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 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$1.41M - $1.87M
|
12.4K
$2.02M
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 5.41% |
$1.41M - $1.86M
|
241K
$39.2M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.1K+ 6.27% |
$1.37M - $1.82M
|
205K
$33.2M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 2.69% |
$1.32M - $1.75M
|
443K
$72M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.2K+ 16.02% |
$1.28M - $1.69M
|
81.3K
$13.2M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.1K+ 400.14% |
$1.26M - $1.67M
|
13.8K
$2.25M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.43K+ 447.32% |
$1.07M - $1.42M
|
11.5K
$1.87M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9.24K+ 24.13% |
$1.05M - $1.39M
|
47.5K
$7.72M
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.19KNew |
$818K - $1.08M
|
7.19K
$1.17M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.16K+ 0.65% |
$814K - $1.08M
|
1.11M
$181M
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
7.16K+ 21.06% |
$813K - $1.08M
|
41.1K
$6.68M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.92KNew |
$786K - $1.04M
|
6.92K
$1.12M
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.57K+ 29.39% |
$747K - $988K
|
28.9K
$4.7M
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.49KNew |
$738K - $977K
|
6.49K
$1.05M
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
6.32K+ 3.62% |
$719K - $951K
|
181K
$29.4M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.21K+ 327.36% |
$706K - $934K
|
8.11K
$1.32M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 375.0% |
$682K - $902K
|
7.6K
$1.23M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.93K+ 10.73% |
$674K - $892K
|
61.2K
$9.94M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.9K+ 11.91% |
$671K - $888K
|
55.5K
$9.01M
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.84K+ 16.39% |
$664K - $879K
|
41.5K
$6.74M
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
5.61K+ 16.15% |
$638K - $844K
|
40.4K
$6.56M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.58K+ 11.07% |
$634K - $839K
|
55.9K
$9.09M
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.56K+ 25.28% |
$632K - $837K
|
27.6K
$4.48M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.41K+ 2.72% |
$615K - $814K
|
205K
$33.2M
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.33KNew |
$606K - $802K
|
5.33K
$866K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.23K+ 19.58% |
$594K - $786K
|
31.9K
$5.18M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.21K+ 3.12% |
$592K - $783K
|
172K
$28M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.2K+ 183.78% |
$591K - $782K
|
8.03K
$1.3M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.1KNew |
$580K - $767K
|
5.1K
$829K
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.92K+ 8.15% |
$559K - $739K
|
65.2K
$10.6M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.89K+ 7.07% |
$556K - $735K
|
74K
$12M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.85K+ 5.93% |
$551K - $729K
|
86.6K
$14.1M
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.58K+ 4.07% |
$521K - $689K
|
117K
$19M
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.55K+ 116.37% |
$517K - $684K
|
8.46K
$1.37M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.44K+ 1.79% |
$504K - $667K
|
252K
$40.9M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.42K+ 6.46% |
$502K - $664K
|
72.8K
$11.8M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.4K+ 0.64% |
$500K - $662K
|
688K
$112M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.23K+ 16.05% |
$481K - $636K
|
30.6K
$4.97M
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
4.13KNew |
$470K - $622K
|
4.13K
$671K
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.99KNew |
$454K - $601K
|
3.99K
$649K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.8K+ 44.3% |
$431K - $571K
|
12.4K
$2.01M
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.73KNew |
$424K - $561K
|
3.73K
$606K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.57K+ 1.77% |
$406K - $537K
|
205K
$33.3M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.51K+ 21.4% |
$399K - $528K
|
19.9K
$3.23M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.29KNew |
$374K - $495K
|
3.29K
$534K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.26KNew |
$371K - $490K
|
3.26K
$530K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.24KNew |
$369K - $488K
|
3.24K
$527K
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.22KNew |
$366K - $484K
|
3.22K
$523K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.09KNew |
$351K - $464K
|
3.09K
$501K
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.05K+ 1.3% |
$346K - $458K
|
237K
$38.6M
|