Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-13- 0.13% |
$1.32K - $1.42K
|
9.64K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21- 7.53% |
$2.13K - $2.3K
|
258
$35.4K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-26- 4.71% |
$2.64K - $2.85K
|
526
$72.2K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26- 0.87% |
$2.64K - $2.85K
|
2.98K
$408K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26- 0.87% |
$2.64K - $2.85K
|
2.98K
$408K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-28- 0.28% |
$2.84K - $3.06K
|
10.1K
$1.39M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-38- 0.54% |
$3.85K - $4.16K
|
7.01K
$962K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-39- 0.74% |
$3.95K - $4.27K
|
5.24K
$718K
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-46- 0.92% |
$4.66K - $5.03K
|
4.96K
$680K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-46Closed |
$4.66K - $5.03K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-46- 1.6% |
$4.66K - $5.03K
|
2.82K
$387K
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-47- 1.05% |
$4.77K - $5.14K
|
4.43K
$607K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50Closed |
$5.07K - $5.47K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-50- 14.29% |
$5.07K - $5.47K
|
300
$41.2K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-57- 0.94% |
$5.78K - $6.24K
|
6.02K
$826K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-71- 2.04% |
$7.2K - $7.77K
|
3.41K
$467K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-72- 0.98% |
$7.3K - $7.88K
|
7.31K
$1M
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-78Closed |
$7.91K - $8.54K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-80- 2.89% |
$8.11K - $8.76K
|
2.69K
$369K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-82- 2.15% |
$8.32K - $8.97K
|
3.74K
$513K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-85- 38.29% |
$8.62K - $9.3K
|
137
$18.8K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-85- 38.29% |
$8.62K - $9.3K
|
137
$18.8K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-87- 13.41% |
$8.82K - $9.52K
|
562
$77.1K
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-91- 0.87% |
$9.23K - $9.96K
|
10.3K
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-93Closed |
$9.43K - $10.2K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-95- 1.03% |
$9.63K - $10.4K
|
9.16K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-99- 3.79% |
$10K - $10.8K
|
2.52K
$345K
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-102- 0.07% |
$10.3K - $11.2K
|
152K
$20.9M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-107- 3.29% |
$10.9K - $11.7K
|
3.15K
$432K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-111- 1.35% |
$11.3K - $12.1K
|
8.11K
$1.11M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 2.61% |
$11.4K - $12.3K
|
4.18K
$573K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-120- 1.1% |
$12.2K - $13.1K
|
10.8K
$1.48M
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-127- 5.62% |
$12.9K - $13.9K
|
2.13K
$292K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-137- 7.49% |
$13.9K - $15K
|
1.69K
$232K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-139Closed |
$14.1K - $15.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-146- 6.03% |
$14.8K - $16K
|
2.28K
$312K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-150Closed |
$15.2K - $16.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-157- 16.81% |
$15.9K - $17.2K
|
777
$107K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-160- 0.17% |
$16.2K - $17.5K
|
96.7K
$13.3M
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-185- 2.87% |
$18.8K - $20.2K
|
6.26K
$859K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-188- 0.39% |
$19.1K - $20.6K
|
48.6K
$6.66M
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
SELL
|
- |
-193- 2.0% |
$19.6K - $21.1K
|
9.47K
$1.3M
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-195- 2.01% |
$19.8K - $21.3K
|
9.51K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-212- 75.18% |
$21.5K - $23.2K
|
70
$9.6K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-214- 66.05% |
$21.7K - $23.4K
|
110
$15.1K
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-217- 8.5% |
$22K - $23.8K
|
2.34K
$320K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-223- 13.79% |
$22.6K - $24.4K
|
1.39K
$191K
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-237- 2.83% |
$24K - $25.9K
|
8.15K
$1.12M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-325- 13.51% |
$33K - $35.6K
|
2.08K
$285K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-376- 5.35% |
$38.1K - $41.2K
|
6.65K
$912K
|