 2025. 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, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-344- 4.95% |
$39.1K - $51.7K
|
6.61K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-367- 18.46% |
$41.7K - $55.2K
|
1.62K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-374- 3.5% |
$42.5K - $56.2K
|
10.3K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-380- 20.86% |
$43.2K - $57.2K
|
1.44K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-385- 1.61% |
$43.8K - $57.9K
|
23.5K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-387- 3.92% |
$44K - $58.2K
|
9.47K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-387- 15.52% |
$44K - $58.2K
|
2.11K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-413- 8.87% |
$46.9K - $62.1K
|
4.24K
$689K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-416- 2.65% |
$47.3K - $62.6K
|
15.3K
$2.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-416- 7.63% |
$47.3K - $62.6K
|
5.04K
$818K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-418- 41.76% |
$47.5K - $62.9K
|
583
$94.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-433- 17.27% |
$49.2K - $65.1K
|
2.07K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-435- 2.55% |
$49.4K - $65.4K
|
16.6K
$2.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-442- 0.3% |
$50.2K - $66.5K
|
145K
$23.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-448- 8.65% |
$50.9K - $67.4K
|
4.73K
$769K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-458- 86.91% |
$52.1K - $68.9K
|
69
$11.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-462- 0.39% |
$52.5K - $69.5K
|
117K
$19M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-475- 8.82% |
$54K - $71.4K
|
4.91K
$798K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-477- 9.42% |
$54.2K - $71.7K
|
4.59K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-485- 25.58% |
$55.1K - $72.9K
|
1.41K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-497- 8.66% |
$56.5K - $74.7K
|
5.24K
$851K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-500- 1.76% |
$56.8K - $75.2K
|
27.9K
$4.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-514- 1.66% |
$58.4K - $77.3K
|
30.4K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-535- 9.27% |
$60.8K - $80.5K
|
5.24K
$851K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-563- 0.21% |
$64K - $84.7K
|
264K
$42.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-587- 0.49% |
$66.7K - $88.3K
|
119K
$19.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-591- 7.11% |
$67.2K - $88.9K
|
7.72K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-600- 12.04% |
$68.2K - $90.2K
|
4.39K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-616- 29.72% |
$70K - $92.6K
|
1.46K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-674- 7.67% |
$76.6K - $101K
|
8.12K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-678- 11.87% |
$77.1K - $102K
|
5.04K
$818K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-693- 3.82% |
$78.8K - $104K
|
17.4K
$2.83M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-694- 1.85% |
$78.9K - $104K
|
36.9K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-729- 16.11% |
$82.9K - $110K
|
3.8K
$617K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-756- 1.93% |
$85.9K - $114K
|
38.4K
$6.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-776- 5.03% |
$88.2K - $117K
|
14.7K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-872- 0.87% |
$99.1K - $131K
|
99.4K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-876- 10.29% |
$99.6K - $132K
|
7.64K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-908- 18.08% |
$103K - $137K
|
4.12K
$668K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-916- 5.04% |
$104K - $138K
|
17.3K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-975- 11.78% |
$111K - $147K
|
7.3K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-982- 34.58% |
$112K - $148K
|
1.86K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1K- 21.39% |
$114K - $151K
|
3.68K
$597K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1K- 12.64% |
$114K - $151K
|
6.94K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.01K- 0.32% |
$115K - $152K
|
314K
$51M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.02K- 15.53% |
$116K - $154K
|
5.57K
$905K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.03K- 24.1% |
$117K - $155K
|
3.24K
$526K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.07K- 25.96% |
$122K - $161K
|
3.06K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.12K- 4.84% |
$127K - $168K
|
22K
$3.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 1.66% |
$129K - $170K
|
67K
$10.9M
|