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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
250+ 0.12% |
$28.4K - $37.6K
|
211K
$34.3M
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
238+ 14.03% |
$27.1K - $35.8K
|
1.93K
$314K
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
235+ 1.81% |
$26.7K - $35.3K
|
13.2K
$2.15M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
229New |
$26K - $34.4K
|
229
$37.2K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
211+ 2.45% |
$24K - $31.7K
|
8.83K
$1.43M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
201+ 7.58% |
$22.8K - $30.2K
|
2.85K
$463K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
187+ 21.35% |
$21.3K - $28.1K
|
1.06K
$173K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
182+ 0.18% |
$20.7K - $27.4K
|
102K
$16.6M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
179+ 7.31% |
$20.3K - $26.9K
|
2.63K
$427K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
171+ 28.6% |
$19.4K - $25.7K
|
769
$125K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
156+ 0.47% |
$17.7K - $23.5K
|
33.4K
$5.42M
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
149New |
$16.9K - $22.4K
|
149
$24.2K
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
141New |
$16K - $21.2K
|
141
$22.9K
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
140+ 6.87% |
$15.9K - $21.1K
|
2.18K
$354K
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
132New |
$15K - $19.9K
|
132
$21.4K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
132New |
$15K - $19.9K
|
132
$21.4K
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
128New |
$14.5K - $19.3K
|
128
$20.8K
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
126+ 9.5% |
$14.3K - $19K
|
1.45K
$236K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
124+ 7.08% |
$14.1K - $18.6K
|
1.88K
$305K
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
123New |
$14K - $18.5K
|
123
$20K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
105+ 2.93% |
$11.9K - $15.8K
|
3.69K
$599K
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
101+ 1.73% |
$11.5K - $15.2K
|
5.94K
$965K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 56.18% |
$11.4K - $15K
|
278
$45.2K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
100+ 6.11% |
$11.4K - $15K
|
1.74K
$282K
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
98+ 1.18% |
$11.1K - $14.7K
|
8.43K
$1.37M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
96+ 1.9% |
$10.9K - $14.4K
|
5.15K
$836K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
92+ 0.89% |
$10.5K - $13.8K
|
10.4K
$1.69M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
91+ 7.21% |
$10.3K - $13.7K
|
1.35K
$220K
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
91+ 0.93% |
$10.3K - $13.7K
|
9.87K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
88New |
$10K - $13.2K
|
88
$14.3K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
88+ 0.9% |
$10K - $13.2K
|
9.89K
$1.61M
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
82+ 110.81% |
$9.32K - $12.3K
|
156
$25.3K
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
68+ 0.9% |
$7.73K - $10.2K
|
7.66K
$1.24M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
68+ 1.96% |
$7.73K - $10.2K
|
3.53K
$574K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
66+ 0.63% |
$7.5K - $9.93K
|
10.5K
$1.71M
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
63+ 0.68% |
$7.16K - $9.48K
|
9.31K
$1.51M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
62+ 6.53% |
$7.05K - $9.32K
|
1.01K
$164K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
60+ 0.2% |
$6.82K - $9.02K
|
29.4K
$4.77M
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
57+ 1.45% |
$6.48K - $8.57K
|
3.98K
$646K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
55+ 19.86% |
$6.25K - $8.27K
|
332
$53.9K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 6.52% |
$5.23K - $6.92K
|
752
$122K
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
42+ 13.55% |
$4.77K - $6.32K
|
352
$57.2K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.94% |
$4.66K - $6.17K
|
4.39K
$712K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 2.15% |
$4.43K - $5.87K
|
1.85K
$301K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
39+ 0.76% |
$4.43K - $5.87K
|
5.15K
$836K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
34+ 0.15% |
$3.86K - $5.11K
|
22K
$3.58M
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
34+ 1.83% |
$3.86K - $5.11K
|
1.89K
$307K
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
31New |
$3.52K - $4.66K
|
31
$5.04K
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 15.57% |
$2.96K - $3.91K
|
193
$31.4K
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.05% |
$2.84K - $3.76K
|
50.8K
$8.25M
|