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 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
62+ 0.22% |
$5.65K - $6.48K
|
28.2K
$3.92M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
60New |
$5.46K - $6.27K
|
60
$8.33K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
58+ 0.08% |
$5.28K - $6.06K
|
75.1K
$10.4M
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
57+ 0.99% |
$5.19K - $5.96K
|
5.82K
$808K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$4.74K - $5.43K
|
52
$7.22K
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 14.29% |
$4.55K - $5.23K
|
400
$55.5K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
49+ 2.4% |
$4.46K - $5.12K
|
2.09K
$290K
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.61% |
$4.28K - $4.91K
|
7.79K
$1.08M
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
44+ 0.93% |
$4.01K - $4.6K
|
4.8K
$666K
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
43+ 0.69% |
$3.92K - $4.49K
|
6.25K
$867K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
42+ 0.96% |
$3.82K - $4.39K
|
4.4K
$611K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
41+ 0.69% |
$3.73K - $4.28K
|
6.02K
$836K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
40+ 0.69% |
$3.64K - $4.18K
|
5.87K
$815K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
38New |
$3.46K - $3.97K
|
38
$5.27K
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
34+ 0.33% |
$3.1K - $3.55K
|
10.4K
$1.44M
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
32+ 0.54% |
$2.91K - $3.34K
|
5.96K
$827K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
31+ 3.46% |
$2.82K - $3.24K
|
928
$129K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.73K - $3.14K
|
30
$4.16K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.68% |
$2.73K - $3.14K
|
4.45K
$618K
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27+ 0.96% |
$2.46K - $2.82K
|
2.85K
$396K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
27+ 0.96% |
$2.46K - $2.82K
|
2.85K
$396K
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.69% |
$2.09K - $2.4K
|
3.37K
$468K
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20+ 0.27% |
$1.82K - $2.09K
|
7.54K
$1.05M
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
20+ 0.44% |
$1.82K - $2.09K
|
4.56K
$632K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$1.73K - $1.99K
|
19
$2.64K
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.72% |
$1.64K - $1.88K
|
2.53K
$352K
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.67% |
$1.64K - $1.88K
|
2.69K
$373K
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
16+ 0.56% |
$1.46K - $1.67K
|
2.89K
$401K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.53% |
$1.27K - $1.46K
|
2.68K
$372K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 15.22% |
$1.27K - $1.46K
|
106
$14.7K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14+ 6.83% |
$1.27K - $1.46K
|
219
$30.4K
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
11+ 0.22% |
$1K - $1.15K
|
5K
$694K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.14% |
$728 - $836
|
5.88K
$816K
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7New |
$637 - $732
|
7
$972
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.69% |
$637 - $732
|
1.02K
$141K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5+ 0.18% |
$455 - $523
|
2.72K
$377K
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.06% |
$364 - $418
|
6.99K
$969K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.08% |
$364 - $418
|
5.13K
$713K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$364 - $418
|
877
$122K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.15% |
$364 - $418
|
2.67K
$371K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.2% |
$273 - $314
|
1.5K
$209K
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.1% |
$273 - $314
|
3.11K
$431K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$273 - $314
|
4.13K
$573K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$182 - $209
|
17.4K
$2.41M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.49% |
$182 - $209
|
413
$57.3K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.24% |
$91.1 - $105
|
422
$58.6K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 2.56% |
$91.1 - $105
|
40
$5.55K
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4- -0.0% |
$364 - $418
|
134K
$18.6M
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12- 0.72% |
$1.09K - $1.25K
|
1.65K
$230K
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-16- 0.06% |
$1.46K - $1.67K
|
27.2K
$3.78M
|