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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.21KNew |
$417K - $465K
|
3.21K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.15K+ 4.81% |
$410K - $457K
|
68.8K
$8.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.14KNew |
$408K - $455K
|
3.14K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.12K+ 4.64% |
$406K - $453K
|
70.5K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.09K+ 6.42% |
$401K - $448K
|
51.2K
$6.5M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.06KNew |
$398K - $444K
|
3.06K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.02K+ 10.8% |
$392K - $438K
|
31K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3K+ 1.13% |
$390K - $435K
|
269K
$34.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.97KNew |
$386K - $430K
|
2.97K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.97K+ 2.07% |
$385K - $430K
|
146K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.89K+ 7.87% |
$376K - $419K
|
39.6K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.86KNew |
$372K - $415K
|
2.86K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.76K+ 3.04% |
$358K - $400K
|
93.3K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.69KNew |
$349K - $390K
|
2.69K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.67K+ 2.17% |
$348K - $388K
|
126K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.59K+ 0.7% |
$337K - $375K
|
372K
$47.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.57KNew |
$334K - $372K
|
2.57K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.53K+ 270.48% |
$329K - $367K
|
3.46K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 119.17% |
$326K - $364K
|
4.62K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.48K+ 2.76% |
$323K - $360K
|
92.5K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.46KNew |
$320K - $357K
|
2.46K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.45KNew |
$318K - $354K
|
2.45K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.44KNew |
$317K - $353K
|
2.44K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.43KNew |
$316K - $352K
|
2.43K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.41KNew |
$313K - $349K
|
2.41K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.39K+ 1.48% |
$310K - $346K
|
163K
$20.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 16.66% |
$306K - $342K
|
16.5K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.35K+ 10.58% |
$305K - $340K
|
24.5K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.33K+ 53.98% |
$303K - $338K
|
6.66K
$846K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.24K+ 1.13% |
$292K - $325K
|
200K
$25.4M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.21KNew |
$287K - $320K
|
2.21K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.17K+ 5412.5% |
$281K - $314K
|
2.21K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.16K+ 1.56% |
$280K - $313K
|
140K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 1.99% |
$279K - $311K
|
110K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.1KNew |
$273K - $304K
|
2.1K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.02KNew |
$263K - $293K
|
2.02K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.01KNew |
$261K - $291K
|
2.01K
$255K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.98KNew |
$257K - $286K
|
1.98K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.97K+ 14.01% |
$256K - $286K
|
16.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.95KNew |
$254K - $283K
|
1.95K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.95K+ 67.36% |
$253K - $282K
|
4.84K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 2.06% |
$247K - $276K
|
94.3K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.81KNew |
$235K - $262K
|
1.81K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.8KNew |
$234K - $261K
|
1.8K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.78KNew |
$232K - $258K
|
1.78K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.75KNew |
$228K - $254K
|
1.75K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.75KNew |
$227K - $253K
|
1.75K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.74K+ 1.56% |
$226K - $252K
|
113K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.72KNew |
$224K - $249K
|
1.72K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.69KNew |
$220K - $245K
|
1.69K
$215K
|