Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.27MNew |
$165M - $184M
|
1.27M
$182M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
426K+ 29.21% |
$55.4M - $61.8M
|
1.88M
$271M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
211KNew |
$27.4M - $30.6M
|
211K
$30.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
187KNew |
$24.2M - $27M
|
187K
$26.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
109K+ 842.43% |
$14.2M - $15.8M
|
122K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
93.3K+ 28.25% |
$12.1M - $13.5M
|
424K
$60.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
93.3KNew |
$12.1M - $13.5M
|
93.3K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
71.3K+ 52.15% |
$9.26M - $10.3M
|
208K
$29.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.2K+ 51.39% |
$8.22M - $9.17M
|
186K
$26.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.2K+ 476.39% |
$7.31M - $8.15M
|
68K
$9.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.3K+ 54.76% |
$7.05M - $7.87M
|
153K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
50.3KNew |
$6.54M - $7.3M
|
50.3K
$7.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
48.9K+ 2.59% |
$6.35M - $7.09M
|
1.93M
$278M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
48.1K+ 14.09% |
$6.25M - $6.97M
|
389K
$55.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46.3K+ 18.65% |
$6.01M - $6.71M
|
294K
$42.2M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.2KNew |
$5.36M - $5.98M
|
41.2K
$5.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
39.5K+ 8.15% |
$5.13M - $5.73M
|
524K
$75.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33.7K+ 4.01% |
$4.38M - $4.88M
|
875K
$126M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29.7K+ 2913.53% |
$3.86M - $4.31M
|
30.7K
$4.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
28.9KNew |
$3.76M - $4.19M
|
28.9K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28.2K+ 6374.49% |
$3.67M - $4.09M
|
28.7K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9K+ 1.72% |
$2.98M - $3.32M
|
1.36M
$195M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
19.2K+ 12.07% |
$2.49M - $2.78M
|
178K
$25.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 3.25% |
$2.37M - $2.65M
|
580K
$83.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$2.37M - $2.64M
|
18.2K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
16.3K+ 145.75% |
$2.11M - $2.36M
|
27.4K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 28.45% |
$1.97M - $2.19M
|
68.4K
$9.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 18.31% |
$1.92M - $2.14M
|
95.3K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
14.7K+ 18.16% |
$1.92M - $2.14M
|
95.9K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
12.2K+ 49.9% |
$1.59M - $1.77M
|
36.8K
$5.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 30.39% |
$1.52M - $1.69M
|
50.1K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.5KNew |
$1.49M - $1.67M
|
11.5K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.79KNew |
$1.14M - $1.27M
|
8.79K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.74K+ 23.41% |
$1.14M - $1.27M
|
46.1K
$6.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.66KNew |
$1.12M - $1.25M
|
8.66K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.48KNew |
$973K - $1.08M
|
7.48K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.37K+ 6.15% |
$958K - $1.07M
|
127K
$18.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
6.9K+ 2.66% |
$897K - $1M
|
266K
$38.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.72KNew |
$873K - $974K
|
6.72K
$965K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.66K+ 9.46% |
$866K - $966K
|
77.1K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.18K+ 145.95% |
$803K - $896K
|
10.4K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.15K+ 215.09% |
$799K - $891K
|
9K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.1K+ 3.37% |
$793K - $885K
|
187K
$26.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.02KNew |
$653K - $728K
|
5.02K
$721K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.96K+ 6.37% |
$645K - $719K
|
82.9K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.75KNew |
$617K - $689K
|
4.75K
$682K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.74KNew |
$615K - $687K
|
4.74K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.63K+ 82.3% |
$602K - $671K
|
10.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.17K+ 83.57% |
$542K - $605K
|
9.16K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.04K+ 2.05% |
$525K - $585K
|
201K
$28.9M
|