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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.47% |
$101 - $118
|
67
$9.62K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-37- 16.89% |
$3.74K - $4.36K
|
182
$26.1K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
52New |
$5.25K - $6.13K
|
52
$7.46K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
70New |
$7.07K - $8.25K
|
70
$10K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1K- 3.55% |
$101K - $118K
|
27.3K
$3.92M
|
|
| Q4 2023 | |||||||
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
310New |
$28.2K - $32.4K
|
310
$44.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.73K - $3.14K
|
30
$4.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 14.29% |
$4.55K - $5.23K
|
400
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-230- 4.12% |
$20.9K - $24K
|
5.35K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8K+ 150.33% |
$986K - $1.13M
|
18K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.38K- 42.58% |
$854K - $980K
|
12.6K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.6KNew |
$1.79M - $2.05M
|
19.6K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-154- 1.52% |
$14K - $16.1K
|
10K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
211New |
$19.2K - $22.1K
|
211
$30.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
2.1KNew |
$191K - $219K
|
2.1K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.1KNew |
$1.74M - $2M
|
19.1K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
8.51KNew |
$775K - $889K
|
8.51K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35.7KNew |
$3.25M - $3.73M
|
35.7K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.67KNew |
$881K - $1.01M
|
9.67K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.87KNew |
$261K - $300K
|
2.87K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
160New |
$14.6K - $16.7K
|
160
$23K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-723- 9.56% |
$65.8K - $75.6K
|
6.84K
$982K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
12.9KNew |
$1.18M - $1.35M
|
12.9K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.84KNew |
$258K - $296K
|
2.84K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.08KNew |
$98.3K - $113K
|
1.08K
$155K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.5KNew |
$501K - $575K
|
5.5K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.02KNew |
$184K - $211K
|
2.02K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
44+ 0.93% |
$4.01K - $4.6K
|
4.8K
$689K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5.97KNew |
$544K - $624K
|
5.97K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
483New |
$44K - $50.5K
|
483
$69.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.15KNew |
$287K - $330K
|
3.15K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-120K- 50.08% |
$10.9M - $12.5M
|
120K
$17.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-768- 81.96% |
$69.9K - $80.3K
|
169
$24.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
1.92KNew |
$175K - $201K
|
1.92K
$276K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$1.73K - $1.99K
|
19
$2.73K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7New |
$637 - $732
|
7
$1K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
289New |
$26.3K - $30.2K
|
289
$41.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
38New |
$3.46K - $3.97K
|
38
$5.45K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
85+ 3.28% |
$7.74K - $8.88K
|
2.68K
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.78KNew |
$253K - $291K
|
2.78K
$399K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.04KNew |
$186K - $214K
|
2.04K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
470+ 3.35% |
$42.8K - $49.1K
|
14.5K
$2.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
190+ 0.69% |
$17.3K - $19.9K
|
27.9K
$4M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$233K - $267K
|
2.56K
$367K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2.57KNew |
$234K - $269K
|
2.57K
$369K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.32K+ 32.38% |
$120K - $138K
|
5.4K
$775K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
5.39KNew |
$490K - $563K
|
5.39K
$773K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
363+ 13.41% |
$34.2K - $36.6K
|
3.07K
$441K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-298Closed |
$28.1K - $30K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-136- 64.76% |
$12.8K - $13.7K
|
74
$10.6K
|
|