Latest Institutional Transactions on Ishares Core S&P U.S Growth Et (IUSG)
This table provides information on the latest institutional transactions involving Ishares Core S&P U.S Growth Et (IUSG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-22K- 5.59% |
$2.78M - $3.21M
|
370K
$44.9M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.12% |
$3.55K - $4.1K
|
24.1K
$2.93M
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.12K- 8.15% |
$269K - $310K
|
23.9K
$2.89M
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-23- 1.1% |
$2.92K - $3.37K
|
2.06K
$250K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
211+ 59.44% |
$26.8K - $30.9K
|
566
$68.6K
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.24% |
$135K - $155K
|
26.1K
$3.17M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56- 2.68% |
$7.1K - $8.2K
|
2.04K
$247K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
796+ 6.52% |
$101K - $117K
|
13K
$1.58M
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-114- 36.42% |
$14.5K - $16.7K
|
199
$24.1K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
542+ 1.47% |
$68.8K - $79.4K
|
37.3K
$4.52M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.6KNew |
$456K - $527K
|
3.6K
$436K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 4.39% |
$185K - $213K
|
34.6K
$4.2M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-277- 0.7% |
$35.1K - $40.6K
|
39.2K
$4.76M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-708- 29.06% |
$89.8K - $104K
|
1.73K
$210K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
55+ 0.64% |
$6.98K - $8.05K
|
8.68K
$1.05M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.33% |
$1.01K - $1.17K
|
2.4K
$291K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8New |
$1.01K - $1.17K
|
8
$970
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.12K+ 3.24% |
$522K - $603K
|
131K
$15.9M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.4K- 11.88% |
$1.57M - $1.81M
|
91.7K
$11.1M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.35K+ 7.7% |
$932K - $1.08M
|
103K
$12.5M
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 4.85% |
$1.48M - $1.71M
|
229K
$27.7M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.21% |
$1.01K - $1.17K
|
3.78K
$458K
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
3+ 0.1% |
$381 - $439
|
2.97K
$360K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-676- 16.33% |
$85.8K - $99K
|
3.46K
$420K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.08% |
$254 - $293
|
2.51K
$304K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-33- 6.83% |
$4.19K - $4.83K
|
450
$54.6K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-222- 8.88% |
$28.2K - $32.5K
|
2.28K
$276K
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
757+ 4.16% |
$96K - $111K
|
19K
$2.3M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3KNew |
$381K - $439K
|
3K
$364K
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-5.71K- 9.86% |
$724K - $835K
|
52.2K
$6.33M
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.62K- 1.84% |
$206K - $238K
|
86.8K
$10.5M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.4K- 41.27% |
$1.32M - $1.52M
|
14.8K
$1.79M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.41K+ 7.51% |
$306K - $353K
|
34.5K
$4.19M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
126+ 14.79% |
$16K - $18.5K
|
978
$119K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
113K+ 38.37% |
$14.3M - $16.5M
|
407K
$49.4M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-738- 1.86% |
$93.6K - $108K
|
38.9K
$4.72M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-100- 5.01% |
$12.7K - $14.6K
|
1.9K
$230K
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-310- 6.21% |
$39.3K - $45.4K
|
4.69K
$568K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-410- 6.09% |
$52K - $60K
|
6.33K
$767K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-33- 13.58% |
$4.19K - $4.83K
|
210
$25.5K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 13.69% |
$14.2K - $16.4K
|
706
$85.6K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
180+ 5.77% |
$22.8K - $26.4K
|
3.3K
$400K
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.39K+ 0.8% |
$176K - $203K
|
175K
$21.2M
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
110+ 2.5% |
$14K - $16.1K
|
4.51K
$547K
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-295- 13.35% |
$37.4K - $43.2K
|
1.92K
$232K
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.61K- 5.36% |
$204K - $236K
|
28.4K
$3.44M
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-50- 29.94% |
$6.34K - $7.32K
|
117
$14.2K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
56+ 2.3% |
$7.1K - $8.2K
|
2.49K
$302K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-90- 1.68% |
$11.4K - $13.2K
|
5.27K
$640K
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-871- 3.07% |
$110K - $128K
|
27.5K
$3.34M
|