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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-538- 2.78% |
$62.8K - $71.8K
|
18.8K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-562- 0.6% |
$65.6K - $75K
|
92.4K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-623- 4.78% |
$72.8K - $83.2K
|
12.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-696- 0.78% |
$81.3K - $92.9K
|
88.7K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-714- 1.63% |
$83.4K - $95.3K
|
43.2K
$5.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-739- 0.68% |
$86.3K - $98.7K
|
107K
$14.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 19.19% |
$87.7K - $100K
|
3.16K
$439K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-776- 97.24% |
$90.6K - $104K
|
22
$3.05K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-778- 2.01% |
$90.9K - $104K
|
37.9K
$5.25M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-786- 2.05% |
$91.8K - $105K
|
37.5K
$5.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-794- 12.28% |
$92.7K - $106K
|
5.67K
$787K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-822- 4.97% |
$96K - $110K
|
15.7K
$2.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-860- 16.7% |
$100K - $115K
|
4.29K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-868- 3.42% |
$101K - $116K
|
24.5K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-909- 1.33% |
$106K - $121K
|
67.3K
$9.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-927- 17.65% |
$108K - $124K
|
4.32K
$600K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-940- 7.26% |
$110K - $126K
|
12K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.05K- 17.39% |
$123K - $140K
|
4.99K
$693K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.09K- 0.32% |
$127K - $145K
|
341K
$47.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 0.91% |
$128K - $146K
|
119K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.11K- 2.49% |
$129K - $148K
|
43.2K
$6M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.15K- 1.59% |
$134K - $153K
|
71.1K
$9.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.15K- 15.46% |
$134K - $154K
|
6.29K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 10.27% |
$139K - $159K
|
10.4K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.23K- 0.49% |
$144K - $165K
|
250K
$34.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.26K- 4.3% |
$147K - $168K
|
28K
$3.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.26K- 21.64% |
$147K - $168K
|
4.56K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.28K- 14.38% |
$149K - $171K
|
7.62K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.31K- 58.31% |
$153K - $175K
|
935
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 0.24% |
$156K - $179K
|
562K
$78M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36K- 1.36% |
$159K - $182K
|
98.6K
$13.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.37K- 11.78% |
$160K - $183K
|
10.3K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.46K- 3.51% |
$170K - $195K
|
40.1K
$5.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.46K- 8.53% |
$170K - $195K
|
15.6K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 1.34% |
$171K - $196K
|
108K
$14.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.5K- 21.28% |
$175K - $200K
|
5.55K
$770K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.5K- 69.81% |
$176K - $201K
|
650
$90.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.51K- 4.69% |
$176K - $202K
|
30.6K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.57K- 13.21% |
$183K - $210K
|
10.3K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.68K- 23.08% |
$196K - $224K
|
5.6K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.85K- 23.67% |
$216K - $247K
|
5.96K
$827K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.87K- 1.93% |
$218K - $249K
|
95K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.9K- 38.44% |
$222K - $253K
|
3.04K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.11K- 24.41% |
$246K - $282K
|
6.53K
$907K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.29K- 19.75% |
$268K - $306K
|
9.32K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 0.65% |
$289K - $330K
|
375K
$52M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 4.09% |
$304K - $347K
|
61K
$8.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3K- 12.08% |
$350K - $400K
|
21.8K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 5.88% |
$351K - $401K
|
48.1K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 3.16% |
$355K - $406K
|
93.3K
$12.9M
|