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 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
835+ 14.45% |
$67K - $82.7K
|
6.61K
$918K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
798+ 9.6% |
$64K - $79K
|
9.11K
$1.26M
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
757+ 21.44% |
$60.7K - $75K
|
4.29K
$595K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
743+ 12.7% |
$59.6K - $73.6K
|
6.59K
$915K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
732New |
$58.7K - $72.5K
|
732
$102K
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
730+ 3.01% |
$58.5K - $72.3K
|
25K
$3.47M
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
701+ 15.6% |
$56.2K - $69.4K
|
5.2K
$721K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
700+ 7.69% |
$56.1K - $69.3K
|
9.81K
$1.36M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
676+ 2.53% |
$54.2K - $66.9K
|
27.4K
$3.81M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
673+ 3.18% |
$54K - $66.6K
|
21.8K
$3.03M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
673+ 18.18% |
$54K - $66.6K
|
4.37K
$607K
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
662+ 12.42% |
$53.1K - $65.6K
|
5.99K
$832K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
650+ 14.02% |
$52.1K - $64.4K
|
5.29K
$734K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
587+ 2.68% |
$47.1K - $58.1K
|
22.5K
$3.12M
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
561+ 3.67% |
$45K - $55.6K
|
15.8K
$2.2M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
557New |
$44.7K - $55.2K
|
557
$77.3K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
555+ 1.16% |
$44.5K - $55K
|
48.2K
$6.69M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
521+ 9.4% |
$41.8K - $51.6K
|
6.06K
$842K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
517New |
$41.5K - $51.2K
|
517
$71.8K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
499+ 18.8% |
$40K - $49.4K
|
3.15K
$438K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
494New |
$39.6K - $48.9K
|
494
$68.6K
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
476+ 12.63% |
$38.2K - $47.1K
|
4.24K
$589K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
464+ 1546.67% |
$37.2K - $45.9K
|
494
$68.6K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
456+ 14.58% |
$36.6K - $45.2K
|
3.58K
$497K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
445+ 1.89% |
$35.7K - $44.1K
|
24K
$3.33M
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
434+ 4.39% |
$34.8K - $43K
|
10.3K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
418+ 12.35% |
$33.5K - $41.4K
|
3.8K
$528K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
410New |
$32.9K - $40.6K
|
410
$56.9K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
402+ 44.37% |
$32.2K - $39.8K
|
1.31K
$182K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
397New |
$31.8K - $39.3K
|
397
$55.1K
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
395+ 0.34% |
$31.7K - $39.1K
|
115K
$16M
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
378New |
$30.3K - $37.4K
|
378
$52.5K
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
364+ 0.38% |
$29.2K - $36K
|
96.6K
$13.4M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
355+ 5.95% |
$28.5K - $35.2K
|
6.32K
$878K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
341+ 5.85% |
$27.3K - $33.8K
|
6.17K
$857K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
332New |
$26.6K - $32.9K
|
332
$46.1K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
328New |
$26.3K - $32.5K
|
328
$45.5K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
328+ 5.54% |
$26.3K - $32.5K
|
6.25K
$867K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
328+ 5.54% |
$26.3K - $32.5K
|
6.25K
$867K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
302New |
$24.2K - $29.9K
|
302
$41.9K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
300New |
$24.1K - $29.7K
|
300
$41.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$24.1K - $29.7K
|
300
$41.6K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
288+ 5.96% |
$23.1K - $28.5K
|
5.12K
$711K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
264+ 3.19% |
$21.2K - $26.1K
|
8.53K
$1.18M
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
231+ 1.73% |
$18.5K - $22.9K
|
13.6K
$1.89M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
228New |
$18.3K - $22.6K
|
228
$31.6K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
225+ 2.93% |
$18K - $22.3K
|
7.91K
$1.1M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
216+ 0.5% |
$17.3K - $21.4K
|
43K
$5.97M
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
168+ 0.76% |
$13.5K - $16.6K
|
22.3K
$3.1M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
164+ 6.08% |
$13.1K - $16.2K
|
2.86K
$397K
|