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 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-62- 3.77% |
$8.06K - $8.99K
|
1.58K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-71- 1.33% |
$9.23K - $10.3K
|
5.26K
$669K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-73- 4.3% |
$9.49K - $10.6K
|
1.63K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-74- 0.72% |
$9.62K - $10.7K
|
10.2K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-78- 0.91% |
$10.1K - $11.3K
|
8.45K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-79- 2.16% |
$10.3K - $11.5K
|
3.58K
$454K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-79- 1.9% |
$10.3K - $11.5K
|
4.08K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-80- 0.69% |
$10.4K - $11.6K
|
11.5K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-81- 38.21% |
$10.5K - $11.7K
|
131
$16.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-82- 4.03% |
$10.7K - $11.9K
|
1.95K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-85- 1.42% |
$11K - $12.3K
|
5.89K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-92- 0.43% |
$12K - $13.3K
|
21.1K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-93- 3.35% |
$12.1K - $13.5K
|
2.68K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-93- 5.1% |
$12.1K - $13.5K
|
1.73K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-96- 3.79% |
$12.5K - $13.9K
|
2.44K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-97- 0.91% |
$12.6K - $14.1K
|
10.6K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-98- 5.74% |
$12.7K - $14.2K
|
1.61K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-110- 9.48% |
$14.3K - $15.9K
|
1.05K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-113- 1.68% |
$14.7K - $16.4K
|
6.6K
$839K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-122- 2.54% |
$15.9K - $17.7K
|
4.68K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-123- 2.17% |
$16K - $17.8K
|
5.54K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-127- 0.29% |
$16.5K - $18.4K
|
43K
$5.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 2.38% |
$17.5K - $19.6K
|
5.54K
$703K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-145- 2.04% |
$18.8K - $21K
|
6.96K
$884K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-153- 2.82% |
$19.9K - $22.2K
|
5.26K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 8.97% |
$20.8K - $23.2K
|
1.62K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-161- 1.96% |
$20.9K - $23.3K
|
8.06K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-163- 3.87% |
$21.2K - $23.6K
|
4.05K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-172- 8.67% |
$22.4K - $24.9K
|
1.81K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-185- 2.67% |
$24K - $26.8K
|
6.74K
$856K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-194- 6.94% |
$25.2K - $28.1K
|
2.6K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-195- 88.64% |
$25.3K - $28.3K
|
25
$3.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-198- 0.06% |
$25.7K - $28.7K
|
332K
$42.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-200- 5.24% |
$26K - $29K
|
3.61K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-209- 2.02% |
$27.2K - $30.3K
|
10.2K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-210- 2.13% |
$27.3K - $30.4K
|
9.64K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-219- 3.79% |
$28.5K - $31.7K
|
5.56K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-225- 12.44% |
$29.2K - $32.6K
|
1.58K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-232- 0.58% |
$30.2K - $33.6K
|
39.5K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-240- 11.88% |
$31.2K - $34.8K
|
1.78K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-242- 7.28% |
$31.5K - $35.1K
|
3.08K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-252- 2.7% |
$32.7K - $36.5K
|
9.07K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-255- 1.29% |
$33.1K - $37K
|
19.5K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-258- 4.43% |
$33.5K - $37.4K
|
5.57K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-309- 0.61% |
$40.2K - $44.8K
|
50.7K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-316- 3.0% |
$41.1K - $45.8K
|
10.2K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-316- 0.36% |
$41.1K - $45.8K
|
88.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-324- 7.55% |
$42.1K - $47K
|
3.97K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-325- 78.5% |
$42.2K - $47.1K
|
89
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-325- 4.7% |
$42.2K - $47.1K
|
6.58K
$836K
|