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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-368- 5.93% |
$34.7K - $37.1K
|
5.84K
$842K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-371- 1.36% |
$35K - $37.4K
|
26.9K
$3.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-374- 0.38% |
$35.3K - $37.7K
|
98.3K
$14.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-380- 4.31% |
$35.8K - $38.3K
|
8.44K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-385- 2.0% |
$36.3K - $38.8K
|
18.8K
$2.71M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-408- 8.51% |
$38.5K - $41.1K
|
4.39K
$632K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-411- 1.05% |
$38.7K - $41.4K
|
38.7K
$5.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-413- 5.08% |
$38.9K - $41.6K
|
7.72K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-417- 0.19% |
$39.3K - $42K
|
218K
$31.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-428- 1.17% |
$40.3K - $43.1K
|
36.2K
$5.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-464- 0.92% |
$43.7K - $46.7K
|
50.1K
$7.22M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-475- 9.29% |
$44.8K - $47.9K
|
4.64K
$668K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-498- 9.1% |
$46.9K - $50.2K
|
4.98K
$717K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-528- 13.29% |
$49.8K - $53.2K
|
3.45K
$497K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-535- 15.72% |
$50.4K - $53.9K
|
2.87K
$413K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-552- 11.3% |
$52K - $55.6K
|
4.33K
$625K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-566- 8.79% |
$53.4K - $57K
|
5.87K
$847K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-588- 3.3% |
$55.4K - $59.2K
|
17.2K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-589- 81.24% |
$55.5K - $59.3K
|
136
$19.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-630- 1.11% |
$59.4K - $63.5K
|
56.2K
$8.1M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-719- 11.57% |
$67.8K - $72.4K
|
5.5K
$792K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-721- 0.99% |
$68K - $72.6K
|
71.8K
$10.3M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-721- 0.99% |
$68K - $72.6K
|
71.8K
$10.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-743- 4.99% |
$70K - $74.8K
|
14.2K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-749- 1.11% |
$70.6K - $75.5K
|
66.5K
$9.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-780- 0.12% |
$73.5K - $78.6K
|
641K
$92.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-781- 3.47% |
$73.6K - $78.7K
|
21.7K
$3.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-800- 7.62% |
$75.4K - $80.6K
|
9.71K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-802- 2.3% |
$75.6K - $80.8K
|
34.1K
$4.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-834- 6.27% |
$78.6K - $84K
|
12.5K
$1.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-835- 5.78% |
$78.7K - $84.1K
|
13.6K
$1.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-842- 4.77% |
$79.4K - $84.8K
|
16.8K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-865- 4.62% |
$81.5K - $87.1K
|
17.8K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 19.08% |
$94.3K - $101K
|
4.24K
$611K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1K- 17.66% |
$94.3K - $101K
|
4.66K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.08K- 6.15% |
$101K - $108K
|
16.4K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.2K- 21.05% |
$113K - $121K
|
4.5K
$649K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2K- 96.85% |
$113K - $121K
|
39
$5.62K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.22K- 4.05% |
$115K - $123K
|
28.9K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 2.52% |
$122K - $130K
|
50K
$7.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.32K- 0.43% |
$125K - $133K
|
303K
$43.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.4K- 4.88% |
$132K - $141K
|
27.2K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.4K- 5.74% |
$132K - $141K
|
23K
$3.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.42K- 1.49% |
$134K - $143K
|
93.8K
$13.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 0.71% |
$134K - $143K
|
198K
$28.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.46K- 1.07% |
$137K - $147K
|
135K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.69K- 82.99% |
$159K - $170K
|
346
$49.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.86K- 8.81% |
$175K - $187K
|
19.3K
$2.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.86K- 12.82% |
$176K - $188K
|
12.7K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2K- 13.79% |
$189K - $201K
|
12.5K
$1.8M
|