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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
827+ 6.59% |
$94K - $124K
|
13.4K
$2.17M
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
809New |
$92K - $122K
|
809
$131K
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
791+ 0.6% |
$89.9K - $119K
|
132K
$21.5M
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
790+ 0.83% |
$89.8K - $119K
|
96.3K
$15.6M
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
790+ 3.34% |
$89.8K - $119K
|
24.4K
$3.97M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
778+ 33.53% |
$88.4K - $117K
|
3.1K
$503K
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
777New |
$88.3K - $117K
|
777
$126K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
761+ 6.21% |
$86.5K - $114K
|
13K
$2.12M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
752+ 206.59% |
$85.5K - $113K
|
1.12K
$181K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
736+ 0.27% |
$83.7K - $111K
|
274K
$44.6M
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
708+ 14.46% |
$80.5K - $106K
|
5.61K
$910K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
703+ 31.97% |
$79.9K - $106K
|
2.9K
$471K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
695+ 2.16% |
$79K - $105K
|
32.9K
$5.34M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
685+ 14.54% |
$77.9K - $103K
|
5.4K
$877K
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
672+ 512.98% |
$76.4K - $101K
|
803
$130K
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
665+ 22.3% |
$75.6K - $100K
|
3.65K
$592K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
636+ 29.85% |
$72.3K - $95.7K
|
2.77K
$449K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
623+ 106.13% |
$70.8K - $93.7K
|
1.21K
$197K
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
605+ 2.29% |
$68.8K - $91K
|
27K
$4.39M
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
597New |
$67.9K - $89.8K
|
597
$97K
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
573+ 7.58% |
$65.1K - $86.2K
|
8.14K
$1.32M
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
572+ 0.3% |
$65K - $86K
|
193K
$31.4M
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
553+ 1.76% |
$62.9K - $83.2K
|
31.9K
$5.18M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
549+ 31.72% |
$62.4K - $82.6K
|
2.28K
$370K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
540+ 2.6% |
$61.4K - $81.2K
|
21.3K
$3.46M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
524+ 4.95% |
$59.6K - $78.8K
|
11.1K
$1.8M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
518+ 0.68% |
$58.9K - $77.9K
|
77K
$12.5M
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
501+ 15.38% |
$56.9K - $75.4K
|
3.76K
$611K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
498+ 3.04% |
$56.6K - $74.9K
|
16.9K
$2.75M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
488+ 11.87% |
$55.5K - $73.4K
|
4.6K
$747K
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
476+ 21.48% |
$54.1K - $71.6K
|
2.69K
$437K
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
456New |
$51.8K - $68.6K
|
456
$74.1K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
441+ 1.46% |
$50.1K - $66.3K
|
30.7K
$4.99M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
439+ 3.76% |
$49.9K - $66K
|
12.1K
$1.97M
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
426+ 10.99% |
$48.4K - $64.1K
|
4.3K
$699K
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
409+ 0.99% |
$46.5K - $61.5K
|
41.7K
$6.77M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
405+ 8.76% |
$46K - $60.9K
|
5.03K
$816K
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
404+ 15.51% |
$45.9K - $60.8K
|
3.01K
$489K
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
398+ 4.25% |
$45.2K - $59.9K
|
9.77K
$1.59M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
375+ 1.99% |
$42.6K - $56.4K
|
19.2K
$3.12M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
374+ 12.46% |
$42.5K - $56.2K
|
3.38K
$548K
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
370New |
$42.1K - $55.6K
|
370
$60.1K
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
362+ 1.32% |
$41.1K - $54.4K
|
27.9K
$4.53M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
343+ 2.09% |
$39K - $51.6K
|
16.7K
$2.72M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
340+ 18.4% |
$38.6K - $51.1K
|
2.19K
$355K
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
334+ 2.9% |
$38K - $50.2K
|
11.8K
$1.92M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
320+ 160.8% |
$36.4K - $48.1K
|
519
$84.3K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
318+ 9.64% |
$36.1K - $47.8K
|
3.62K
$588K
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
302+ 3.33% |
$34.3K - $45.4K
|
9.38K
$1.52M
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
281+ 6.3% |
$31.9K - $42.3K
|
4.74K
$771K
|