Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.01K+ 10.67% |
$189K - $202K
|
20.8K
$3M
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2K+ 2.07% |
$189K - $202K
|
98.6K
$14.2M
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.94K+ 5.24% |
$183K - $195K
|
38.9K
$5.61M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.89KNew |
$178K - $190K
|
1.89K
$272K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.84K+ 123.94% |
$174K - $186K
|
3.33K
$480K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.84K+ 6.52% |
$173K - $185K
|
30.1K
$4.34M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.81K+ 19.21% |
$170K - $182K
|
11.2K
$1.62M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.73K+ 4.37% |
$163K - $174K
|
41.4K
$5.97M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.66K+ 0.75% |
$157K - $167K
|
222K
$32.1M
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.52K+ 3.68% |
$143K - $153K
|
42.7K
$6.15M
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.51K+ 14.66% |
$143K - $152K
|
11.8K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.41K+ 19.45% |
$132K - $142K
|
8.63K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.37K+ 459.06% |
$129K - $138K
|
1.67K
$240K
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.37K+ 2.58% |
$129K - $138K
|
54.5K
$7.85M
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.26K+ 9.04% |
$119K - $127K
|
15.2K
$2.2M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.21K+ 195.62% |
$114K - $122K
|
1.82K
$263K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.16KNew |
$110K - $117K
|
1.16K
$168K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.06K+ 0.53% |
$99.9K - $107K
|
200K
$28.9M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
980+ 5.62% |
$92.4K - $98.7K
|
18.4K
$2.66M
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
973+ 0.4% |
$91.7K - $98K
|
247K
$35.6M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
920+ 122.5% |
$86.7K - $92.7K
|
1.67K
$241K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
919+ 20.31% |
$86.6K - $92.6K
|
5.44K
$785K
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
916+ 9.83% |
$86.4K - $92.3K
|
10.2K
$1.47M
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
898+ 19.81% |
$84.7K - $90.5K
|
5.43K
$783K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
766+ 213.97% |
$72.2K - $77.2K
|
1.12K
$162K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
709+ 8.96% |
$66.8K - $71.4K
|
8.63K
$1.24M
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
697+ 1.0% |
$65.7K - $70.2K
|
70.3K
$10.1M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
685+ 2.64% |
$64.6K - $69K
|
26.7K
$3.85M
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
663+ 4.33% |
$62.5K - $66.8K
|
16K
$2.3M
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
661+ 2.91% |
$62.3K - $66.6K
|
23.4K
$3.37M
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
653+ 3.83% |
$61.6K - $65.8K
|
17.7K
$2.55M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
648New |
$61.1K - $65.3K
|
648
$93.4K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
645+ 6.53% |
$60.8K - $65K
|
10.5K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
638+ 4.9% |
$60.1K - $64.3K
|
13.6K
$1.97M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
636+ 15.65% |
$60K - $64.1K
|
4.7K
$678K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
634+ 0.22% |
$59.8K - $63.9K
|
292K
$42.2M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
631+ 17.46% |
$59.5K - $63.6K
|
4.25K
$612K
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
630+ 12.6% |
$59.4K - $63.5K
|
5.63K
$812K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
595New |
$56.1K - $59.9K
|
595
$85.8K
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
575+ 4.38% |
$54.2K - $57.9K
|
13.7K
$1.97M
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
555+ 2.37% |
$52.3K - $55.9K
|
24K
$3.46M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
544+ 74.93% |
$51.3K - $54.8K
|
1.27K
$183K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
534+ 25.05% |
$50.3K - $53.8K
|
2.67K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
533+ 9.62% |
$50.2K - $53.7K
|
6.08K
$876K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
525+ 6.34% |
$49.5K - $52.9K
|
8.81K
$1.27M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
523New |
$49.3K - $52.7K
|
523
$75.4K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
513+ 2.83% |
$48.4K - $51.7K
|
18.6K
$2.68M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
501+ 2.13% |
$47.2K - $50.5K
|
24K
$3.47M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
496+ 5.65% |
$46.8K - $50K
|
9.28K
$1.34M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
496+ 5.65% |
$46.8K - $50K
|
9.28K
$1.34M
|