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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.52K- 42.44% |
$362K - $447K
|
6.12K
$883K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.58K- 20.38% |
$367K - $453K
|
17.9K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.61K- 13.35% |
$369K - $456K
|
29.9K
$4.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.65K- 10.02% |
$373K - $460K
|
41.7K
$6.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.74K- 37.2% |
$380K - $469K
|
8K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.08K- 4.96% |
$407K - $503K
|
97.4K
$14M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.26K- 2.59% |
$421K - $520K
|
198K
$28.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.42K- 39.91% |
$435K - $537K
|
8.17K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.03K- 36.86% |
$484K - $597K
|
10.3K
$1.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.26K- 9.44% |
$502K - $620K
|
60.1K
$8.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.51K- 6.87% |
$522K - $645K
|
88.3K
$12.7M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.51K- 6.87% |
$522K - $645K
|
88.3K
$12.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.67K- 10.42% |
$534K - $660K
|
57.3K
$8.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.27K- 2.08% |
$743K - $917K
|
437K
$63M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 4.36% |
$827K - $1.02M
|
226K
$32.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-10.8K- 50.8% |
$865K - $1.07M
|
10.4K
$1.51M
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-11.5K- 15.7% |
$922K - $1.14M
|
61.8K
$8.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-12.8K- 62.06% |
$1.03M - $1.27M
|
7.84K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12.9KClosed |
$1.04M - $1.28M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13K- 81.02% |
$1.04M - $1.28M
|
3.04K
$438K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.7K- 29.33% |
$1.09M - $1.35M
|
32.9K
$4.74M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 3.16% |
$1.15M - $1.42M
|
438K
$63.2M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.5K- 49.95% |
$1.24M - $1.54M
|
15.6K
$2.24M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.1K- 9.32% |
$1.29M - $1.59M
|
156K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.6K- 7.61% |
$1.33M - $1.65M
|
202K
$29.1M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-19.3K- 7.33% |
$1.54M - $1.91M
|
244K
$35.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.1K- 2.82% |
$1.69M - $2.09M
|
729K
$105M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-21.4K- 20.51% |
$1.71M - $2.12M
|
82.9K
$11.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-23.6K- 61.55% |
$1.89M - $2.34M
|
14.7K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24.6K- 16.88% |
$1.97M - $2.44M
|
121K
$17.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-26.1K- 15.65% |
$2.09M - $2.58M
|
141K
$20.3M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-27.2K- 1.52% |
$2.18M - $2.7M
|
1.77M
$255M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-30K- 58.07% |
$2.41M - $2.97M
|
21.7K
$3.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-33.4K- 24.48% |
$2.67M - $3.3M
|
103K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.1K- 58.81% |
$2.81M - $3.48M
|
24.6K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.6K- 4.19% |
$3.74M - $4.62M
|
1.07M
$154M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50.6K- 3.44% |
$4.06M - $5.01M
|
1.42M
$205M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-134K- 1.03% |
$10.7M - $13.2M
|
12.9M
$1.85B
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-180K- 88.04% |
$14.4M - $17.8M
|
24.5K
$3.53M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-351K- 75.6% |
$28.2M - $34.8M
|
113K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-661K- 1.95% |
$53M - $65.5M
|
33.3M
$4.8B
|