Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-939- 13.29% |
$94.8K - $111K
|
6.13K
$880K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-958- 13.4% |
$96.7K - $113K
|
6.19K
$888K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-963- 9.27% |
$97.2K - $114K
|
9.42K
$1.35M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1K- 3.55% |
$101K - $118K
|
27.3K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.03K- 2.11% |
$104K - $121K
|
47.7K
$6.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.1K- 10.82% |
$111K - $129K
|
9.05K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.11K- 3.59% |
$112K - $130K
|
29.7K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 21.24% |
$116K - $136K
|
4.27K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.18K- 8.64% |
$119K - $139K
|
12.4K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 11.18% |
$125K - $146K
|
9.85K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.26K- 33.47% |
$127K - $149K
|
2.51K
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.3K- 22.44% |
$131K - $153K
|
4.48K
$643K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.3K- 14.45% |
$131K - $153K
|
7.67K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 43.36% |
$133K - $156K
|
1.72K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.32K- 0.57% |
$134K - $156K
|
233K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34K- 15.78% |
$135K - $158K
|
7.17K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.43K- 7.27% |
$144K - $168K
|
18.2K
$2.61M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.45K- 11.07% |
$146K - $171K
|
11.6K
$1.67M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 0.61% |
$152K - $178K
|
245K
$35.2M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.51K- 64.9% |
$152K - $178K
|
816
$117K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.52K- 4.34% |
$153K - $179K
|
33.5K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.62K- 0.66% |
$163K - $191K
|
244K
$35M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.66K- 72.81% |
$168K - $196K
|
621
$89.1K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.69K- 1.24% |
$171K - $199K
|
134K
$19.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.73K- 3.37% |
$174K - $204K
|
49.6K
$7.11M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.81K- 1.91% |
$182K - $213K
|
92.6K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 2.75% |
$186K - $217K
|
65K
$9.33M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.86K- 4.71% |
$188K - $220K
|
37.7K
$5.41M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.88K- 6.14% |
$189K - $221K
|
28.7K
$4.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.92K- 0.94% |
$194K - $227K
|
203K
$29.1M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.96K- 11.9% |
$198K - $231K
|
14.5K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2K- 6.85% |
$202K - $236K
|
27.2K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.07K- 1.96% |
$208K - $244K
|
103K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.07K- 2.25% |
$209K - $244K
|
89.9K
$12.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.07K- 0.76% |
$209K - $244K
|
270K
$38.7M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.24K- 5.69% |
$226K - $264K
|
37.1K
$5.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.31K- 1.49% |
$233K - $273K
|
153K
$22M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.66K- 0.44% |
$269K - $314K
|
596K
$85.6M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.69K- 11.3% |
$271K - $317K
|
21.1K
$3.03M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.74K- 12.03% |
$277K - $323K
|
20K
$2.88M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.77K- 33.9% |
$280K - $327K
|
5.4K
$775K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.98K- 25.65% |
$301K - $352K
|
8.64K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.01K- 95.52% |
$303K - $354K
|
141
$20.2K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.01K- 4.39% |
$304K - $355K
|
65.7K
$9.43M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.13K- 63.82% |
$316K - $370K
|
1.78K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.18K- 10.82% |
$321K - $374K
|
26.2K
$3.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.31K- 22.08% |
$334K - $390K
|
11.7K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3.72K- 4.3% |
$376K - $439K
|
82.7K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.84K- 5.44% |
$387K - $452K
|
66.6K
$9.56M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.05K- 48.63% |
$409K - $478K
|
4.28K
$614K
|