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 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
363+ 1.51% |
$33.1K - $37.9K
|
24.4K
$3.51M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
342+ 3.97% |
$31.1K - $35.7K
|
8.97K
$1.29M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
340+ 0.51% |
$31K - $35.5K
|
66.9K
$9.64M
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
333+ 6.8% |
$30.3K - $34.8K
|
5.23K
$754K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
321New |
$29.2K - $33.5K
|
321
$46.3K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
310New |
$28.2K - $32.4K
|
310
$44.7K
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
309+ 3.51% |
$28.1K - $32.3K
|
9.12K
$1.31M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
301+ 3.11% |
$27.4K - $31.5K
|
9.97K
$1.44M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
295+ 2.42% |
$26.9K - $30.8K
|
12.5K
$1.8M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
289New |
$26.3K - $30.2K
|
289
$41.7K
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
289+ 3.49% |
$26.3K - $30.2K
|
8.58K
$1.24M
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
286+ 1.5% |
$26K - $29.9K
|
19.4K
$2.79M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
281+ 10.26% |
$25.6K - $29.4K
|
3.02K
$435K
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
266+ 3.47% |
$24.2K - $27.8K
|
7.94K
$1.14M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
264+ 3.88% |
$24K - $27.6K
|
7.07K
$1.02M
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
247+ 2.41% |
$22.5K - $25.8K
|
10.5K
$1.51M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
231+ 3.65% |
$21K - $24.1K
|
6.56K
$946K
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
231+ 4.5% |
$21K - $24.1K
|
5.36K
$773K
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
217+ 0.12% |
$19.8K - $22.7K
|
184K
$26.5M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
211New |
$19.2K - $22.1K
|
211
$30.4K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
205+ 3.04% |
$18.7K - $21.4K
|
6.95K
$1M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
197+ 3.71% |
$17.9K - $20.6K
|
5.51K
$794K
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
190+ 0.69% |
$17.3K - $19.9K
|
27.9K
$4.02M
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
189+ 0.19% |
$17.2K - $19.8K
|
98.4K
$14.2M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
178+ 2.18% |
$16.2K - $18.6K
|
8.34K
$1.2M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
174New |
$15.8K - $18.2K
|
174
$25.1K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
161+ 0.99% |
$14.7K - $16.8K
|
16.5K
$2.37M
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
160New |
$14.6K - $16.7K
|
160
$23.1K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
159+ 0.85% |
$14.5K - $16.6K
|
18.8K
$2.7M
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
157+ 1.4% |
$14.3K - $16.4K
|
11.4K
$1.64M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
137+ 25.66% |
$12.5K - $14.3K
|
671
$96.7K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 3.02% |
$10.8K - $12.4K
|
4.07K
$586K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
117+ 2.76% |
$10.7K - $12.2K
|
4.36K
$629K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
113New |
$10.3K - $11.8K
|
113
$16.3K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
111+ 0.38% |
$10.1K - $11.6K
|
29K
$4.18M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
110New |
$10K - $11.5K
|
110
$15.9K
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
99+ 3.11% |
$9.01K - $10.3K
|
3.28K
$473K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
94+ 9.4% |
$8.56K - $9.82K
|
1.09K
$158K
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
94+ 0.93% |
$8.56K - $9.82K
|
10.2K
$1.47M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
92+ 0.56% |
$8.38K - $9.61K
|
16.6K
$2.39M
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
91+ 1.62% |
$8.29K - $9.51K
|
5.72K
$825K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
89+ 1.71% |
$8.1K - $9.3K
|
5.3K
$764K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
89+ 1.79% |
$8.1K - $9.3K
|
5.06K
$730K
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
85+ 3.28% |
$7.74K - $8.88K
|
2.68K
$386K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
84+ 1.18% |
$7.65K - $8.78K
|
7.2K
$1.04M
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
77+ 1.09% |
$7.01K - $8.05K
|
7.15K
$1.03M
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
75+ 0.31% |
$6.83K - $7.84K
|
24.7K
$3.55M
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
73+ 1.75% |
$6.65K - $7.63K
|
4.25K
$612K
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
66+ 0.57% |
$6.01K - $6.9K
|
11.7K
$1.69M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
65New |
$5.92K - $6.79K
|
65
$9.37K
|