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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
52+ 1.26% |
$6.76K - $7.54K
|
4.17K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.95KNew |
$514K - $573K
|
3.95K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-45- 0.9% |
$5.85K - $6.52K
|
4.95K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-79- 1.9% |
$10.3K - $11.5K
|
4.08K
$674K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.06KNew |
$398K - $444K
|
3.06K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$153K - $171K
|
1.18K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.32% |
$130 - $145
|
315
$52K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.59KNew |
$207K - $231K
|
1.59K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.71K+ 210.87% |
$482K - $537K
|
5.46K
$901K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
333New |
$43.3K - $48.3K
|
333
$54.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.66KNew |
$1.12M - $1.25M
|
8.66K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
100New |
$13K - $14.5K
|
100
$16.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
190+ 316.67% |
$24.7K - $27.5K
|
250
$41.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.65K- 94.99% |
$214K - $239K
|
87
$14.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.02KNew |
$263K - $293K
|
2.02K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.56KNew |
$203K - $226K
|
1.56K
$257K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$2.86K - $3.19K
|
22
$3.63K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106+ 121.84% |
$12.4K - $14.2K
|
193
$31.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42New |
$4.91K - $5.61K
|
42
$6.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
36New |
$4.2K - $4.81K
|
36
$5.94K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.95KNew |
$228K - $260K
|
1.95K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31New |
$3.62K - $4.14K
|
31
$5.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.01KNew |
$118K - $135K
|
1.01K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
703+ 10.54% |
$82.1K - $93.9K
|
7.38K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45New |
$5.26K - $6.01K
|
45
$7.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-100- 62.5% |
$11.7K - $13.4K
|
60
$9.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$239K - $274K
|
2.05K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.2KNew |
$1.19M - $1.37M
|
10.2K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$467 - $534
|
4
$660
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
213+ 0.89% |
$24.9K - $28.4K
|
24.3K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
19+ 3.8% |
$2.22K - $2.54K
|
519
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
549+ 6.46% |
$64.1K - $73.3K
|
9.05K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 10.27% |
$139K - $159K
|
10.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-65- 0.98% |
$7.59K - $8.68K
|
6.58K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
500+ 1666.67% |
$58.4K - $66.8K
|
530
$87.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.05% |
$117 - $134
|
1.98K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
168New |
$19.6K - $22.4K
|
168
$27.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.39KNew |
$630K - $720K
|
5.39K
$890K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
165New |
$19.3K - $22K
|
165
$27.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-76- 6.45% |
$8.88K - $10.1K
|
1.1K
$182K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$350 - $401
|
1.64K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
207+ 460.0% |
$24.2K - $27.6K
|
252
$41.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
529New |
$61.8K - $70.6K
|
529
$87.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$1.52K - $1.74K
|
13
$2.15K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 3.48% |
$6.42K - $7.34K
|
1.53K
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$270K - $309K
|
2.31K
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
502New |
$58.6K - $67K
|
502
$82.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.47KNew |
$288K - $330K
|
2.47K
$408K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
30+ 1.04% |
$3.5K - $4.01K
|
2.92K
$482K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
2KNew |
$234K - $267K
|
2K
$330K
|
|