Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.86K+ 10.03% |
$699K - $783K
|
97.2K
$14M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.86K+ 10.03% |
$699K - $783K
|
97.2K
$14M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.81K+ 218.87% |
$695K - $780K
|
12.8K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.38KNew |
$661K - $741K
|
8.38K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.77K+ 52.38% |
$613K - $688K
|
22.6K
$3.26M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.77KNew |
$613K - $688K
|
7.77K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.58KNew |
$598K - $671K
|
7.58K
$1.09M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.51K+ 197.48% |
$592K - $664K
|
11.3K
$1.63M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.5K+ 7.12% |
$592K - $663K
|
113K
$16.3M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.38KNew |
$582K - $653K
|
7.38K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.36K+ 4.59% |
$580K - $651K
|
168K
$24.2M
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.14K+ 18.45% |
$563K - $631K
|
45.8K
$6.6M
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.07KNew |
$558K - $626K
|
7.07K
$1.02M
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.99KNew |
$551K - $618K
|
6.99K
$1.01M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.67K+ 23.61% |
$526K - $590K
|
34.9K
$5.03M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.5KNew |
$513K - $575K
|
6.5K
$937K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.35K+ 19.11% |
$501K - $562K
|
39.6K
$5.7M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.29K+ 101.0% |
$496K - $556K
|
12.5K
$1.8M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.2K+ 52.9% |
$489K - $549K
|
17.9K
$2.58M
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.02KNew |
$475K - $532K
|
6.02K
$867K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.98K+ 377.81% |
$471K - $529K
|
7.56K
$1.09M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.78K+ 13.09% |
$456K - $512K
|
49.9K
$7.2M
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
5.78KNew |
$456K - $511K
|
5.78K
$833K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.77K+ 6.35% |
$455K - $510K
|
96.6K
$13.9M
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
5.52KNew |
$435K - $488K
|
5.52K
$795K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.37KNew |
$424K - $475K
|
5.37K
$774K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.37KNew |
$423K - $475K
|
5.37K
$773K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
5.32K+ 29.32% |
$420K - $471K
|
23.5K
$3.38M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.8KNew |
$379K - $425K
|
4.8K
$692K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
4.46K+ 60.72% |
$352K - $395K
|
11.8K
$1.7M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.44K+ 845.71% |
$350K - $393K
|
4.97K
$716K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.36K+ 32.24% |
$344K - $386K
|
17.9K
$2.58M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.23K+ 22.3% |
$333K - $374K
|
23.2K
$3.34M
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.15K+ 1.21% |
$327K - $367K
|
347K
$50M
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.06KNew |
$320K - $359K
|
4.06K
$585K
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.03KNew |
$318K - $356K
|
4.03K
$580K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.85K+ 17.64% |
$304K - $340K
|
25.7K
$3.7M
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.81KNew |
$300K - $337K
|
3.81K
$549K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.7KNew |
$292K - $327K
|
3.7K
$533K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.63K+ 26.74% |
$287K - $321K
|
17.2K
$2.48M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.48KNew |
$275K - $308K
|
3.48K
$502K
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.44KNew |
$271K - $304K
|
3.44K
$496K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.44K+ 33.14% |
$271K - $304K
|
13.8K
$1.99M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.43KNew |
$271K - $304K
|
3.43K
$495K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
3.42K+ 22.14% |
$270K - $303K
|
18.9K
$2.72M
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.42KNew |
$270K - $303K
|
3.42K
$493K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.41K+ 30.87% |
$269K - $302K
|
14.5K
$2.09M
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.26KNew |
$257K - $288K
|
3.26K
$470K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$246K - $276K
|
3.12K
$449K
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.08K+ 13.63% |
$243K - $273K
|
25.7K
$3.7M
|