Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.83M+ 601.39% |
$166M - $191M
|
2.13M
$274M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
426K+ 4090.02% |
$38.8M - $44.5M
|
437K
$56.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
378K+ 2.73% |
$34.4M - $39.5M
|
14.2M
$1.83B
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
310K+ 1491.68% |
$28.3M - $32.4M
|
331K
$42.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215K+ 21.21% |
$19.6M - $22.5M
|
1.23M
$158M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
150K+ 1.34% |
$13.6M - $15.6M
|
11.3M
$1.45B
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
146K+ 128.63% |
$13.3M - $15.3M
|
260K
$33.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
138K+ 21.5% |
$12.6M - $14.4M
|
779K
$100M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
123KNew |
$11.2M - $12.9M
|
123K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
113KNew |
$10.2M - $11.8M
|
113K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
92.8KNew |
$8.45M - $9.7M
|
92.8K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
89.2KNew |
$8.12M - $9.32M
|
89.2K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
88.6K+ 10.7% |
$8.07M - $9.26M
|
917K
$118M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68.8KNew |
$6.27M - $7.19M
|
68.8K
$8.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
53.6KNew |
$4.88M - $5.6M
|
53.6K
$6.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
41.1KNew |
$3.74M - $4.29M
|
41.1K
$5.28M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
36.1KNew |
$3.29M - $3.78M
|
36.1K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35.7KNew |
$3.25M - $3.73M
|
35.7K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29.8K+ 5.24% |
$2.71M - $3.11M
|
599K
$77M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
29K+ 7.98% |
$2.64M - $3.03M
|
392K
$50.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
28.3KNew |
$2.58M - $2.96M
|
28.3K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
27K+ 16.58% |
$2.46M - $2.82M
|
190K
$24.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
26.9K+ 72.87% |
$2.45M - $2.81M
|
63.8K
$8.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
26.4K+ 11.51% |
$2.4M - $2.76M
|
256K
$32.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23.8KNew |
$2.17M - $2.49M
|
23.8K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8K+ 968.96% |
$2.08M - $2.38M
|
25.2K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.2K+ 448.89% |
$1.84M - $2.11M
|
24.7K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.1K+ 4.01% |
$1.83M - $2.1M
|
523K
$67.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.6KNew |
$1.79M - $2.05M
|
19.6K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
19.3K+ 4.89% |
$1.76M - $2.02M
|
414K
$53.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.1KNew |
$1.74M - $2M
|
19.1K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19K+ 3.09% |
$1.73M - $1.99M
|
635K
$81.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
19KNew |
$1.73M - $1.98M
|
19K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.5K+ 3.61% |
$1.68M - $1.93M
|
530K
$68.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.3K+ 146.58% |
$1.66M - $1.91M
|
30.7K
$3.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
16.8K+ 13.26% |
$1.53M - $1.76M
|
144K
$18.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16.6KNew |
$1.51M - $1.73M
|
16.6K
$2.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
16.5K+ 139.69% |
$1.51M - $1.73M
|
28.4K
$3.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
16.5K+ 139.69% |
$1.51M - $1.73M
|
28.4K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16.1K+ 7.22% |
$1.46M - $1.68M
|
238K
$30.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
15.8K+ 288.87% |
$1.43M - $1.65M
|
21.2K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
14.6K+ 99.0% |
$1.33M - $1.52M
|
29.3K
$3.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13.8K+ 4.71% |
$1.26M - $1.44M
|
306K
$39.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
13.4K+ 4.1% |
$1.22M - $1.4M
|
341K
$43.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$1.2M - $1.38M
|
13.2K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13.1KNew |
$1.19M - $1.37M
|
13.1K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
13.1K+ 81.79% |
$1.19M - $1.36M
|
29K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.9KNew |
$1.18M - $1.35M
|
12.9K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.8K+ 7.22% |
$1.16M - $1.34M
|
190K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.5K+ 90.64% |
$1.14M - $1.31M
|
26.4K
$3.39M
|