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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16K- 2.02% |
$2.07M - $2.31M
|
774K
$111M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-17.3K- 4.23% |
$2.25M - $2.51M
|
392K
$56.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-19.5K- 16.15% |
$2.53M - $2.82M
|
101K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-23.1K- 9.03% |
$3M - $3.35M
|
233K
$33.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23.8K- 4.84% |
$3.1M - $3.46M
|
469K
$67.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-27K- 29.18% |
$3.51M - $3.92M
|
65.6K
$9.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27.5K- 7.32% |
$3.57M - $3.98M
|
347K
$49.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-31.8K- 14.68% |
$4.14M - $4.61M
|
185K
$26.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-38.1K- 54.26% |
$4.95M - $5.53M
|
32.1K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46K- 11.06% |
$5.97M - $6.66M
|
369K
$53M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-67.4K- 26.01% |
$8.76M - $9.77M
|
192K
$27.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-184K- 98.75% |
$23.9M - $26.7M
|
2.33K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-209K- 99.28% |
$27.2M - $30.4M
|
1.51K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-371K- 34.74% |
$48.3M - $53.8M
|
698K
$100M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-384K- 71.03% |
$49.8M - $55.6M
|
156K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-788K- 11.12% |
$102M - $114M
|
6.29M
$903M
|