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 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-93- 3.35% |
$12.1K - $13.5K
|
2.68K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-93- 5.1% |
$12.1K - $13.5K
|
1.73K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-96- 3.79% |
$12.5K - $13.9K
|
2.44K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-98- 5.74% |
$12.7K - $14.2K
|
1.61K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-110- 9.48% |
$14.3K - $15.9K
|
1.05K
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-122- 2.54% |
$15.9K - $17.7K
|
4.68K
$672K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-123- 2.17% |
$16K - $17.8K
|
5.54K
$794K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 2.38% |
$17.5K - $19.6K
|
5.54K
$795K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-145- 2.04% |
$18.8K - $21K
|
6.96K
$999K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-153- 2.82% |
$19.9K - $22.2K
|
5.26K
$755K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-161- 1.96% |
$20.9K - $23.3K
|
8.06K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-163- 3.87% |
$21.2K - $23.6K
|
4.05K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-172- 8.67% |
$22.4K - $24.9K
|
1.81K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-185- 2.67% |
$24K - $26.8K
|
6.74K
$967K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-194- 6.94% |
$25.2K - $28.1K
|
2.6K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-195- 88.64% |
$25.3K - $28.3K
|
25
$3.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-198- 0.06% |
$25.7K - $28.7K
|
332K
$47.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-200- 5.24% |
$26K - $29K
|
3.61K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-209- 2.02% |
$27.2K - $30.3K
|
10.2K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-225- 12.44% |
$29.2K - $32.6K
|
1.58K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-232- 0.58% |
$30.2K - $33.6K
|
39.5K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-252- 2.7% |
$32.7K - $36.5K
|
9.07K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-309- 0.61% |
$40.2K - $44.8K
|
50.7K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-316- 0.36% |
$41.1K - $45.8K
|
88.4K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-316- 3.0% |
$41.1K - $45.8K
|
10.2K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-325- 78.5% |
$42.2K - $47.1K
|
89
$12.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-335- 2.14% |
$43.5K - $48.6K
|
15.3K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-345- 8.65% |
$44.8K - $50K
|
3.65K
$523K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-388- 1.19% |
$50.4K - $56.2K
|
32.1K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-389- 12.8% |
$50.6K - $56.4K
|
2.65K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-394- 13.91% |
$51.2K - $57.1K
|
2.44K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-399- 1.43% |
$51.9K - $57.8K
|
27.5K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-418- 1.04% |
$54.3K - $60.6K
|
39.6K
$5.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-425- 6.91% |
$55.2K - $61.6K
|
5.73K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-448- 1.84% |
$58.2K - $64.9K
|
23.9K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-456- 4.45% |
$59.3K - $66.1K
|
9.79K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-462- 9.8% |
$60K - $67K
|
4.25K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-486- 11.38% |
$63.2K - $70.5K
|
3.79K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-508- 13.31% |
$66K - $73.6K
|
3.31K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-516- 2.31% |
$67.1K - $74.8K
|
21.8K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-526- 3.77% |
$68.4K - $76.3K
|
13.4K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-633- 6.41% |
$82.3K - $91.8K
|
9.24K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-642- 7.76% |
$83.4K - $93.1K
|
7.63K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-654- 5.27% |
$85K - $94.8K
|
11.7K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-673- 0.29% |
$87.5K - $97.6K
|
228K
$32.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-705- 15.56% |
$91.6K - $102K
|
3.83K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-731- 9.46% |
$95K - $106K
|
7K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-734- 23.6% |
$95.4K - $106K
|
2.38K
$341K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-740- 14.12% |
$96.2K - $107K
|
4.5K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-764- 12.75% |
$99.3K - $111K
|
5.23K
$750K
|