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 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.04K+ 59.97% |
$346K - $458K
|
8.12K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
3.02K+ 3.3% |
$343K - $453K
|
94.3K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.98KNew |
$339K - $448K
|
2.98K
$484K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.89KNew |
$328K - $434K
|
2.89K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.85K+ 3.2% |
$324K - $428K
|
91.8K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.81K+ 18.96% |
$319K - $422K
|
17.6K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.72K+ 123.36% |
$309K - $409K
|
4.93K
$800K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.57KNew |
$292K - $386K
|
2.57K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.53KNew |
$287K - $380K
|
2.53K
$410K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.52K+ 6.38% |
$286K - $379K
|
42K
$6.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.47K+ 17.08% |
$281K - $371K
|
16.9K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 2.23% |
$276K - $365K
|
112K
$18.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 14943.75% |
$272K - $360K
|
2.41K
$391K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.27KNew |
$258K - $341K
|
2.27K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.25K+ 10.96% |
$256K - $338K
|
22.8K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.21K+ 25.43% |
$251K - $332K
|
10.9K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.02KNew |
$229K - $303K
|
2.02K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2KNew |
$228K - $301K
|
2K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2KNew |
$227K - $301K
|
2K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.96KNew |
$222K - $294K
|
1.96K
$318K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.94KNew |
$220K - $292K
|
1.94K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.94K+ 111.07% |
$220K - $291K
|
3.68K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.84K+ 1.33% |
$210K - $277K
|
141K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 31.08% |
$210K - $277K
|
7.78K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.84K+ 4.36% |
$209K - $277K
|
44.1K
$7.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.84K+ 3.52% |
$209K - $276K
|
54K
$8.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.83KNew |
$208K - $275K
|
1.83K
$297K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.81K+ 11.84% |
$206K - $272K
|
17.1K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.76K+ 5.17% |
$200K - $265K
|
35.8K
$5.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.75K+ 33.6% |
$199K - $263K
|
6.96K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.75KNew |
$198K - $262K
|
1.75K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 8.43% |
$186K - $246K
|
21K
$3.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62KNew |
$184K - $244K
|
1.62K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.62KNew |
$184K - $244K
|
1.62K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.61KNew |
$183K - $242K
|
1.61K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.58KNew |
$179K - $237K
|
1.58K
$256K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.58KNew |
$179K - $237K
|
1.58K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$174K - $231K
|
1.53K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.53K+ 7.84% |
$174K - $230K
|
21.1K
$3.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.52KNew |
$173K - $229K
|
1.52K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.52KNew |
$173K - $229K
|
1.52K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52KNew |
$172K - $228K
|
1.52K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.51KNew |
$172K - $228K
|
1.51K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.51K+ 23.85% |
$172K - $228K
|
7.86K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.5KNew |
$171K - $226K
|
1.5K
$244K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.49KNew |
$169K - $223K
|
1.49K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.47KNew |
$167K - $221K
|
1.47K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.47KNew |
$167K - $220K
|
1.47K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$237K
|