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 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
585+ 2543.48% |
$59.3K - $68.5K
|
608
$87.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
580+ 7.4% |
$58.8K - $68K
|
8.42K
$1.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
564+ 2.9% |
$57.2K - $66.1K
|
20K
$2.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
541+ 1.66% |
$54.9K - $63.4K
|
33K
$4.76M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
524+ 2.49% |
$53.1K - $61.4K
|
21.5K
$3.1M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
500New |
$50.7K - $58.6K
|
500
$72K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
455New |
$46.1K - $53.3K
|
455
$65.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
444+ 2.25% |
$45K - $52K
|
20.2K
$2.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
428+ 4.6% |
$43.4K - $50.1K
|
9.73K
$1.4M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
393+ 11.67% |
$39.9K - $46K
|
3.76K
$542K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
378New |
$38.3K - $44.3K
|
378
$54.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
349New |
$35.4K - $40.9K
|
349
$50.2K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
339New |
$34.4K - $39.7K
|
339
$48.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
315+ 11.72% |
$31.9K - $36.9K
|
3K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
312+ 5.59% |
$31.6K - $36.6K
|
5.89K
$848K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
294+ 138.03% |
$29.8K - $34.4K
|
507
$73K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
294+ 3.56% |
$29.8K - $34.4K
|
8.55K
$1.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
277+ 291.58% |
$28.1K - $32.5K
|
372
$53.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
258+ 64.34% |
$26.2K - $30.2K
|
659
$94.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
250+ 8.65% |
$25.4K - $29.3K
|
3.14K
$452K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
226+ 8.68% |
$22.9K - $26.5K
|
2.83K
$408K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
220+ 5.27% |
$22.3K - $25.8K
|
4.4K
$633K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
214+ 1.84% |
$21.7K - $25.1K
|
11.8K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
214+ 0.83% |
$21.7K - $25.1K
|
26.1K
$3.75M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
212New |
$21.5K - $24.8K
|
212
$30.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
192+ 2.65% |
$19.5K - $22.5K
|
7.44K
$1.07M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
191+ 6.42% |
$19.4K - $22.4K
|
3.17K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
191+ 6.42% |
$19.4K - $22.4K
|
3.17K
$456K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
185New |
$18.8K - $21.7K
|
185
$26.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
181+ 3.2% |
$18.4K - $21.2K
|
5.84K
$841K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
181+ 3.2% |
$18.4K - $21.2K
|
5.84K
$841K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
172+ 4.23% |
$17.4K - $20.2K
|
4.24K
$610K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
168+ 3.48% |
$17K - $19.7K
|
4.99K
$719K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 5.73% |
$15.8K - $18.3K
|
2.88K
$415K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
149New |
$15.1K - $17.5K
|
149
$21.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
143New |
$14.5K - $16.8K
|
143
$20.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
138+ 4.05% |
$14K - $16.2K
|
3.55K
$510K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
130+ 3.33% |
$13.2K - $15.2K
|
4.03K
$580K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
130+ 1.93% |
$13.2K - $15.2K
|
6.87K
$989K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
130New |
$13.2K - $15.2K
|
130
$18.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
125+ 1.88% |
$12.7K - $14.6K
|
6.77K
$975K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
117+ 4.65% |
$11.9K - $13.7K
|
2.63K
$379K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
114New |
$11.6K - $13.4K
|
114
$16.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
102New |
$10.3K - $12K
|
102
$14.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
102+ 5.22% |
$10.3K - $12K
|
2.06K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
91+ 189.58% |
$9.23K - $10.7K
|
139
$20K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
90New |
$9.13K - $10.5K
|
90
$13K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
85+ 28.33% |
$8.62K - $9.96K
|
385
$55.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
82New |
$8.31K - $9.61K
|
82
$11.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
75New |
$7.61K - $8.79K
|
75
$10.8K
|