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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.16KNew |
$379K - $435K
|
4.16K
$600K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.14KNew |
$377K - $432K
|
4.14K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 8.17% |
$372K - $427K
|
54.1K
$7.79M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.06KNew |
$370K - $424K
|
4.06K
$585K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.05K+ 74.78% |
$369K - $424K
|
9.47K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.99KNew |
$363K - $417K
|
3.99K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.91KNew |
$356K - $408K
|
3.91K
$563K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.8K+ 8.01% |
$346K - $398K
|
51.3K
$7.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.69K+ 14.37% |
$336K - $385K
|
29.4K
$4.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.6K+ 1.48% |
$327K - $376K
|
246K
$35.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.59KNew |
$327K - $375K
|
3.59K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.57KNew |
$325K - $373K
|
3.57K
$515K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.43KNew |
$313K - $359K
|
3.43K
$495K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.4K+ 15.85% |
$310K - $355K
|
24.8K
$3.58M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
3.24K+ 33.23% |
$295K - $339K
|
13K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.15KNew |
$287K - $330K
|
3.15K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$286K - $329K
|
3.15K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.15KNew |
$286K - $329K
|
3.15K
$453K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.14K+ 3.07% |
$286K - $328K
|
105K
$15.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.12K+ 11.39% |
$284K - $326K
|
30.5K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.03KNew |
$276K - $317K
|
3.03K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.96K+ 6.93% |
$270K - $309K
|
45.7K
$6.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.87KNew |
$261K - $300K
|
2.87K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.84KNew |
$258K - $296K
|
2.84K
$409K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.78KNew |
$253K - $291K
|
2.78K
$401K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.64K+ 1.31% |
$241K - $276K
|
205K
$29.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.61K+ 0.69% |
$238K - $273K
|
380K
$54.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2.57KNew |
$234K - $269K
|
2.57K
$370K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$233K - $267K
|
2.56K
$368K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.45KNew |
$223K - $256K
|
2.45K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
2.34K+ 3.53% |
$213K - $245K
|
68.8K
$9.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.29K+ 7.13% |
$208K - $239K
|
34.3K
$4.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$199K - $228K
|
2.19K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 3.8% |
$198K - $228K
|
59.5K
$8.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.17KNew |
$198K - $227K
|
2.17K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$196K - $224K
|
2.15K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.11K+ 2.04% |
$192K - $220K
|
106K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$191K - $219K
|
2.1K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.07KNew |
$189K - $217K
|
2.07K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.04KNew |
$186K - $214K
|
2.04K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.02KNew |
$184K - $211K
|
2.02K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.02KNew |
$183K - $211K
|
2.02K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.01K+ 8.61% |
$183K - $210K
|
25.4K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2KNew |
$182K - $209K
|
2K
$288K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.98KNew |
$181K - $207K
|
1.98K
$286K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.98K+ 2.9% |
$181K - $207K
|
70.5K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.95KNew |
$178K - $204K
|
1.95K
$281K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$177K - $203K
|
1.94K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.94K+ 44.8% |
$177K - $203K
|
6.27K
$904K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.92KNew |
$175K - $201K
|
1.92K
$277K
|