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 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.2KNew |
$5.36M - $5.98M
|
41.2K
$5.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
910+ 14.1% |
$118K - $132K
|
7.37K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-26- 0.9% |
$3.38K - $3.77K
|
2.87K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.22K- 0.9% |
$158K - $177K
|
134K
$19.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.24K- 6.64% |
$292K - $325K
|
31.5K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.04% |
$130 - $145
|
50
$7.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-79- 2.16% |
$10.3K - $11.5K
|
3.58K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.42KNew |
$185K - $206K
|
1.42K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.75K- 21.76% |
$1.01M - $1.12M
|
27.8K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.65% |
$1.69K - $1.88K
|
2.02K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.63K+ 34.48% |
$471K - $526K
|
14.1K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-11- 0.44% |
$1.43K - $1.59K
|
2.5K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
595New |
$77.3K - $86.3K
|
595
$85.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
978+ 2.56% |
$127K - $142K
|
39.2K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 28.45% |
$1.97M - $2.19M
|
68.4K
$9.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
637New |
$82.8K - $92.3K
|
637
$91.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 1.99% |
$279K - $311K
|
110K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-19.5K- 16.15% |
$2.53M - $2.82M
|
101K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
682+ 0.57% |
$88.6K - $98.9K
|
119K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-161- 1.96% |
$20.9K - $23.3K
|
8.06K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.32% |
$1.82K - $2.03K
|
4.34K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 2.13% |
$219K - $245K
|
77.6K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-38.1K- 54.26% |
$4.95M - $5.53M
|
32.1K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4- 0.12% |
$520 - $580
|
3.2K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-153- 2.82% |
$19.9K - $22.2K
|
5.26K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.16% |
$2.21K - $2.46K
|
10.6K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
414+ 3.95% |
$53.8K - $60K
|
10.9K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-78- 0.91% |
$10.1K - $11.3K
|
8.45K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.18K+ 145.95% |
$803K - $896K
|
10.4K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.97K+ 2.07% |
$385K - $430K
|
146K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-232- 0.58% |
$30.2K - $33.6K
|
39.5K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.76K+ 3.04% |
$358K - $400K
|
93.3K
$13.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.02K+ 12.89% |
$132K - $148K
|
8.93K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-25- 0.83% |
$3.25K - $3.62K
|
2.97K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
71.3K+ 52.15% |
$9.26M - $10.3M
|
208K
$29.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.65K- 2.79% |
$344K - $384K
|
92.3K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-40- 0.17% |
$5.2K - $5.8K
|
24.1K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25New |
$3.25K - $3.62K
|
25
$3.58K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
297+ 57.01% |
$38.6K - $43.1K
|
818
$117K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.89K- 24.64% |
$246K - $274K
|
5.78K
$827K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.41K+ 92.01% |
$183K - $204K
|
2.93K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
165New |
$21.4K - $23.9K
|
165
$23.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-456- 4.45% |
$59.3K - $66.1K
|
9.79K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
12.2K+ 49.9% |
$1.59M - $1.77M
|
36.8K
$5.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
52+ 1.26% |
$6.76K - $7.54K
|
4.17K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-71- 1.33% |
$9.23K - $10.3K
|
5.26K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
737New |
$95.8K - $107K
|
737
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-123- 2.17% |
$16K - $17.8K
|
5.54K
$792K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.37K- 4.89% |
$178K - $198K
|
26.6K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.56KNew |
$202K - $226K
|
1.56K
$223K
|