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 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8.46KNew |
$988K - $1.13M
|
8.46K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8.1K+ 37.75% |
$946K - $1.08M
|
29.5K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.94KNew |
$928K - $1.06M
|
7.94K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.46K+ 7.03% |
$872K - $997K
|
114K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.38KNew |
$861K - $985K
|
7.38K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.3K+ 22.36% |
$853K - $975K
|
40K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.1KNew |
$829K - $948K
|
7.1K
$974K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.91K+ 29.88% |
$807K - $922K
|
30K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.44K+ 171.76% |
$752K - $859K
|
10.2K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
6.26K+ 7.43% |
$731K - $836K
|
90.5K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
5.99KNew |
$700K - $800K
|
5.99K
$822K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.86K+ 9.07% |
$684K - $782K
|
70.4K
$9.65M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.76K+ 135.75% |
$672K - $769K
|
10K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.63K+ 17.76% |
$658K - $752K
|
37.3K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
5.56K+ 9.57% |
$649K - $742K
|
63.6K
$8.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.39KNew |
$630K - $720K
|
5.39K
$740K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.35K+ 93.89% |
$625K - $715K
|
11.1K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.3K+ 13.48% |
$619K - $707K
|
44.6K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.01K+ 124.9% |
$585K - $669K
|
9.01K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5K+ 26.07% |
$584K - $668K
|
24.2K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
4.82K+ 1.89% |
$562K - $643K
|
259K
$35.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
4.79K+ 1.88% |
$559K - $639K
|
259K
$35.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.74K+ 25.38% |
$554K - $633K
|
23.4K
$3.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
4.47KNew |
$522K - $597K
|
4.47K
$613K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.18K+ 5.56% |
$488K - $558K
|
79.3K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.14K+ 12.71% |
$484K - $553K
|
36.7K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4.07K+ 114.83% |
$476K - $544K
|
7.62K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.96K+ 3.69% |
$462K - $529K
|
111K
$15.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.89K+ 10.76% |
$454K - $519K
|
40K
$5.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.85K+ 1.58% |
$450K - $514K
|
248K
$34M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.81K+ 1.51% |
$445K - $509K
|
256K
$35.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.77K+ 36.52% |
$440K - $503K
|
14.1K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.62K+ 0.99% |
$423K - $484K
|
369K
$50.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.36KNew |
$392K - $449K
|
3.36K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 4.88% |
$391K - $447K
|
72K
$9.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.08KNew |
$359K - $411K
|
3.08K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 5.93% |
$346K - $396K
|
53K
$7.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.94K+ 83.72% |
$344K - $393K
|
6.46K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.92K+ 38.39% |
$341K - $390K
|
10.5K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.8K+ 1.24% |
$327K - $374K
|
228K
$31.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.7K+ 10.69% |
$315K - $360K
|
27.9K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.56K+ 8.79% |
$299K - $342K
|
31.7K
$4.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.51KNew |
$293K - $335K
|
2.51K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 1.84% |
$291K - $333K
|
138K
$18.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.47KNew |
$288K - $330K
|
2.47K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.38K+ 4.29% |
$278K - $318K
|
57.8K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$276K - $316K
|
2.36K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$270K - $309K
|
2.31K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.3KNew |
$269K - $307K
|
2.3K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.26K+ 16.57% |
$264K - $302K
|
15.9K
$2.19M
|