Latest Institutional Transactions on Ishares Factors Us Growth Styl (STLG)
This table provides information on the latest institutional transactions involving Ishares Factors Us Growth Styl (STLG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 18.51% |
N/A
|
45.4K
$2.29M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12New |
N/A
|
12
$604
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
15.1K+ 9.24% |
N/A
|
178K
$8.98M
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.64K+ 5.1% |
N/A
|
95.8K
$4.82M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.65K- 49.99% |
N/A
|
8.66K
$436K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
509+ 5.92% |
N/A
|
9.11K
$458K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
151K+ 76.81% |
N/A
|
348K
$17.5M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
18.8K+ 61.02% |
N/A
|
49.7K
$2.5M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
149New |
N/A
|
149
$7.5K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.2K+ 15.1% |
N/A
|
16.8K
$843K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 7.43% |
N/A
|
125K
$6.28M
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
3.89K+ 40.49% |
N/A
|
13.5K
$680K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.5KNew |
N/A
|
40.5K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
50New |
N/A
|
50
$2.52K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25+ 18.66% |
N/A
|
159
$8K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
N/A
|
50
$2.52K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600New |
N/A
|
600
$30.2K
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
7.65KNew |
N/A
|
7.65K
$385K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40.3K+ 64.0% |
N/A
|
103K
$5.19M
|
|
Q3 2024 | |||||||
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
119KNew |
$5.6M - $6.47M
|
119K
$5.99M
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$47 - $54.4
|
1
$50.3
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$189K - $218K
|
4.01K
$202K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.01KNew |
$330K - $381K
|
7.01K
$352K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1New |
$0 - $52.4
|
1
$50.3
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.44KNew |
$0 - $337K
|
6.44K
$324K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-148- 1.71% |
$0 - $7.76K
|
8.53K
$429K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
183New |
$0 - $9.59K
|
183
$9.21K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47KNew |
$178K - $214K
|
4.47K
$225K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
45.8KNew |
$1.62M - $1.74M
|
45.8K
$2.3M
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-80K- 76.19% |
$2.24M - $2.96M
|
25K
$1.26M
|