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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 6.86% |
$1.41M - $1.57M
|
169K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.92KNew |
$1.29M - $1.44M
|
9.92K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
9.74KNew |
$1.27M - $1.41M
|
9.74K
$1.24M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.55KNew |
$1.24M - $1.38M
|
9.55K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.79KNew |
$1.14M - $1.27M
|
8.79K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.74K+ 23.41% |
$1.14M - $1.27M
|
46.1K
$5.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.66KNew |
$1.12M - $1.25M
|
8.66K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
8.45KNew |
$1.1M - $1.22M
|
8.45K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.78K+ 94.88% |
$1.01M - $1.13M
|
16K
$2.03M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.74K+ 44.36% |
$1.01M - $1.12M
|
25.2K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.61K+ 1.49% |
$989K - $1.1M
|
519K
$65.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.48KNew |
$973K - $1.08M
|
7.48K
$951K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.37K+ 6.15% |
$958K - $1.07M
|
127K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.32K+ 59.96% |
$951K - $1.06M
|
19.5K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.06K+ 7.42% |
$917K - $1.02M
|
102K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.05K+ 147.77% |
$916K - $1.02M
|
11.8K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6.98KNew |
$907K - $1.01M
|
6.98K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
6.9K+ 2.66% |
$897K - $1M
|
266K
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.87K+ 7.8% |
$892K - $995K
|
94.8K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.72KNew |
$873K - $974K
|
6.72K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
6.7KNew |
$871K - $971K
|
6.7K
$851K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.66K+ 9.46% |
$866K - $966K
|
77.1K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.66K+ 418.02% |
$865K - $965K
|
8.25K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.18K+ 145.95% |
$803K - $896K
|
10.4K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.15K+ 215.09% |
$799K - $891K
|
9K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.1K+ 3.37% |
$793K - $885K
|
187K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 7.48% |
$700K - $781K
|
77.4K
$9.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.32KNew |
$691K - $771K
|
5.32K
$675K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.09K+ 5.15% |
$662K - $738K
|
104K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.02KNew |
$653K - $728K
|
5.02K
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.96K+ 6.37% |
$645K - $719K
|
82.9K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.93KNew |
$641K - $715K
|
4.93K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.92K+ 7.73% |
$639K - $713K
|
68.5K
$8.7M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.76KNew |
$618K - $690K
|
4.76K
$604K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.75KNew |
$617K - $689K
|
4.75K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.74KNew |
$615K - $687K
|
4.74K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.63K+ 82.3% |
$602K - $671K
|
10.3K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.53KNew |
$588K - $656K
|
4.53K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.4KNew |
$571K - $637K
|
4.4K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.17K+ 83.57% |
$542K - $605K
|
9.16K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.04K+ 2.05% |
$525K - $585K
|
201K
$25.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.95KNew |
$514K - $573K
|
3.95K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.9K+ 4.26% |
$507K - $566K
|
95.5K
$12.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.82KNew |
$497K - $554K
|
3.82K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.78K+ 3.32% |
$491K - $548K
|
117K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.71K+ 210.87% |
$482K - $537K
|
5.46K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 6.95% |
$478K - $533K
|
56.6K
$7.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.67KNew |
$477K - $532K
|
3.67K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.63K+ 34.48% |
$471K - $526K
|
14.1K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.39K+ 35.73% |
$440K - $491K
|
12.9K
$1.63M
|