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 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.29KNew |
$182K - $203K
|
2.29K
$328K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.29KNew |
$182K - $203K
|
2.29K
$328K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
83New |
$6.62K - $7.37K
|
83
$11.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
38+ 0.77% |
$3.03K - $3.37K
|
4.97K
$714K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.91KNew |
$232K - $258K
|
2.91K
$418K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-787- 22.0% |
$62.8K - $69.9K
|
2.79K
$400K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-947- 2.47% |
$75.6K - $84.1K
|
37.3K
$5.36M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-231- 57.18% |
$18.4K - $20.5K
|
173
$24.8K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
513New |
$40.5K - $45.4K
|
513
$73.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
186KNew |
$14.6M - $16.4M
|
186K
$26.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
45New |
$3.55K - $3.98K
|
45
$6.46K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.77K- 34.42% |
$613K - $688K
|
14.8K
$2.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.99KNew |
$551K - $618K
|
6.99K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.44K+ 845.71% |
$350K - $393K
|
4.97K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
419New |
$33.1K - $37.1K
|
419
$60.1K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
58.4K+ 45.9% |
$4.6M - $5.16M
|
186K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2.66KNew |
$210K - $236K
|
2.66K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
111New |
$8.76K - $9.82K
|
111
$15.9K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
537New |
$42.4K - $47.5K
|
537
$77.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
332New |
$26.2K - $29.4K
|
332
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-24- 0.31% |
$1.89K - $2.12K
|
7.61K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
463New |
$36.5K - $41K
|
463
$66.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
29.1KNew |
$2.3M - $2.58M
|
29.1K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
498New |
$39.3K - $44.1K
|
498
$71.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$195K - $219K
|
2.47K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
76New |
$5.99K - $6.72K
|
76
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-68- 0.87% |
$5.36K - $6.02K
|
7.77K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
136KNew |
$10.7M - $12M
|
136K
$19.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17KNew |
$1.34M - $1.5M
|
17K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.1K- 32.37% |
$955K - $1.07M
|
25.3K
$3.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.17KNew |
$171K - $192K
|
2.17K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.42KNew |
$270K - $303K
|
3.42K
$491K
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
25.2KNew |
$1.98M - $2.23M
|
25.2K
$3.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
131+ 1.59% |
$10.3K - $11.6K
|
8.36K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65New |
$5.13K - $5.75K
|
65
$9.33K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92KNew |
$151K - $170K
|
1.92K
$276K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
258New |
$20.4K - $22.8K
|
258
$37K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-276- 13.02% |
$21.8K - $24.4K
|
1.84K
$265K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-37- 56.92% |
$2.92K - $3.27K
|
28
$4.02K
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-4.65K- 60.76% |
$366K - $411K
|
3K
$431K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.81KNew |
$300K - $337K
|
3.81K
$546K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.37KNew |
$424K - $475K
|
5.37K
$771K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$246K - $276K
|
3.12K
$448K
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-37- 9.79% |
$2.92K - $3.27K
|
341
$48.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$23.7K - $26.5K
|
300
$43.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
142New |
$11.2K - $12.6K
|
142
$20.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
397New |
$31.3K - $35.1K
|
397
$57K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
533New |
$42K - $47.2K
|
533
$76.5K
|
|