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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
17+ 4.03% |
$1.99K - $2.27K
|
439
$60.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.87K - $2.14K
|
16
$2.22K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15New |
$1.75K - $2K
|
15
$2.08K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
14+ 0.2% |
$1.64K - $1.87K
|
6.98K
$968K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.18% |
$1.64K - $1.87K
|
7.73K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$1.52K - $1.74K
|
13
$1.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 0.7% |
$1.4K - $1.6K
|
1.74K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
12+ 0.19% |
$1.4K - $1.6K
|
6.27K
$871K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
12+ 0.15% |
$1.4K - $1.6K
|
7.83K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.19% |
$1.28K - $1.47K
|
5.9K
$819K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11+ 0.0% |
$1.28K - $1.47K
|
301K
$41.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
10+ 0.17% |
$1.17K - $1.34K
|
5.82K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9+ 0.15% |
$1.05K - $1.2K
|
5.83K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9+ 0.03% |
$1.05K - $1.2K
|
32.7K
$4.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9+ 0.1% |
$1.05K - $1.2K
|
9.24K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
9+ 0.16% |
$1.05K - $1.2K
|
5.51K
$764K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.18% |
$934 - $1.07K
|
4.5K
$624K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8+ 0.19% |
$934 - $1.07K
|
4.27K
$593K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$818 - $935
|
3.39K
$470K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
6+ 0.12% |
$701 - $801
|
5.02K
$697K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$584 - $668
|
5.56K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$584 - $668
|
2.7K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.18% |
$584 - $668
|
2.86K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5+ 0.05% |
$584 - $668
|
9.12K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$467 - $534
|
1.7K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.14% |
$467 - $534
|
2.9K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$467 - $534
|
4
$555
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.14% |
$350 - $401
|
2.08K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$350 - $401
|
1.64K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2+ 0.05% |
$234 - $267
|
3.99K
$554K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.22% |
$234 - $267
|
932
$129K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.2% |
$234 - $267
|
1.02K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.05% |
$234 - $267
|
4.08K
$567K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.1% |
$234 - $267
|
2K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2+ 0.02% |
$234 - $267
|
10.9K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$234 - $267
|
24.6K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.07% |
$117 - $134
|
1.51K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.04% |
$117 - $134
|
2.42K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.29% |
$117 - $134
|
351
$48.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$117 - $134
|
885
$123K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$117 - $134
|
601
$83.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$117 - $134
|
844
$117K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$117 - $134
|
9.48K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$117 - $134
|
4.69K
$651K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.05% |
$117 - $134
|
1.98K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.01% |
$117 - $134
|
14.1K
$1.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-2- 0.04% |
$234 - $267
|
5K
$694K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.12% |
$350 - $401
|
2.4K
$334K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-7- 0.25% |
$818 - $935
|
2.8K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.21% |
$818 - $935
|
3.33K
$462K
|