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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-786- 2.05% |
$91.8K - $105K
|
37.5K
$5.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$350 - $401
|
1.64K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
252+ 14.8% |
$29.4K - $33.7K
|
1.96K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-225- 6.72% |
$26.3K - $30K
|
3.13K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31- 9.01% |
$3.62K - $4.14K
|
313
$44.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
10+ 0.17% |
$1.17K - $1.34K
|
5.82K
$836K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
39.6K+ 3.85% |
$4.63M - $5.29M
|
1.07M
$153M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-350- 8.41% |
$40.9K - $46.7K
|
3.81K
$547K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 19.19% |
$87.7K - $100K
|
3.16K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
207+ 460.0% |
$24.2K - $27.6K
|
252
$36.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
529New |
$61.8K - $70.6K
|
529
$75.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$1.52K - $1.74K
|
13
$1.87K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.35K+ 93.89% |
$625K - $715K
|
11.1K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 3.48% |
$6.42K - $7.34K
|
1.53K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$270K - $309K
|
2.31K
$332K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3K- 12.08% |
$350K - $400K
|
21.8K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22+ 0.31% |
$2.57K - $2.94K
|
7.22K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$190K - $217K
|
1.63K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.3K+ 13.48% |
$619K - $707K
|
44.6K
$6.4M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-149- 8.69% |
$17.4K - $19.9K
|
1.57K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-402- 10.99% |
$46.9K - $53.7K
|
3.26K
$468K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
502New |
$58.6K - $67K
|
502
$72.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-776- 97.24% |
$90.6K - $104K
|
22
$3.16K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-77- 12.36% |
$8.99K - $10.3K
|
546
$78.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.47KNew |
$288K - $330K
|
2.47K
$355K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91.7K+ 137.74% |
$10.7M - $12.2M
|
158K
$22.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-230- 2.14% |
$26.9K - $30.7K
|
10.5K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9.25K- 3.64% |
$1.08M - $1.23M
|
245K
$35.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
30+ 1.04% |
$3.5K - $4.01K
|
2.92K
$420K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
2KNew |
$234K - $267K
|
2K
$287K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-137- 0.73% |
$16K - $18.3K
|
18.7K
$2.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
217+ 9.6% |
$25.3K - $29K
|
2.48K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.09K- 0.32% |
$127K - $145K
|
341K
$49M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
514New |
$60K - $68.6K
|
514
$73.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-128- 21.37% |
$14.9K - $17.1K
|
471
$67.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.07% |
$117 - $134
|
1.51K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.74KNew |
$204K - $233K
|
1.74K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.12KNew |
$247K - $283K
|
2.12K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 9.33% |
$25.3K - $29K
|
2.54K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.74K- 30.73% |
$904K - $1.03M
|
17.5K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
29.4KNew |
$3.43M - $3.92M
|
29.4K
$4.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-502- 68.39% |
$58.6K - $67K
|
232
$33.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-12.3K- 84.73% |
$1.43M - $1.64M
|
2.21K
$317K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.28K- 14.38% |
$149K - $171K
|
7.62K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
150+ 3.29% |
$17.5K - $20K
|
4.71K
$676K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
121+ 212.28% |
$14.1K - $16.2K
|
178
$25.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
518+ 647.5% |
$60.5K - $69.2K
|
598
$85.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-132- 5.79% |
$15.4K - $17.6K
|
2.15K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.2% |
$2.45K - $2.8K
|
10.7K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
78+ 0.96% |
$9.11K - $10.4K
|
8.2K
$1.18M
|