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 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 2.39% |
$96K - $110K
|
43.1K
$5.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.09K- 10.96% |
$99.1K - $114K
|
8.84K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.12K- 10.91% |
$102K - $117K
|
9.12K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.16K- 1.64% |
$105K - $121K
|
69.1K
$9.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 32.96% |
$114K - $131K
|
2.55K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.3K- 17.45% |
$118K - $136K
|
6.13K
$851K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.3K- 0.76% |
$118K - $136K
|
171K
$23.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.32K- 3.22% |
$120K - $138K
|
39.6K
$5.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 17.45% |
$123K - $141K
|
6.37K
$885K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.37K- 3.53% |
$124K - $143K
|
37.4K
$5.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.39K- 2.78% |
$127K - $145K
|
48.7K
$6.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.41K- 2.15% |
$128K - $147K
|
64K
$8.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 8.5% |
$133K - $153K
|
15.8K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.49K- 10.85% |
$135K - $156K
|
12.2K
$1.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.54K- 15.82% |
$140K - $160K
|
8.17K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.59K- 3.6% |
$144K - $166K
|
42.4K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.73K- 1.58% |
$157K - $180K
|
107K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.83K- 19.24% |
$167K - $191K
|
7.69K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.98K- 16.05% |
$180K - $206K
|
10.3K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.98K- 15.65% |
$180K - $207K
|
10.7K
$1.48M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.08K- 6.84% |
$189K - $217K
|
28.3K
$3.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.11K- 42.19% |
$192K - $221K
|
2.89K
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.28K- 34.48% |
$208K - $239K
|
4.34K
$602K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.37K- 14.1% |
$216K - $247K
|
14.4K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.41K- 6.44% |
$220K - $252K
|
35.1K
$4.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.55K- 10.07% |
$232K - $267K
|
22.8K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.56K- 18.72% |
$233K - $267K
|
11.1K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.89K- 9.71% |
$263K - $302K
|
26.9K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.9K- 17.69% |
$264K - $303K
|
13.5K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.92K- 12.18% |
$266K - $305K
|
21.1K
$2.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.13K- 49.76% |
$285K - $327K
|
3.16K
$438K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-3.16K- 58.14% |
$287K - $330K
|
2.27K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.62K- 3.78% |
$329K - $378K
|
92K
$12.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.02K- 4.6% |
$366K - $420K
|
83.4K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.07K- 17.67% |
$370K - $425K
|
19K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4.19K- 7.46% |
$382K - $438K
|
52K
$7.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-5.19K- 5.27% |
$473K - $542K
|
93.4K
$13M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-5.21K- 1.78% |
$474K - $544K
|
287K
$39.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.43K- 2.57% |
$494K - $567K
|
206K
$28.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-5.54K- 16.27% |
$505K - $579K
|
28.5K
$3.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-5.67K- 3.24% |
$516K - $593K
|
169K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.76K- 9.82% |
$525K - $602K
|
52.9K
$7.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.82K- 42.72% |
$530K - $608K
|
7.8K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.91K- 89.09% |
$538K - $617K
|
723
$100K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.73K- 3.36% |
$613K - $703K
|
194K
$26.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.94K- 4.19% |
$632K - $725K
|
159K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.74K- 8.97% |
$705K - $809K
|
78.5K
$10.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.52K- 21.72% |
$776K - $890K
|
30.7K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.38K- 42.58% |
$854K - $980K
|
12.6K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-9.55K- 5.32% |
$870K - $998K
|
170K
$23.6M
|