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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.46KNew |
$190K - $212K
|
1.46K
$210K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
1.45KNew |
$188K - $210K
|
1.45K
$208K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.42K+ 5.8% |
$185K - $206K
|
26K
$3.73M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.42KNew |
$185K - $206K
|
1.42K
$204K
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.42K+ 1.95% |
$184K - $206K
|
74.3K
$10.7M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.41K+ 92.01% |
$183K - $204K
|
2.93K
$421K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.38K+ 8.88% |
$180K - $200K
|
17K
$2.43M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 1.06% |
$164K - $183K
|
120K
$17.2M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.22K+ 64.56% |
$159K - $177K
|
3.12K
$448K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.21K+ 4.24% |
$157K - $175K
|
29.7K
$4.26M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$153K - $171K
|
1.18K
$169K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 11.18% |
$147K - $164K
|
11.3K
$1.62M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.05K+ 3.58% |
$137K - $153K
|
30.4K
$4.37M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.02K+ 12.89% |
$132K - $148K
|
8.93K
$1.28M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
992+ 10.35% |
$129K - $144K
|
10.6K
$1.52M
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
978+ 2.56% |
$127K - $142K
|
39.2K
$5.63M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
977+ 92.69% |
$127K - $142K
|
2.03K
$292K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
913+ 2.88% |
$119K - $132K
|
32.6K
$4.68M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
910+ 14.1% |
$118K - $132K
|
7.37K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
852+ 15.41% |
$111K - $124K
|
6.38K
$916K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
852New |
$111K - $124K
|
852
$122K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
750+ 2.89% |
$97.5K - $109K
|
26.7K
$3.83M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
737New |
$95.8K - $107K
|
737
$106K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
695+ 7.45% |
$90.3K - $101K
|
10K
$1.44M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
692+ 31.24% |
$89.9K - $100K
|
2.91K
$417K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
682+ 0.57% |
$88.6K - $98.9K
|
119K
$17.1M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
678+ 7.33% |
$88.1K - $98.3K
|
9.92K
$1.42M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
637New |
$82.8K - $92.3K
|
637
$91.4K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
595New |
$77.3K - $86.3K
|
595
$85.4K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
587New |
$76.3K - $85.1K
|
587
$84.3K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
535+ 37.92% |
$69.5K - $77.6K
|
1.95K
$279K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
491New |
$63.8K - $71.2K
|
491
$70.5K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
472+ 14.76% |
$61.3K - $68.4K
|
3.67K
$527K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
414+ 3.95% |
$53.8K - $60K
|
10.9K
$1.56M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
364New |
$47.3K - $52.8K
|
364
$52.2K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
353+ 3.42% |
$45.9K - $51.2K
|
10.7K
$1.53M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
350+ 0.35% |
$45.5K - $50.7K
|
99K
$14.2M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
336+ 5.34% |
$43.7K - $48.7K
|
6.63K
$951K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
333New |
$43.3K - $48.3K
|
333
$47.8K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
311+ 2.01% |
$40.4K - $45.1K
|
15.8K
$2.26M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
303New |
$39.4K - $43.9K
|
303
$43.5K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
297+ 57.01% |
$38.6K - $43.1K
|
818
$117K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
293+ 1.7% |
$38.1K - $42.5K
|
17.5K
$2.51M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
293New |
$38.1K - $42.5K
|
293
$42.1K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
244+ 1.6% |
$31.7K - $35.4K
|
15.5K
$2.23M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
243New |
$31.6K - $35.2K
|
243
$34.9K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
209+ 0.11% |
$27.2K - $30.3K
|
185K
$26.6M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199+ 1.66% |
$25.9K - $28.8K
|
12.2K
$1.75M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
195+ 1.95% |
$25.3K - $28.3K
|
10.2K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
195+ 7.16% |
$25.3K - $28.3K
|
2.92K
$419K
|