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 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.61K- 92.5% |
$442K - $496K
|
455
$64.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.8K- 25.84% |
$457K - $513K
|
16.6K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.48K- 53.52% |
$511K - $574K
|
5.63K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.59K- 21.0% |
$519K - $583K
|
24.8K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.99K- 16.06% |
$551K - $618K
|
36.5K
$5.19M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.3KClosed |
$576K - $646K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-7.73K- 57.96% |
$609K - $684K
|
5.6K
$796K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.77K- 34.42% |
$613K - $688K
|
14.8K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.04K- 1.1% |
$634K - $711K
|
720K
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-8.42K- 28.15% |
$664K - $745K
|
21.5K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.48KClosed |
$748K - $839K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.66K- 5.24% |
$762K - $854K
|
175K
$24.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-10.8K- 18.79% |
$849K - $952K
|
46.5K
$6.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.1K- 32.37% |
$955K - $1.07M
|
25.3K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 17.23% |
$966K - $1.08M
|
58.8K
$8.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-13.3K- 3.68% |
$1.05M - $1.18M
|
349K
$49.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13.6K- 5.43% |
$1.07M - $1.2M
|
237K
$33.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 6.34% |
$1.13M - $1.27M
|
212K
$30.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.5K- 1.55% |
$1.14M - $1.28M
|
920K
$131M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.9K- 65.86% |
$1.18M - $1.32M
|
7.74K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.1K- 11.25% |
$1.35M - $1.52M
|
135K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-19.7K- 20.28% |
$1.56M - $1.75M
|
77.6K
$11M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-21.7K- 13.3% |
$1.71M - $1.92M
|
141K
$20.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.3K- 3.4% |
$1.76M - $1.97M
|
634K
$90.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-25.6K- 22.62% |
$2.02M - $2.27M
|
87.7K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.2K- 19.29% |
$2.62M - $2.94M
|
139K
$19.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-34.1K- 90.93% |
$2.69M - $3.02M
|
3.41K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.1K- 18.88% |
$3.01M - $3.37M
|
164K
$23.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.2K- 24.21% |
$3.01M - $3.38M
|
120K
$17M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-38.5K- 10.43% |
$3.04M - $3.41M
|
331K
$47M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-44.1K- 59.36% |
$3.48M - $3.9M
|
30.2K
$4.29M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47.1K- 8.23% |
$3.71M - $4.16M
|
525K
$74.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-51.1K- 85.06% |
$4.03M - $4.52M
|
8.97K
$1.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-68.7K- 63.65% |
$5.42M - $6.08M
|
39.2K
$5.57M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-73.7K- 30.27% |
$5.82M - $6.52M
|
170K
$24.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-76.4K- 82.1% |
$6.03M - $6.76M
|
16.7K
$2.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-83.4K- 38.13% |
$6.58M - $7.38M
|
135K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-89.5K- 20.47% |
$7.06M - $7.92M
|
348K
$49.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141K- 33.41% |
$11.1M - $12.4M
|
280K
$39.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-161K- 9.12% |
$12.7M - $14.2M
|
1.6M
$228M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-164K- 93.87% |
$12.9M - $14.5M
|
10.7K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-220K- 26.93% |
$17.4M - $19.5M
|
597K
$84.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-310K- 19.14% |
$24.4M - $27.4M
|
1.31M
$186M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-416K- 89.67% |
$32.8M - $36.8M
|
47.9K
$6.81M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.4M- 99.98% |
$662M - $743M
|
1.58K
$225K
|