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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.16KNew |
$322K - $359K
|
2.16K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.37KNew |
$203K - $226K
|
1.37K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-120- 2.34% |
$17.9K - $19.9K
|
5K
$826K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-261- 5.18% |
$38.9K - $43.3K
|
4.77K
$788K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
817+ 12.54% |
$122K - $136K
|
7.33K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15+ 500.0% |
$2.23K - $2.49K
|
18
$2.97K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-60- 45.45% |
$8.94K - $9.95K
|
72
$11.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
92+ 2.0% |
$13.7K - $15.3K
|
4.69K
$775K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 13.11% |
$2.34M - $2.61M
|
104K
$17.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.29K+ 2.81% |
$490K - $546K
|
120K
$19.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-3.32K- 2.32% |
$495K - $551K
|
140K
$23.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-8.94K- 12.06% |
$1.33M - $1.48M
|
65.2K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-522- 11.66% |
$77.8K - $86.6K
|
3.96K
$653K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
642+ 15.14% |
$95.6K - $106K
|
4.88K
$806K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-428- 4.26% |
$63.8K - $71K
|
9.63K
$1.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-574- 8.15% |
$85.5K - $95.2K
|
6.47K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.39K+ 915.14% |
$504K - $562K
|
3.76K
$620K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.44KNew |
$215K - $240K
|
1.44K
$238K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.95K- 1.64% |
$1.18M - $1.32M
|
476K
$78.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-113- 6.19% |
$16.8K - $18.7K
|
1.71K
$283K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-168- 22.37% |
$25K - $27.9K
|
583
$96.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.27KNew |
$190K - $211K
|
1.27K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
2+ 0.15% |
$298 - $332
|
1.35K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
70+ 1.57% |
$10.4K - $11.6K
|
4.54K
$749K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-103K- 22.35% |
$15.3M - $17.1M
|
358K
$59M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.54K+ 6.6% |
$230K - $256K
|
24.9K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.79K- 6.33% |
$1.46M - $1.62M
|
145K
$23.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
330+ 5.08% |
$49.2K - $54.7K
|
6.82K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.7K+ 3.32% |
$3.24M - $3.6M
|
677K
$112M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22.7K+ 55.37% |
$3.38M - $3.77M
|
63.7K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$197K - $219K
|
1.32K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-62- 1.33% |
$9.24K - $10.3K
|
4.6K
$758K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
79+ 53.02% |
$11.8K - $13.1K
|
228
$37.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.38% |
$149 - $166
|
264
$43.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-775- 3.3% |
$115K - $129K
|
22.7K
$3.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-197- 0.1% |
$29.3K - $32.7K
|
204K
$33.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
96+ 6.97% |
$14.3K - $15.9K
|
1.47K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.46KNew |
$217K - $242K
|
1.46K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
104+ 1.22% |
$15.5K - $17.3K
|
8.61K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.8K- 3.34% |
$5.93M - $6.6M
|
1.15M
$190M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-75- 0.44% |
$11.2K - $12.4K
|
17.1K
$2.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$181K - $202K
|
1.22K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.32KNew |
$197K - $219K
|
1.32K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
434+ 1.36% |
$64.7K - $72K
|
32.3K
$5.34M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.98K+ 7.63% |
$741K - $825K
|
70.2K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.15% |
$447 - $498
|
2.07K
$341K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.91K+ 27.86% |
$285K - $317K
|
8.78K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
725+ 14.42% |
$108K - $120K
|
5.75K
$949K
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-2- 0.1% |
$298 - $332
|
1.93K
$319K
|
|