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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-5.67K- 19.54% |
$645K - $853K
|
23.4K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
SELL
|
- |
-6.06K- 6.29% |
$689K - $911K
|
90.2K
$14.7M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-6.31K- 57.26% |
$717K - $949K
|
4.71K
$765K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.48K- 51.34% |
$736K - $974K
|
6.14K
$997K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.5K- 40.8% |
$738K - $977K
|
9.42K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-6.61K- 47.7% |
$751K - $994K
|
7.25K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-7.14K- 3.17% |
$812K - $1.07M
|
218K
$35.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-7.5K- 41.32% |
$852K - $1.13M
|
10.6K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-7.77K- 9.78% |
$883K - $1.17M
|
71.7K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.79K- 0.61% |
$885K - $1.17M
|
1.26M
$205M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.41K- 5.88% |
$956K - $1.26M
|
135K
$21.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-8.86K- 5.26% |
$1.01M - $1.33M
|
160K
$25.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-9.66K- 17.12% |
$1.1M - $1.45M
|
46.8K
$7.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.8K- 71.61% |
$1.23M - $1.63M
|
4.3K
$698K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-12.4K- 13.12% |
$1.4M - $1.86M
|
81.8K
$13.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-12.8K- 14.96% |
$1.46M - $1.93M
|
73K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.9K- 25.82% |
$1.47M - $1.94M
|
37.1K
$6.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.9K- 15.37% |
$1.57M - $2.08M
|
76.3K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.6K- 25.75% |
$1.78M - $2.35M
|
45.1K
$7.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.5K- 16.13% |
$1.88M - $2.49M
|
85.9K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.7K- 10.77% |
$1.9M - $2.51M
|
138K
$22.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.5K- 66.07% |
$2.22M - $2.94M
|
10K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22.4K- 83.48% |
$2.54M - $3.37M
|
4.43K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-22.6K- 6.32% |
$2.56M - $3.39M
|
334K
$54.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23.5K- 33.49% |
$2.67M - $3.53M
|
46.6K
$7.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-23.9K- 33.39% |
$2.71M - $3.59M
|
47.6K
$7.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-24.9K- 16.59% |
$2.83M - $3.75M
|
125K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-29.7K- 90.92% |
$3.37M - $4.46M
|
2.96K
$481K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-31.8K- 18.44% |
$3.61M - $4.78M
|
141K
$22.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-32.3K- 27.7% |
$3.67M - $4.86M
|
84.3K
$13.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-35.6K- 18.73% |
$4.05M - $5.36M
|
155K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-37.6K- 80.11% |
$4.27M - $5.66M
|
9.34K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.7K- 15.25% |
$8.83M - $11.7M
|
432K
$70.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-101K- 21.8% |
$11.4M - $15.1M
|
361K
$58.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-128K- 14.72% |
$14.6M - $19.3M
|
742K
$120M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-128K- 20.93% |
$14.6M - $19.3M
|
484K
$78.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-229K- 16.13% |
$26M - $34.4M
|
1.19M
$193M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-420K- 84.98% |
$47.7M - $63.1M
|
74.2K
$12M
|