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 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-12- 0.7% |
$1.4K - $1.6K
|
1.71K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 10.27% |
$139K - $159K
|
10.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$276K - $316K
|
2.36K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-65- 0.98% |
$7.59K - $8.68K
|
6.58K
$856K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-10- 1.26% |
$1.17K - $1.34K
|
782
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
500+ 1666.67% |
$58.4K - $66.8K
|
530
$69K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.05% |
$117 - $134
|
1.98K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
168New |
$19.6K - $22.4K
|
168
$21.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.39KNew |
$630K - $720K
|
5.39K
$702K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
165New |
$19.3K - $22K
|
165
$21.5K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-45- 0.75% |
$5.26K - $6.01K
|
5.98K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.87K - $2.14K
|
16
$2.08K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-76- 6.45% |
$8.88K - $10.1K
|
1.1K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$350 - $401
|
1.64K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-225- 6.72% |
$26.3K - $30K
|
3.13K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31- 9.01% |
$3.62K - $4.14K
|
313
$40.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
207+ 460.0% |
$24.2K - $27.6K
|
252
$32.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
529New |
$61.8K - $70.6K
|
529
$68.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$1.52K - $1.74K
|
13
$1.69K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.35K+ 93.89% |
$625K - $715K
|
11.1K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 3.48% |
$6.42K - $7.34K
|
1.53K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$270K - $309K
|
2.31K
$301K
|
|
|
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
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-402- 10.99% |
$46.9K - $53.7K
|
3.26K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
502New |
$58.6K - $67K
|
502
$65.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-776- 97.24% |
$90.6K - $104K
|
22
$2.86K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-77- 12.36% |
$8.99K - $10.3K
|
546
$71.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.47KNew |
$288K - $330K
|
2.47K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
30+ 1.04% |
$3.5K - $4.01K
|
2.92K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
2KNew |
$234K - $267K
|
2K
$260K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
217+ 9.6% |
$25.3K - $29K
|
2.48K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
514New |
$60K - $68.6K
|
514
$66.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-128- 21.37% |
$14.9K - $17.1K
|
471
$61.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.07% |
$117 - $134
|
1.51K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.74KNew |
$204K - $233K
|
1.74K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.12KNew |
$247K - $283K
|
2.12K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 9.33% |
$25.3K - $29K
|
2.54K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
29.4KNew |
$3.43M - $3.92M
|
29.4K
$3.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-502- 68.39% |
$58.6K - $67K
|
232
$30.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-12.3K- 84.73% |
$1.43M - $1.64M
|
2.21K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
150+ 3.29% |
$17.5K - $20K
|
4.71K
$613K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
121+ 212.28% |
$14.1K - $16.2K
|
178
$23.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
518+ 647.5% |
$60.5K - $69.2K
|
598
$77.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.2% |
$2.45K - $2.8K
|
10.7K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 1.07% |
$4.67K - $5.34K
|
3.68K
$479K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.9K- 3.02% |
$2.2M - $2.52M
|
606K
$78.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89.2K- 13.07% |
$10.4M - $11.9M
|
594K
$77.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
371New |
$43.3K - $49.5K
|
371
$48.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
12.8KNew |
$1.5M - $1.71M
|
12.8K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$117 - $134
|
844
$110K
|