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 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.16% |
$520 - $580
|
2.51K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3+ 0.18% |
$390 - $435
|
1.66K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.14% |
$390 - $435
|
2.08K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.04% |
$390 - $435
|
6.99K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3+ 0.06% |
$390 - $435
|
5.03K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.11% |
$390 - $435
|
2.68K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.05% |
$260 - $290
|
4.09K
$586K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$260 - $290
|
2
$287
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.21% |
$260 - $290
|
934
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.32% |
$130 - $145
|
315
$45.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$130 - $145
|
17.5K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.04% |
$130 - $145
|
50
$7.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$130 - $145
|
602
$86.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.44% |
$130 - $145
|
228
$32.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$130 - $145
|
527
$75.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $145
|
8.59K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4- 0.12% |
$520 - $580
|
3.2K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 0.07% |
$520 - $580
|
5.82K
$836K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-11- 0.44% |
$1.43K - $1.59K
|
2.5K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13- 0.22% |
$1.69K - $1.88K
|
6K
$861K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$1.82K - $2.03K
|
4.68K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.32% |
$1.82K - $2.03K
|
4.34K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-14- 0.05% |
$1.82K - $2.03K
|
28.4K
$4.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.27% |
$1.95K - $2.17K
|
5.55K
$796K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17- 0.86% |
$2.21K - $2.46K
|
1.95K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18- 0.33% |
$2.34K - $2.61K
|
5.38K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-19- 0.1% |
$2.47K - $2.75K
|
18.3K
$2.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-22- 0.49% |
$2.86K - $3.19K
|
4.45K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-25- 0.83% |
$3.25K - $3.62K
|
2.97K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 1.07% |
$3.25K - $3.62K
|
2.31K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-26- 0.9% |
$3.38K - $3.77K
|
2.87K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-29- 0.18% |
$3.77K - $4.2K
|
15.7K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-29- 3.28% |
$3.77K - $4.2K
|
856
$123K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 0.56% |
$3.9K - $4.35K
|
5.36K
$770K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 1.44% |
$3.9K - $4.35K
|
2.06K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.29% |
$4.55K - $5.07K
|
12.2K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-40- 0.17% |
$5.2K - $5.8K
|
24.1K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-45- 0.9% |
$5.85K - $6.52K
|
4.95K
$710K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45- 0.34% |
$5.85K - $6.52K
|
13.2K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 1.16% |
$6.11K - $6.81K
|
3.99K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-47- 0.02% |
$6.11K - $6.81K
|
301K
$43.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 2.56% |
$6.5K - $7.25K
|
1.91K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-62- 3.77% |
$8.06K - $8.99K
|
1.58K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-71- 1.33% |
$9.23K - $10.3K
|
5.26K
$755K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-78- 0.91% |
$10.1K - $11.3K
|
8.45K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-79- 1.9% |
$10.3K - $11.5K
|
4.08K
$586K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-79- 2.16% |
$10.3K - $11.5K
|
3.58K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-81- 38.21% |
$10.5K - $11.7K
|
131
$18.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-82- 4.03% |
$10.7K - $11.9K
|
1.95K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-92- 0.43% |
$12K - $13.3K
|
21.1K
$3.03M
|