Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
119+ 0.95% |
$13.1K - $15.3K
|
12.7K
$1.82M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
106+ 0.55% |
$11.7K - $13.6K
|
19.4K
$2.78M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
103+ 0.5% |
$11.3K - $13.2K
|
20.8K
$2.99M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 1.85% |
$11K - $12.9K
|
5.51K
$791K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
83+ 0.96% |
$9.13K - $10.7K
|
8.74K
$1.25M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75+ 4.55% |
$8.25K - $9.64K
|
1.72K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
74New |
$8.14K - $9.52K
|
74
$10.6K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
72New |
$7.92K - $9.26K
|
72
$10.3K
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
65+ 1.73% |
$7.15K - $8.36K
|
3.83K
$550K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
60New |
$6.6K - $7.72K
|
60
$8.61K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
59+ 0.39% |
$6.49K - $7.59K
|
15.3K
$2.2M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 0.79% |
$5.94K - $6.94K
|
6.91K
$992K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
54+ 0.75% |
$5.94K - $6.94K
|
7.28K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
$5.94K - $6.94K
|
54
$7.75K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
53+ 2.07% |
$5.83K - $6.82K
|
2.62K
$375K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
43+ 1.34% |
$4.73K - $5.53K
|
3.24K
$466K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
43+ 0.8% |
$4.73K - $5.53K
|
5.44K
$781K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.0% |
$4.51K - $5.27K
|
4.16K
$597K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 0.4% |
$4.51K - $5.27K
|
10.2K
$1.47M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40+ 1.09% |
$4.4K - $5.14K
|
3.72K
$534K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
38+ 13.72% |
$4.18K - $4.89K
|
315
$45.2K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
34New |
$3.74K - $4.37K
|
34
$4.88K
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
31+ 0.52% |
$3.41K - $3.99K
|
6.03K
$865K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 0.67% |
$3.3K - $3.86K
|
4.49K
$644K
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
30+ 0.73% |
$3.3K - $3.86K
|
4.11K
$590K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
27+ 0.28% |
$2.97K - $3.47K
|
9.54K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
24New |
$2.64K - $3.09K
|
24
$3.44K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$2.42K - $2.83K
|
22
$3.16K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17+ 0.07% |
$1.87K - $2.19K
|
24.2K
$3.47M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.18% |
$1.54K - $1.8K
|
7.71K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
13New |
$1.43K - $1.67K
|
13
$1.87K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
12+ 0.11% |
$1.32K - $1.54K
|
10.6K
$1.53M
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$1.21K - $1.41K
|
10.5K
$1.5M
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.55% |
$1.1K - $1.29K
|
1.84K
$263K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.46% |
$990 - $1.16K
|
1.96K
$281K
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
8+ 0.13% |
$880 - $1.03K
|
6.26K
$899K
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.1% |
$880 - $1.03K
|
7.81K
$1.12M
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
8+ 0.11% |
$880 - $1.03K
|
6.97K
$1M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 14.0% |
$770 - $900
|
57
$8.18K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.12% |
$770 - $900
|
5.89K
$845K
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$660 - $772
|
5.56K
$798K
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6+ 0.05% |
$660 - $772
|
11.9K
$1.71M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4+ 0.04% |
$440 - $514
|
9.24K
$1.33M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$440 - $514
|
5.89K
$845K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$440 - $514
|
3.38K
$485K
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$330 - $386
|
2.9K
$416K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$220 - $257
|
884
$127K
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.04% |
$220 - $257
|
5.02K
$720K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.02% |
$110 - $129
|
4.46K
$641K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.1% |
$110 - $129
|
1.02K
$146K
|