Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 141.34% |
$1.54M - $1.78M
|
26K
$3.74M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
15.1KNew |
$1.53M - $1.77M
|
15.1K
$2.17M
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
15K+ 13.34% |
$1.52M - $1.75M
|
127K
$18.3M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.46M - $1.69M
|
14.4K
$2.08M
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
13.9K+ 5.11% |
$1.4M - $1.62M
|
285K
$41M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.8K+ 3.62% |
$1.4M - $1.62M
|
395K
$56.9M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.3K+ 13.15% |
$1.35M - $1.56M
|
114K
$16.5M
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.3KNew |
$1.25M - $1.44M
|
12.3K
$1.78M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$1.16M - $1.34M
|
11.5K
$1.65M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11.4K+ 89.44% |
$1.15M - $1.33M
|
24.1K
$3.47M
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11.3K+ 69.19% |
$1.15M - $1.33M
|
27.7K
$3.99M
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 252.53% |
$1.14M - $1.32M
|
15.7K
$2.26M
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
11K+ 5.75% |
$1.12M - $1.29M
|
203K
$29.2M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
11K+ 5.88% |
$1.12M - $1.29M
|
198K
$28.6M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 29.75% |
$1.07M - $1.23M
|
46K
$6.62M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4K+ 34.6% |
$1.06M - $1.22M
|
40.5K
$5.83M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
9.86K+ 5.33% |
$1M - $1.16M
|
195K
$28.1M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.79KNew |
$993K - $1.15M
|
9.79K
$1.41M
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
9.44K+ 5.03% |
$957K - $1.11M
|
197K
$28.4M
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.05KNew |
$917K - $1.06M
|
9.05K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.28K+ 13.1% |
$839K - $970K
|
71.5K
$10.3M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.02K+ 29.85% |
$813K - $940K
|
34.9K
$5.02M
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.98KNew |
$809K - $935K
|
7.98K
$1.15M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.82K+ 12223.44% |
$793K - $917K
|
7.89K
$1.14M
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
7.33K+ 1.49% |
$743K - $859K
|
498K
$71.7M
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.17KNew |
$727K - $839K
|
7.17K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.08K+ 0.7% |
$717K - $829K
|
1.02M
$146M
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
7.05K+ 4.63% |
$715K - $826K
|
159K
$22.9M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
6.77K+ 0.54% |
$687K - $793K
|
1.27M
$182M
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.72KNew |
$681K - $787K
|
6.72K
$967K
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.51K+ 23.32% |
$660K - $762K
|
34.4K
$4.95M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.23KNew |
$632K - $730K
|
6.23K
$897K
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
6.03KNew |
$611K - $706K
|
6.03K
$868K
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.96K+ 202.76% |
$604K - $698K
|
8.9K
$1.28M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.86K+ 4.46% |
$594K - $686K
|
137K
$19.7M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
5.83KNew |
$591K - $682K
|
5.83K
$839K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5.81KNew |
$589K - $681K
|
5.81K
$837K
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.76KNew |
$584K - $675K
|
5.76K
$830K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.76K+ 2.82% |
$584K - $675K
|
210K
$30.2M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.75KNew |
$583K - $673K
|
5.75K
$828K
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.7KNew |
$578K - $668K
|
5.7K
$821K
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
5.64KNew |
$572K - $660K
|
5.64K
$812K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.45K+ 5451.0% |
$553K - $639K
|
5.55K
$799K
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.27KNew |
$535K - $618K
|
5.27K
$759K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.27K+ 4.72% |
$534K - $617K
|
117K
$16.8M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.09KNew |
$517K - $597K
|
5.09K
$733K
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.89K+ 25.92% |
$495K - $572K
|
23.7K
$3.42M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.67KNew |
$474K - $547K
|
4.67K
$673K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.66K+ 37.9% |
$473K - $546K
|
17K
$2.44M
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
4.66K+ 1.62% |
$472K - $546K
|
292K
$42.1M
|