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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.86KNew |
$189K - $218K
|
1.86K
$267K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.86K+ 12.69% |
$188K - $218K
|
16.5K
$2.37M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.83KNew |
$186K - $214K
|
1.83K
$263K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.81KNew |
$184K - $212K
|
1.81K
$260K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$183K - $211K
|
1.81K
$259K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.79KNew |
$181K - $209K
|
1.79K
$257K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.78K+ 63.2% |
$181K - $209K
|
4.6K
$661K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.78KNew |
$180K - $208K
|
1.78K
$255K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$177K - $205K
|
1.75K
$251K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.74KNew |
$176K - $203K
|
1.74K
$249K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.69K+ 19.72% |
$171K - $198K
|
10.3K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.68K+ 1.55% |
$170K - $197K
|
110K
$15.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
1.66K+ 9.71% |
$169K - $195K
|
18.8K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.65K+ 2352.86% |
$167K - $193K
|
1.72K
$246K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.63K+ 7.45% |
$165K - $191K
|
23.5K
$3.38M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.5K+ 20.64% |
$152K - $176K
|
8.77K
$1.26M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
1.48K+ 72.67% |
$150K - $174K
|
3.52K
$505K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$148K - $171K
|
1.46K
$210K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.46K+ 17.89% |
$148K - $171K
|
9.6K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.45K+ 4.78% |
$147K - $170K
|
31.8K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.28K+ 55.0% |
$129K - $150K
|
3.6K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.26K+ 5.09% |
$128K - $148K
|
26K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.22K+ 14.29% |
$124K - $143K
|
9.78K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.2K+ 4.28% |
$121K - $140K
|
29.2K
$4.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.16K+ 0.47% |
$118K - $136K
|
249K
$35.7M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.16K+ 12.64% |
$117K - $136K
|
10.3K
$1.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.15K+ 55.55% |
$116K - $134K
|
3.21K
$461K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.1K+ 22.2% |
$112K - $129K
|
6.06K
$869K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.09K+ 4.7% |
$111K - $128K
|
24.4K
$3.5M
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
1.07K+ 63.53% |
$108K - $125K
|
2.75K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.06K+ 8.23% |
$107K - $124K
|
13.9K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 37.19% |
$107K - $123K
|
3.88K
$557K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
996+ 13.45% |
$101K - $117K
|
8.4K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
993New |
$101K - $116K
|
993
$143K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
954New |
$96.7K - $112K
|
954
$137K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
948+ 24.11% |
$96.1K - $111K
|
4.88K
$700K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
934+ 16.03% |
$94.7K - $109K
|
6.76K
$971K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
916+ 16.24% |
$92.9K - $107K
|
6.56K
$941K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
891+ 2.57% |
$90.3K - $104K
|
35.5K
$5.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
828+ 3.73% |
$84K - $97K
|
23K
$3.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
828+ 7.69% |
$84K - $97K
|
11.6K
$1.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
803+ 1.66% |
$81.4K - $94.1K
|
49.1K
$7.05M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
749+ 23.41% |
$75.9K - $87.8K
|
3.95K
$567K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
716+ 13.72% |
$72.6K - $83.9K
|
5.94K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
694+ 1.45% |
$70.4K - $81.3K
|
48.4K
$6.95M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
632+ 44.63% |
$64.1K - $74K
|
2.05K
$294K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
627New |
$63.6K - $73.5K
|
627
$90K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
622+ 8.87% |
$63.1K - $72.9K
|
7.63K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
604+ 15.05% |
$61.2K - $70.8K
|
4.62K
$663K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
585New |
$59.3K - $68.5K
|
585
$84K
|