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 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-175- 76.75% |
$22.2K - $25.6K
|
53
$8.75K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.68KNew |
$213K - $246K
|
1.68K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
576+ 371.61% |
$73.1K - $84.4K
|
731
$121K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.35% |
$1.78K - $2.05K
|
4K
$660K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.98KNew |
$251K - $290K
|
1.98K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.62% |
$3.17K - $3.66K
|
4K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.4KNew |
$2.08M - $2.4M
|
16.4K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
268+ 705.26% |
$34K - $39.2K
|
306
$50.5K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-847- 6.42% |
$107K - $124K
|
12.4K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 0.86% |
$1.14K - $1.32K
|
1.04K
$172K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-4.34K- 21.66% |
$550K - $635K
|
15.7K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-187- 95.9% |
$23.7K - $27.4K
|
8
$1.32K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.6KNew |
$203K - $234K
|
1.6K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-25Closed |
$3.17K - $3.66K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
72New |
$9.13K - $10.5K
|
72
$11.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-207- 3.02% |
$26.3K - $30.3K
|
6.64K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
195New |
$24.7K - $28.6K
|
195
$32.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1+ 0.01% |
$127 - $146
|
19.4K
$3.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
133+ 0.51% |
$16.9K - $19.5K
|
26K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-79- 4.82% |
$10K - $11.6K
|
1.56K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.65K- 39.47% |
$337K - $389K
|
4.07K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$3.3K - $3.81K
|
26
$4.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-235- 10.1% |
$29.8K - $34.4K
|
2.09K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
326+ 107.59% |
$41.4K - $47.7K
|
629
$104K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
103New |
$13.1K - $15.1K
|
103
$17K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2New |
$254 - $293
|
2
$330
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$127 - $146
|
832
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15+ 0.73% |
$1.9K - $2.2K
|
2.06K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
63+ 123.53% |
$7.99K - $9.23K
|
114
$18.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-569- 66.47% |
$72.2K - $83.3K
|
287
$47.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-50- 1.86% |
$6.34K - $7.32K
|
2.63K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-708- 29.06% |
$89.8K - $104K
|
1.73K
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.33% |
$1.01K - $1.17K
|
2.4K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8New |
$1.01K - $1.17K
|
8
$1.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.21% |
$1.01K - $1.17K
|
3.78K
$623K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3KNew |
$381K - $439K
|
3K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-738- 1.86% |
$93.6K - $108K
|
38.9K
$6.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-295- 13.35% |
$37.4K - $43.2K
|
1.92K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-50- 29.94% |
$6.34K - $7.32K
|
117
$19.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
106New |
$13.4K - $15.5K
|
106
$17.5K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
60New |
$7.61K - $8.79K
|
60
$9.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
120New |
$15.2K - $17.6K
|
120
$19.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-36.4K- 99.21% |
$4.62M - $5.34M
|
289
$47.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.3KNew |
$291K - $336K
|
2.3K
$379K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$127 - $146
|
3.44K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-475- 10.0% |
$60.3K - $69.6K
|
4.28K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25.1KNew |
$3.19M - $3.68M
|
25.1K
$4.15M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-295- 8.01% |
$37.4K - $43.2K
|
3.39K
$559K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
51New |
$6.47K - $7.47K
|
51
$8.42K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.13% |
$888 - $1.03K
|
5.52K
$911K
|
|