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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 434.78% |
$7.89K - $8.85K
|
123
$17.1K
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
90+ 2.12% |
$7.1K - $7.96K
|
4.33K
$602K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
80+ 34.93% |
$6.31K - $7.08K
|
309
$42.9K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
76New |
$5.99K - $6.72K
|
76
$10.5K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 5.49% |
$5.36K - $6.02K
|
1.31K
$181K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65New |
$5.13K - $5.75K
|
65
$9.02K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
63+ 0.21% |
$4.97K - $5.57K
|
30K
$4.16M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
60+ 14.81% |
$4.73K - $5.31K
|
465
$64.5K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
55+ 0.87% |
$4.34K - $4.87K
|
6.38K
$885K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
48+ 0.21% |
$3.79K - $4.25K
|
22.7K
$3.16M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
46+ 1.12% |
$3.63K - $4.07K
|
4.17K
$578K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46+ 1.18% |
$3.63K - $4.07K
|
3.93K
$546K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
45New |
$3.55K - $3.98K
|
45
$6.25K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
44+ 3.17% |
$3.47K - $3.89K
|
1.43K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
42+ 0.54% |
$3.31K - $3.72K
|
7.86K
$1.09M
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
36+ 0.59% |
$2.84K - $3.18K
|
6.17K
$856K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34New |
$2.68K - $3.01K
|
34
$4.72K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
34+ 9.94% |
$2.68K - $3.01K
|
376
$52.2K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
29+ 0.92% |
$2.29K - $2.57K
|
3.2K
$444K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27+ 1.8% |
$2.13K - $2.39K
|
1.53K
$212K
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
19+ 0.17% |
$1.5K - $1.68K
|
11.2K
$1.55M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16+ 0.24% |
$1.26K - $1.42K
|
6.63K
$920K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
15+ 0.34% |
$1.18K - $1.33K
|
4.4K
$611K
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.03K - $1.15K
|
2.86K
$397K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.09% |
$868 - $973
|
11.8K
$1.64M
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10+ 0.12% |
$789 - $885
|
8.17K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.06% |
$552 - $619
|
12.2K
$1.7M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7+ 0.26% |
$552 - $619
|
2.66K
$369K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.6% |
$473 - $531
|
1K
$139K
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
6+ 0.05% |
$473 - $531
|
11.3K
$1.56M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5New |
$394 - $442
|
5
$694
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.19% |
$394 - $442
|
2.65K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.3% |
$394 - $442
|
1.65K
$228K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.2% |
$316 - $354
|
2.03K
$282K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.11% |
$316 - $354
|
3.58K
$496K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.06% |
$237 - $265
|
5.39K
$747K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.03% |
$158 - $177
|
7.11K
$987K
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$78.9 - $88.5
|
842
$117K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 2.22% |
$78.9 - $88.5
|
46
$6.38K
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$78.9 - $88.5
|
3.12K
$433K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$78.9 - $88.5
|
242
$33.6K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.71% |
$78.9 - $88.5
|
141
$19.6K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$78.9 - $88.5
|
468
$65K
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$78.9 - $88.5
|
4.29K
$596K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-14- 5.34% |
$1.1K - $1.24K
|
248
$34.4K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16- 0.05% |
$1.26K - $1.42K
|
35K
$4.85M
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-17- 1.31% |
$1.34K - $1.5K
|
1.28K
$177K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-24- 0.31% |
$1.89K - $2.12K
|
7.61K
$1.06M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-27- 0.68% |
$2.13K - $2.39K
|
3.97K
$551K
|