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 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
470New |
$41.3K - $45.9K
|
470
$67.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40New |
$3.51K - $3.91K
|
40
$5.74K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10- 0.43% |
$878 - $976
|
2.32K
$333K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.83K- 5.86% |
$160K - $178K
|
29.4K
$4.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.05KNew |
$91.9K - $102K
|
1.05K
$150K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.8KNew |
$947K - $1.05M
|
10.8K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-330- 26.19% |
$29K - $32.2K
|
930
$133K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-160- 47.2% |
$14K - $15.6K
|
179
$25.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
205+ 47.67% |
$18K - $20K
|
635
$91.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.02K- 6.47% |
$178K - $198K
|
29.3K
$4.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-916- 48.01% |
$80.4K - $89.4K
|
992
$142K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-300- 28.65% |
$26.3K - $29.3K
|
747
$107K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
2.16KNew |
$190K - $211K
|
2.16K
$310K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
920New |
$80.7K - $89.8K
|
920
$132K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.82K- 44.77% |
$160K - $178K
|
2.24K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
121New |
$10.6K - $11.8K
|
121
$17.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.36KNew |
$471K - $523K
|
5.36K
$770K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.16% |
$87.8 - $97.6
|
608
$87.3K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3KClosed |
$239K - $266K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
6.62K+ 28.56% |
$528K - $587K
|
29.8K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-81- 27.84% |
$6.46K - $7.19K
|
210
$30.1K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
264New |
$21.1K - $23.4K
|
264
$37.9K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.96K+ 12.49% |
$715K - $796K
|
80.7K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-19.4K- 13.92% |
$1.55M - $1.72M
|
120K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-39- 8.57% |
$3.11K - $3.46K
|
416
$59.7K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
660+ 8.7% |
$52.7K - $58.6K
|
8.24K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$399 - $444
|
5
$718
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
211New |
$16.8K - $18.7K
|
211
$30.3K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
222New |
$17.7K - $19.7K
|
222
$31.9K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
647New |
$51.6K - $57.4K
|
647
$92.9K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-393- 11.17% |
$31.4K - $34.9K
|
3.13K
$449K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.8K- 87.64% |
$303K - $337K
|
535
$76.8K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
400New |
$31.9K - $35.5K
|
400
$57.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.52KNew |
$521K - $579K
|
6.52K
$936K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
462New |
$36.9K - $41K
|
462
$66.3K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.46K- 65.77% |
$196K - $218K
|
1.28K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
100New |
$7.98K - $8.88K
|
100
$14.4K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.93K- 42.04% |
$154K - $171K
|
2.66K
$382K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
404New |
$32.2K - $35.9K
|
404
$58K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-397- 14.23% |
$31.7K - $35.2K
|
2.39K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
275+ 115.55% |
$21.9K - $24.4K
|
513
$73.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
20New |
$1.6K - $1.78K
|
20
$2.87K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 2.27% |
$7.98K - $8.88K
|
4.5K
$646K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
2.34KNew |
$187K - $208K
|
2.34K
$336K
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58New |
$4.63K - $5.15K
|
58
$8.33K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.04K+ 59.42% |
$163K - $181K
|
5.47K
$786K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
90New |
$7.18K - $7.99K
|
90
$12.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.4KNew |
$192K - $213K
|
2.4K
$344K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.62KNew |
$209K - $232K
|
2.62K
$375K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
57New |
$4.55K - $5.06K
|
57
$8.18K
|
|