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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 4.95% |
$7.93K - $8.84K
|
1.29K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
52+ 1.26% |
$6.76K - $7.54K
|
4.17K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
51New |
$6.63K - $7.39K
|
51
$6.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
50+ 0.27% |
$6.5K - $7.25K
|
18.8K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49New |
$6.37K - $7.1K
|
49
$6.22K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$5.46K - $6.09K
|
42
$5.33K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41+ 3.58% |
$5.33K - $5.94K
|
1.19K
$151K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
41New |
$5.33K - $5.94K
|
41
$5.21K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
40+ 0.37% |
$5.2K - $5.8K
|
10.9K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39+ 0.42% |
$5.07K - $5.65K
|
9.29K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
39New |
$5.07K - $5.65K
|
39
$4.95K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 0.87% |
$5.07K - $5.65K
|
4.54K
$576K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
38New |
$4.94K - $5.51K
|
38
$4.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
36+ 0.42% |
$4.68K - $5.22K
|
8.63K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 0.09% |
$4.42K - $4.93K
|
37.9K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 0.56% |
$3.77K - $4.2K
|
5.22K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25New |
$3.25K - $3.62K
|
25
$3.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 0.79% |
$3.25K - $3.62K
|
3.19K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
24+ 1.13% |
$3.12K - $3.48K
|
2.15K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$2.86K - $3.19K
|
22
$2.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
20+ 4.56% |
$2.6K - $2.9K
|
459
$58.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$2.21K - $2.46K
|
17
$2.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17+ 121.43% |
$2.21K - $2.46K
|
31
$3.94K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.16% |
$2.21K - $2.46K
|
10.6K
$1.35M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17+ 1.1% |
$2.21K - $2.46K
|
1.56K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15+ 1.01% |
$1.95K - $2.17K
|
1.5K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
15+ 5.26% |
$1.95K - $2.17K
|
300
$38.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14+ 0.64% |
$1.82K - $2.03K
|
2.19K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.35% |
$1.82K - $2.03K
|
4.01K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
14+ 0.05% |
$1.82K - $2.03K
|
30K
$3.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.65% |
$1.69K - $1.88K
|
2.02K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11+ 0.18% |
$1.43K - $1.59K
|
6.29K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.08% |
$1.3K - $1.45K
|
13.2K
$1.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.15% |
$1.04K - $1.16K
|
5.51K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.1% |
$910 - $1.01K
|
6.99K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$780 - $870
|
3.39K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$650 - $725
|
2.71K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.16% |
$520 - $580
|
2.51K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4New |
$520 - $580
|
4
$508
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.11% |
$390 - $435
|
2.68K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3+ 0.06% |
$390 - $435
|
5.03K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.04% |
$390 - $435
|
6.99K
$888K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.14% |
$390 - $435
|
2.08K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.03% |
$390 - $435
|
9.13K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3+ 0.18% |
$390 - $435
|
1.66K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$260 - $290
|
2
$254
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.21% |
$260 - $290
|
934
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.05% |
$260 - $290
|
4.09K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.13% |
$260 - $290
|
1.53K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$130 - $145
|
602
$76.5K
|