Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 3.14% |
$139M - $159M
|
39.2M
$5.38B
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
593K+ 10090.92% |
$69.3M - $79.2M
|
599K
$82.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
276K+ 2.15% |
$32.2M - $36.9M
|
13.1M
$1.8B
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
236K+ 3.44% |
$27.5M - $31.5M
|
7.08M
$971M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
185K+ 375.97% |
$21.6M - $24.7M
|
234K
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
104K+ 18.13% |
$12.2M - $13.9M
|
678K
$93M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.7K+ 4.74% |
$11.4M - $13M
|
2.16M
$296M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.7K+ 0.62% |
$10.7M - $12.2M
|
14.9M
$2.04B
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91.7K+ 137.74% |
$10.7M - $12.2M
|
158K
$21.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
91.6KNew |
$10.7M - $12.2M
|
91.6K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
84.2K+ 11.13% |
$9.84M - $11.2M
|
841K
$115M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
76.9K+ 6.09% |
$8.98M - $10.3M
|
1.34M
$184M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.7K+ 22.63% |
$8.95M - $10.2M
|
415K
$57M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.9KNew |
$7.46M - $8.53M
|
63.9K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.2K+ 11.84% |
$6.67M - $7.63M
|
540K
$74.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
54.4K+ 12.64% |
$6.35M - $7.26M
|
484K
$66.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
45.8K+ 168.63% |
$5.34M - $6.11M
|
72.9K
$10M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45K+ 15.77% |
$5.26M - $6.01M
|
330K
$45.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
43.3K+ 77.75% |
$5.06M - $5.79M
|
99.1K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
39.6K+ 3.85% |
$4.63M - $5.29M
|
1.07M
$147M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.3K+ 18.1% |
$4.36M - $4.99M
|
244K
$33.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
33.3K+ 5.17% |
$3.89M - $4.45M
|
679K
$93.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.2K+ 4.32% |
$3.64M - $4.16M
|
754K
$103M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
30.2K+ 9.46% |
$3.53M - $4.04M
|
350K
$48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.4K+ 13.63% |
$3.44M - $3.93M
|
245K
$33.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
29.4KNew |
$3.43M - $3.92M
|
29.4K
$4.03M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
21.7K+ 49.34% |
$2.53M - $2.9M
|
65.7K
$9.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
21.2K+ 109.38% |
$2.48M - $2.84M
|
40.7K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
19.4K+ 38.05% |
$2.27M - $2.59M
|
70.4K
$9.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18.6K+ 723.62% |
$2.17M - $2.48M
|
21.2K
$2.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.5K+ 13.95% |
$2.05M - $2.34M
|
143K
$19.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.2K+ 9.54% |
$2.01M - $2.29M
|
197K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.9K+ 20.51% |
$1.98M - $2.26M
|
99.5K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 10.53% |
$1.68M - $1.92M
|
151K
$20.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.9KNew |
$1.63M - $1.86M
|
13.9K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.4K+ 481.82% |
$1.57M - $1.79M
|
16.2K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13KNew |
$1.51M - $1.73M
|
13K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
12.8KNew |
$1.5M - $1.71M
|
12.8K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12.1K+ 5.55% |
$1.42M - $1.62M
|
231K
$31.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.1K+ 5.32% |
$1.42M - $1.62M
|
240K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 24.86% |
$1.36M - $1.56M
|
58.7K
$8.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.1K+ 7.5% |
$1.3M - $1.48M
|
159K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.9K+ 1.06% |
$1.27M - $1.46M
|
1.04M
$142M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
10.8K+ 9.92% |
$1.26M - $1.44M
|
120K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.2KNew |
$1.19M - $1.37M
|
10.2K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.1K+ 5.92% |
$1.18M - $1.35M
|
181K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
10.1K+ 7.81% |
$1.18M - $1.35M
|
139K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.8K+ 2.45% |
$1.14M - $1.31M
|
410K
$56.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.61KNew |
$1.12M - $1.28M
|
9.61K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.66K+ 14.22% |
$1.01M - $1.16M
|
69.6K
$9.55M
|