Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
761K+ 8345.12% |
$77.2M - $89.2M
|
770K
$107M
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
473K+ 20766.97% |
$47.9M - $55.4M
|
475K
$65.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
343K+ 29.02% |
$34.8M - $40.2M
|
1.52M
$211M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
322K+ 17.48% |
$32.6M - $37.7M
|
2.16M
$300M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
296K+ 44.66% |
$30M - $34.7M
|
958K
$133M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
277K+ 5.02% |
$28M - $32.4M
|
5.78M
$802M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
251KNew |
$25.5M - $29.5M
|
251K
$34.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
240KNew |
$24.3M - $28.1M
|
240K
$33.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
201KNew |
$20.4M - $23.5M
|
201K
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 1.21% |
$15.9M - $18.4M
|
13.1M
$1.82B
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
154K+ 491.58% |
$15.6M - $18M
|
185K
$25.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
120KNew |
$12.2M - $14.1M
|
120K
$16.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
119KNew |
$12M - $13.9M
|
119K
$16.5M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
115K+ 7.17% |
$11.7M - $13.5M
|
1.72M
$238M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
83.7KNew |
$8.48M - $9.8M
|
83.7K
$11.6M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
76.7KNew |
$7.78M - $8.98M
|
76.7K
$10.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
74.3KNew |
$7.54M - $8.71M
|
74.3K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.9K+ 12.47% |
$6.98M - $8.07M
|
621K
$86.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
68.6KNew |
$6.95M - $8.04M
|
68.6K
$9.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68K+ 61.05% |
$6.89M - $7.96M
|
179K
$24.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
59.8K+ 386.5% |
$6.07M - $7.01M
|
75.3K
$10.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
59.2KNew |
$6M - $6.94M
|
59.2K
$8.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
55K+ 4.97% |
$5.58M - $6.45M
|
1.16M
$161M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.7K+ 116.76% |
$4.93M - $5.7M
|
90.3K
$12.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
46.6KNew |
$4.73M - $5.46M
|
46.6K
$6.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
46.6KNew |
$4.72M - $5.45M
|
46.6K
$6.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41.2KNew |
$4.18M - $4.83M
|
41.2K
$5.72M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
39.1KNew |
$3.97M - $4.59M
|
39.1K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.4K+ 37.15% |
$3.9M - $4.5M
|
142K
$19.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.1K+ 151.82% |
$3.87M - $4.47M
|
63.3K
$8.78M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33.2KNew |
$3.36M - $3.89M
|
33.2K
$4.6M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
31.1KNew |
$3.16M - $3.65M
|
31.1K
$4.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.7KNew |
$2.51M - $2.9M
|
24.7K
$3.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24.4K+ 74.92% |
$2.47M - $2.86M
|
57K
$7.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.4K+ 5.7% |
$2.47M - $2.86M
|
452K
$62.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
24K+ 276.24% |
$2.44M - $2.82M
|
32.7K
$4.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.6KNew |
$2.19M - $2.53M
|
21.6K
$3M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
21.5K+ 681.33% |
$2.18M - $2.51M
|
24.6K
$3.42M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
21KNew |
$2.13M - $2.47M
|
21K
$2.92M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 4.2% |
$2.11M - $2.44M
|
517K
$71.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
20.1K+ 119.76% |
$2.03M - $2.35M
|
36.8K
$5.11M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20KNew |
$2.03M - $2.34M
|
20K
$2.77M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$1.99M - $2.3M
|
19.6K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19.1K+ 5.76% |
$1.94M - $2.24M
|
351K
$48.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 2.33% |
$1.91M - $2.2M
|
825K
$115M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
16.4K+ 30.8% |
$1.66M - $1.92M
|
69.7K
$9.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.4K+ 43.9% |
$1.66M - $1.92M
|
53.7K
$7.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 3.27% |
$1.61M - $1.86M
|
501K
$69.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 2.31% |
$1.59M - $1.84M
|
695K
$96.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
15.3KNew |
$1.55M - $1.79M
|
15.3K
$2.12M
|