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 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
475+ 3.34% |
$44.8K - $47.9K
|
14.7K
$2.12M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
458+ 2.86% |
$43.2K - $46.1K
|
16.5K
$2.38M
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
451+ 4.02% |
$42.5K - $45.4K
|
11.7K
$1.68M
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
446+ 3.28% |
$42K - $44.9K
|
14K
$2.02M
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
400+ 6.31% |
$37.7K - $40.3K
|
6.74K
$972K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
385+ 0.26% |
$36.3K - $38.8K
|
147K
$21.2M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
384New |
$36.2K - $38.7K
|
384
$55.3K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
371New |
$35K - $37.4K
|
371
$53.5K
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
369+ 6.94% |
$34.8K - $37.2K
|
5.68K
$819K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
367+ 6.49% |
$34.6K - $37K
|
6.02K
$868K
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
363+ 13.41% |
$34.2K - $36.6K
|
3.07K
$442K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
336New |
$31.7K - $33.8K
|
336
$48.4K
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
311+ 0.26% |
$29.3K - $31.3K
|
122K
$17.6M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
290New |
$27.3K - $29.2K
|
290
$41.8K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
287+ 0.42% |
$27.1K - $28.9K
|
68.5K
$9.87M
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
285+ 10.1% |
$26.9K - $28.7K
|
3.11K
$448K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
258+ 0.83% |
$24.3K - $26K
|
31.4K
$4.52M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
240+ 214.29% |
$22.6K - $24.2K
|
352
$50.7K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
218+ 0.12% |
$20.6K - $22K
|
176K
$25.3M
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
215+ 3.97% |
$20.3K - $21.7K
|
5.63K
$812K
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
208+ 2.07% |
$19.6K - $21K
|
10.3K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
204+ 3.8% |
$19.2K - $20.6K
|
5.58K
$804K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
203+ 0.43% |
$19.1K - $20.5K
|
47.5K
$6.84M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200New |
$18.9K - $20.1K
|
200
$28.8K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
200New |
$18.9K - $20.1K
|
200
$28.8K
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
188+ 5.21% |
$17.7K - $18.9K
|
3.8K
$547K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
173+ 125.36% |
$16.3K - $17.4K
|
311
$44.8K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
171+ 1.1% |
$16.1K - $17.2K
|
15.8K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
170+ 2.13% |
$16K - $17.1K
|
8.17K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
154+ 3.77% |
$14.5K - $15.5K
|
4.23K
$610K
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
150+ 1.84% |
$14.1K - $15.1K
|
8.29K
$1.19M
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
145New |
$13.7K - $14.6K
|
145
$20.9K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
143+ 3.01% |
$13.5K - $14.4K
|
4.9K
$706K
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
142+ 5.12% |
$13.4K - $14.3K
|
2.92K
$421K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
140+ 5.65% |
$13.2K - $14.1K
|
2.62K
$378K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
133+ 1.42% |
$12.5K - $13.4K
|
9.52K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
132New |
$12.4K - $13.3K
|
132
$19K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
124+ 1.26% |
$11.7K - $12.5K
|
9.93K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
123+ 0.53% |
$11.6K - $12.4K
|
23.4K
$3.37M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
121+ 1.57% |
$11.4K - $12.2K
|
7.84K
$1.13M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115+ 216.98% |
$10.8K - $11.6K
|
168
$24.2K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
107New |
$10.1K - $10.8K
|
107
$15.4K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
103+ 1.58% |
$9.71K - $10.4K
|
6.63K
$955K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.43K - $10.1K
|
100
$14.4K
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
96+ 0.96% |
$9.05K - $9.67K
|
10.1K
$1.46M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
91+ 29.84% |
$8.58K - $9.17K
|
396
$57.1K
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
84+ 1.1% |
$7.92K - $8.46K
|
7.75K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
76+ 22.03% |
$7.16K - $7.66K
|
421
$60.7K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
75+ 1.11% |
$7.07K - $7.56K
|
6.8K
$981K
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
75+ 1.44% |
$7.07K - $7.56K
|
5.27K
$759K
|