Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-335- 2.14% |
$43.5K - $48.6K
|
15.3K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-342- 3.29% |
$44.4K - $49.6K
|
10.1K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-345- 8.65% |
$44.8K - $50K
|
3.65K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-388- 1.19% |
$50.4K - $56.2K
|
32.1K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-389- 12.8% |
$50.6K - $56.4K
|
2.65K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-394- 13.91% |
$51.2K - $57.1K
|
2.44K
$310K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-399- 1.7% |
$51.9K - $57.8K
|
23K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-399- 1.43% |
$51.9K - $57.8K
|
27.5K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-418- 1.04% |
$54.3K - $60.6K
|
39.6K
$5.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-425- 6.91% |
$55.2K - $61.6K
|
5.73K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-434- 7.3% |
$56.4K - $62.9K
|
5.51K
$700K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-448- 1.84% |
$58.2K - $64.9K
|
23.9K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-456- 4.45% |
$59.3K - $66.1K
|
9.79K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-462- 9.8% |
$60K - $67K
|
4.25K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-486- 11.38% |
$63.2K - $70.5K
|
3.79K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-491- 3.23% |
$63.8K - $71.2K
|
14.7K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-508- 13.31% |
$66K - $73.6K
|
3.31K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-514- 1.74% |
$66.8K - $74.5K
|
29.1K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-516- 2.31% |
$67.1K - $74.8K
|
21.8K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-523- 26.27% |
$68K - $75.8K
|
1.47K
$186K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-526- 3.77% |
$68.4K - $76.3K
|
13.4K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-553- 0.78% |
$71.9K - $80.2K
|
70.5K
$8.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-633- 6.41% |
$82.3K - $91.8K
|
9.24K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-642- 7.76% |
$83.4K - $93.1K
|
7.63K
$970K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-654- 5.27% |
$85K - $94.8K
|
11.7K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-673- 0.29% |
$87.5K - $97.6K
|
228K
$28.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-705- 15.56% |
$91.6K - $102K
|
3.83K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-731- 9.46% |
$95K - $106K
|
7K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-734- 23.6% |
$95.4K - $106K
|
2.38K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-740- 14.12% |
$96.2K - $107K
|
4.5K
$572K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-743- 2.25% |
$96.6K - $108K
|
32.2K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-761- 11.86% |
$98.9K - $110K
|
5.66K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-764- 12.75% |
$99.3K - $111K
|
5.23K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-765- 33.28% |
$99.4K - $111K
|
1.53K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-853- 2.13% |
$111K - $124K
|
39.1K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-876- 4.66% |
$114K - $127K
|
17.9K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-907- 3.65% |
$118K - $131K
|
24K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-962- 1.56% |
$125K - $139K
|
60.7K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-964- 2.23% |
$125K - $140K
|
42.3K
$5.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-977- 1.6% |
$127K - $142K
|
60.1K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-987- 3.02% |
$128K - $143K
|
31.7K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.01K- 17.12% |
$131K - $146K
|
4.89K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.07K- 2.58% |
$139K - $155K
|
40.4K
$5.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.16K- 39.54% |
$151K - $169K
|
1.78K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.17K- 5.05% |
$152K - $169K
|
22K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.22K- 0.9% |
$158K - $177K
|
134K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.29K- 4.9% |
$168K - $187K
|
25.1K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 4.89% |
$178K - $198K
|
26.6K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.46K- 26.12% |
$190K - $212K
|
4.14K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.51K- 39.4% |
$196K - $219K
|
2.32K
$295K
|