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
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-218- 2.25% |
$19.9K - $22.8K
|
9.46K
$1.31M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-220- 1.77% |
$20K - $23K
|
12.2K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-230- 4.12% |
$20.9K - $24K
|
5.35K
$742K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-237- 63.03% |
$21.6K - $24.8K
|
139
$19.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-239- 0.09% |
$21.8K - $25K
|
270K
$37.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-243- 69.03% |
$22.1K - $25.4K
|
109
$15.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-245- 9.67% |
$22.3K - $25.6K
|
2.29K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-249- 7.56% |
$22.7K - $26K
|
3.04K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-279- 5.3% |
$25.4K - $29.2K
|
4.99K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-286- 5.18% |
$26K - $29.9K
|
5.23K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-301- 9.32% |
$27.4K - $31.5K
|
2.93K
$406K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-321- 3.39% |
$29.2K - $33.5K
|
9.14K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-326- 1.35% |
$29.7K - $34.1K
|
23.8K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-380- 2.49% |
$34.6K - $39.7K
|
14.9K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 16.78% |
$39K - $44.7K
|
2.12K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-434- 6.67% |
$39.5K - $45.4K
|
6.07K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-453- 9.42% |
$41.3K - $47.3K
|
4.36K
$604K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-481- 8.85% |
$43.8K - $50.3K
|
4.95K
$687K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-500- 10.72% |
$45.5K - $52.3K
|
4.16K
$578K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-500- 9.1% |
$45.5K - $52.3K
|
5K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-500- 9.18% |
$45.5K - $52.3K
|
4.94K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-506- 5.61% |
$46.1K - $52.9K
|
8.51K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-522- 52.57% |
$47.5K - $54.6K
|
471
$65.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-527- 3.72% |
$48K - $55.1K
|
13.6K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-527- 2.8% |
$48K - $55.1K
|
18.3K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-550- 12.74% |
$50.1K - $57.5K
|
3.77K
$523K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-573- 9.51% |
$52.2K - $59.9K
|
5.45K
$757K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-584- 20.36% |
$53.2K - $61K
|
2.28K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-591- 0.94% |
$53.8K - $61.8K
|
62.1K
$8.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-620- 2.46% |
$56.5K - $64.8K
|
24.6K
$3.41M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-644- 15.78% |
$58.6K - $67.3K
|
3.44K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-687- 7.16% |
$62.6K - $71.8K
|
8.91K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-697- 60.29% |
$63.5K - $72.8K
|
459
$63.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-697- 2.85% |
$63.5K - $72.8K
|
23.8K
$3.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-721- 9.86% |
$65.7K - $75.4K
|
6.59K
$915K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-723- 9.56% |
$65.8K - $75.6K
|
6.84K
$950K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-727- 2.39% |
$66.2K - $76K
|
29.7K
$4.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-755- 22.67% |
$68.8K - $78.9K
|
2.58K
$357K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-768- 81.96% |
$69.9K - $80.3K
|
169
$23.5K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-817- 5.42% |
$74.4K - $85.4K
|
14.2K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-832- 2.3% |
$75.8K - $87K
|
35.4K
$4.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-889- 24.01% |
$81K - $92.9K
|
2.81K
$391K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-894- 6.54% |
$81.4K - $93.4K
|
12.8K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-955- 20.08% |
$87K - $99.8K
|
3.8K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-965- 0.49% |
$87.9K - $101K
|
197K
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-965- 6.06% |
$87.9K - $101K
|
15K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-999- 3.72% |
$91K - $104K
|
25.9K
$3.59M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 2.47% |
$93.2K - $107K
|
40.4K
$5.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.03K- 24.74% |
$93.7K - $108K
|
3.13K
$435K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.05K- 2.57% |
$95.4K - $110K
|
39.7K
$5.5M
|