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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.26K- 33.47% |
$127K - $149K
|
2.51K
$360K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40.5K- 15.0% |
$4.08M - $4.77M
|
229K
$32.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30K+ 38.17% |
$3.02M - $3.53M
|
108K
$15.6M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6- 0.09% |
$606 - $708
|
6.55K
$941K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.7% |
$101 - $118
|
143
$20.5K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
301New |
$30.4K - $35.5K
|
301
$43.2K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.18K- 8.64% |
$119K - $139K
|
12.4K
$1.79M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-533- 18.62% |
$53.8K - $62.9K
|
2.33K
$334K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
134+ 2.44% |
$13.5K - $15.8K
|
5.62K
$807K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 5.6% |
$20.2K - $23.6K
|
3.37K
$484K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
125+ 37.65% |
$12.6K - $14.7K
|
457
$65.6K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.55KNew |
$661K - $773K
|
6.55K
$940K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
767+ 114.31% |
$77.4K - $90.4K
|
1.44K
$206K
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-699- 11.59% |
$70.6K - $82.4K
|
5.33K
$765K
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$182K - $212K
|
1.8K
$258K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
34+ 0.33% |
$3.43K - $4.01K
|
10.4K
$1.49M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.01K- 95.52% |
$303K - $354K
|
141
$20.2K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 36.7% |
$4.04K - $4.72K
|
149
$21.4K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
136New |
$13.7K - $16K
|
136
$19.5K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
311+ 1.23% |
$31.4K - $36.7K
|
25.7K
$3.69M
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71KNew |
$374K - $437K
|
3.71K
$532K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.24K- 11.18% |
$125K - $146K
|
9.85K
$1.41M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$909 - $1.06K
|
1.53K
$220K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
840New |
$84.8K - $99.1K
|
840
$121K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
22.6K+ 77.15% |
$2.28M - $2.66M
|
51.8K
$7.44M
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.18K- 10.82% |
$321K - $374K
|
26.2K
$3.76M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.9K+ 199.71% |
$696K - $813K
|
10.3K
$1.49M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.9KNew |
$495K - $578K
|
4.9K
$703K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
920New |
$92.9K - $108K
|
920
$132K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.93KNew |
$194K - $227K
|
1.93K
$276K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.9KNew |
$191K - $223K
|
1.9K
$272K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.75KNew |
$177K - $206K
|
1.75K
$251K
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79KNew |
$180K - $210K
|
1.79K
$256K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$1.92K - $2.24K
|
19
$2.73K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.6KNew |
$262K - $307K
|
2.6K
$373K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
40New |
$4.04K - $4.72K
|
40
$5.74K
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.4KNew |
$444K - $519K
|
4.4K
$632K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$909 - $1.06K
|
9
$1.29K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.28KNew |
$230K - $269K
|
2.28K
$327K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.1K- 87.5% |
$212K - $248K
|
300
$43.1K
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
1.8KNew |
$182K - $213K
|
1.8K
$259K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 43.36% |
$133K - $156K
|
1.72K
$247K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
746New |
$75.3K - $88K
|
746
$107K
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
120New |
$12.1K - $14.2K
|
120
$17.2K
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.3K- 25.9% |
$434K - $507K
|
12.3K
$1.77M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8New |
$808 - $943
|
8
$1.15K
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27KNew |
$2.72M - $3.18M
|
27K
$3.87M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-61- 49.59% |
$6.16K - $7.19K
|
62
$8.9K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.13% |
$404 - $472
|
3.04K
$436K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.47% |
$101 - $118
|
67
$9.62K
|