Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-314- 2.34% |
$25.2K - $31.1K
|
13.1K
$1.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-316- 0.64% |
$25.3K - $31.3K
|
48.7K
$6.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-329- 0.87% |
$26.4K - $32.6K
|
37.4K
$4.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-381- 2.74% |
$30.5K - $37.7K
|
13.5K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-400- 2.62% |
$32.1K - $39.6K
|
14.8K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-436- 0.37% |
$35K - $43.2K
|
118K
$15M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-437- 2.26% |
$35K - $43.3K
|
18.9K
$2.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-441- 1.0% |
$35.4K - $43.7K
|
43.5K
$5.52M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-452- 12.53% |
$36.2K - $44.8K
|
3.15K
$401K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-519- 36.55% |
$41.6K - $51.4K
|
901
$114K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-526- 17.38% |
$42.2K - $52.1K
|
2.5K
$318K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-533- 1.66% |
$42.7K - $52.8K
|
31.6K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-569- 17.98% |
$45.6K - $56.3K
|
2.6K
$330K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-573- 4.2% |
$45.9K - $56.7K
|
13.1K
$1.66M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-599- 17.35% |
$48K - $59.3K
|
2.85K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-646- 16.93% |
$51.8K - $64K
|
3.17K
$403K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-658- 2.85% |
$52.8K - $65.2K
|
22.4K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-713- 15.46% |
$57.2K - $70.6K
|
3.9K
$495K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-715- 4.98% |
$57.3K - $70.8K
|
13.6K
$1.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-792- 4.12% |
$63.5K - $78.4K
|
18.4K
$2.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-806- 9.54% |
$64.6K - $79.8K
|
7.65K
$971K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-857- 13.66% |
$68.7K - $84.9K
|
5.42K
$688K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-895- 5.74% |
$71.8K - $88.6K
|
14.7K
$1.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.01K- 11.08% |
$80.6K - $99.5K
|
8.07K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.03K- 3.12% |
$82.7K - $102K
|
32K
$4.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.06K- 2.48% |
$85.1K - $105K
|
41.7K
$5.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.08K- 4.42% |
$86.4K - $107K
|
23.3K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.15K- 12.57% |
$91.9K - $113K
|
7.97K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 11.65% |
$104K - $128K
|
9.82K
$1.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 1.68% |
$114K - $141K
|
82.9K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.63K- 22.49% |
$130K - $161K
|
5.6K
$711K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.7K- 5.13% |
$136K - $168K
|
31.4K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.71K- 29.37% |
$137K - $170K
|
4.12K
$523K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.75K- 7.24% |
$140K - $173K
|
22.4K
$2.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.79K- 33.86% |
$143K - $177K
|
3.49K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.85K- 1.43% |
$148K - $183K
|
127K
$16.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.86K- 17.47% |
$149K - $184K
|
8.8K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.97K- 40.9% |
$158K - $195K
|
2.85K
$362K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.98K- 1.88% |
$159K - $196K
|
103K
$13.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.41K- 9.64% |
$193K - $239K
|
22.6K
$2.87M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.44K- 4.58% |
$195K - $241K
|
50.7K
$6.45M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.55K- 7.37% |
$204K - $252K
|
32K
$4.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.55K- 2.36% |
$204K - $252K
|
105K
$13.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.64K- 4.8% |
$212K - $261K
|
52.3K
$6.64M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 9.59% |
$231K - $285K
|
27.1K
$3.44M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.92K- 40.34% |
$234K - $289K
|
4.32K
$549K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.92K- 40.34% |
$234K - $289K
|
4.32K
$549K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-3.28K- 36.89% |
$263K - $325K
|
5.61K
$712K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.35K- 54.91% |
$269K - $332K
|
2.75K
$350K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.45K- 3.03% |
$277K - $342K
|
111K
$14M
|