Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
432K+ 1327.51% |
$34.6M - $42.8M
|
464K
$64.4M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
284K+ 53.15% |
$22.7M - $28.1M
|
817K
$113M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
280K+ 3.87% |
$22.4M - $27.7M
|
7.51M
$1.04B
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
240K+ 4.54% |
$19.2M - $23.7M
|
5.51M
$765M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
179K+ 79.31% |
$14.4M - $17.7M
|
405K
$56.2M
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
157KNew |
$12.6M - $15.5M
|
157K
$21.8M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
145K+ 64.24% |
$11.6M - $14.3M
|
370K
$51.3M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
142KNew |
$11.4M - $14M
|
142K
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
140K+ 29.6% |
$11.2M - $13.8M
|
611K
$84.8M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 8.38% |
$10M - $12.4M
|
1.62M
$225M
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
122KNew |
$9.8M - $12.1M
|
122K
$17M
|
|
Oct 07, 2022
Q3 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
108KNew |
$8.65M - $10.7M
|
108K
$15M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
100K+ 18.01% |
$8.03M - $9.92M
|
656K
$91.1M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
93.1KNew |
$7.47M - $9.22M
|
93.1K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.9K+ 8.43% |
$6.49M - $8.01M
|
1.04M
$144M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
77.7K+ 5.67% |
$6.23M - $7.69M
|
1.45M
$201M
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
61.2K+ 36.54% |
$4.91M - $6.06M
|
229K
$31.7M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60.7KNew |
$4.87M - $6.01M
|
60.7K
$8.42M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
56.3K+ 1145.49% |
$4.51M - $5.57M
|
61.2K
$8.49M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
51.2K+ 1730.29% |
$4.1M - $5.07M
|
54.1K
$7.51M
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
48.3K+ 38.26% |
$3.87M - $4.78M
|
175K
$24.2M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.7K+ 61.1% |
$3.5M - $4.33M
|
115K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
42.7K+ 9.48% |
$3.43M - $4.23M
|
493K
$68.5M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.1KNew |
$3.21M - $3.97M
|
40.1K
$5.56M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
38.5K+ 50.75% |
$3.08M - $3.81M
|
114K
$15.9M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.5K+ 680.32% |
$3.01M - $3.72M
|
43.1K
$5.97M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
34.3K+ 36.92% |
$2.75M - $3.4M
|
127K
$17.6M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33K+ 65.31% |
$2.64M - $3.26M
|
83.4K
$11.6M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
31.6K+ 32.67% |
$2.54M - $3.13M
|
128K
$17.8M
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
30.8K+ 35.39% |
$2.47M - $3.05M
|
118K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 75.76% |
$2.46M - $3.03M
|
71.1K
$9.87M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30.2K+ 8.01% |
$2.42M - $2.99M
|
407K
$56.5M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26.4KNew |
$2.11M - $2.61M
|
26.4K
$3.66M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.1K+ 4.79% |
$2.1M - $2.59M
|
572K
$79.3M
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
25.9K+ 6.35% |
$2.08M - $2.57M
|
434K
$60.2M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.5KNew |
$1.81M - $2.23M
|
22.5K
$3.13M
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
21.7K+ 10.11% |
$1.74M - $2.15M
|
236K
$32.8M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.2K+ 5.32% |
$1.7M - $2.1M
|
421K
$58.4M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.1K+ 12.5% |
$1.53M - $1.9M
|
172K
$23.9M
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
18.5K+ 112.47% |
$1.49M - $1.83M
|
35K
$4.86M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 9.66% |
$1.31M - $1.62M
|
186K
$25.8M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1K+ 84.21% |
$1.29M - $1.59M
|
35.2K
$4.88M
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
16K+ 28.66% |
$1.29M - $1.59M
|
72K
$9.99M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.27M - $1.57M
|
15.9K
$2.2M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.27M - $1.57M
|
15.9K
$2.2M
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
15.8K+ 4.84% |
$1.27M - $1.57M
|
343K
$47.6M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15.7K+ 130.82% |
$1.26M - $1.55M
|
27.6K
$3.84M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.5K+ 7.48% |
$1.24M - $1.53M
|
222K
$30.8M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15.1KNew |
$1.21M - $1.49M
|
15.1K
$2.09M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
15K+ 125.41% |
$1.2M - $1.49M
|
27K
$3.75M
|