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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.61K- 1.23% |
$297K - $393K
|
210K
$34.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.5KNew |
$171K - $226K
|
1.5K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.51KNew |
$172K - $228K
|
1.51K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-300- 16.67% |
$34.1K - $45.1K
|
1.5K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-88- 4.77% |
$10K - $13.2K
|
1.76K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-7.5K- 41.32% |
$852K - $1.13M
|
10.6K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
46.9KNew |
$5.33M - $7.05M
|
46.9K
$7.74M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-6.31K- 57.26% |
$717K - $949K
|
4.71K
$777K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
41.1KNew |
$4.68M - $6.19M
|
41.1K
$6.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.22KNew |
$366K - $484K
|
3.22K
$531K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$114 - $150
|
1.96K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2KNew |
$227K - $301K
|
2K
$330K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5- 20.83% |
$568 - $752
|
19
$3.14K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5- 20.83% |
$568 - $752
|
19
$3.14K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
915New |
$104K - $138K
|
915
$151K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.21K+ 327.36% |
$706K - $934K
|
8.11K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
82+ 110.81% |
$9.32K - $12.3K
|
156
$25.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1K- 12.64% |
$114K - $151K
|
6.94K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-418- 41.76% |
$47.5K - $62.9K
|
583
$96.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-97- 4.15% |
$11K - $14.6K
|
2.24K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
24+ 1.18% |
$2.73K - $3.61K
|
2.06K
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
140+ 6.87% |
$15.9K - $21.1K
|
2.18K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.96KNew |
$222K - $294K
|
1.96K
$323K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
123New |
$14K - $18.5K
|
123
$20.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.49KNew |
$169K - $223K
|
1.49K
$245K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.34KNew |
$153K - $202K
|
1.34K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10+ 0.64% |
$1.14K - $1.5K
|
1.57K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52KNew |
$172K - $228K
|
1.52K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
132New |
$15K - $19.9K
|
132
$21.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.37KNew |
$156K - $206K
|
1.37K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.02K+ 36.21% |
$115K - $153K
|
3.82K
$630K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.2% |
$1.25K - $1.65K
|
5.54K
$914K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-257- 13.19% |
$29.2K - $38.7K
|
1.69K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-23- 1.14% |
$2.61K - $3.46K
|
1.99K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 56.18% |
$11.4K - $15K
|
278
$45.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.36KNew |
$154K - $204K
|
1.36K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
100+ 6.11% |
$11.4K - $15K
|
1.74K
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.24KNew |
$369K - $488K
|
3.24K
$535K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4+ 22.22% |
$455 - $602
|
22
$3.63K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.58KNew |
$179K - $237K
|
1.58K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-344- 4.95% |
$39.1K - $51.7K
|
6.61K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
4.13KNew |
$470K - $622K
|
4.13K
$682K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.58K+ 11.07% |
$634K - $839K
|
55.9K
$9.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.45KNew |
$165K - $219K
|
1.45K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
1+ 0.03% |
$114 - $150
|
3.31K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.46KNew |
$166K - $220K
|
1.46K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-485- 25.58% |
$55.1K - $72.9K
|
1.41K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.42KNew |
$161K - $213K
|
1.42K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
14.7KNew |
$1.67M - $2.2M
|
14.7K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-600- 12.04% |
$68.2K - $90.2K
|
4.39K
$724K
|
|