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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-145- 46.93% |
$15.9K - $18.6K
|
164
$27.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27- 45.0% |
$2.97K - $3.47K
|
33
$5.45K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
72New |
$7.92K - $9.26K
|
72
$11.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
598+ 980.33% |
$65.8K - $76.9K
|
659
$109K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$208K - $243K
|
1.89K
$312K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.49K+ 34.46% |
$163K - $191K
|
5.8K
$957K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
250New |
$27.5K - $32.1K
|
250
$41.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 39.67% |
$1.25M - $1.46M
|
17.3K
$2.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
395New |
$43.4K - $50.8K
|
395
$65.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.03KNew |
$224K - $261K
|
2.03K
$335K
|
|
| Q1 2024 | |||||||
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
767+ 114.31% |
$77.4K - $90.4K
|
1.44K
$237K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
93New |
$9.39K - $11K
|
93
$15.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-39- 22.41% |
$3.94K - $4.6K
|
135
$22.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
245New |
$24.7K - $28.9K
|
245
$40.4K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
747+ 18.72% |
$75.4K - $88.1K
|
4.74K
$782K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
442New |
$44.6K - $52.1K
|
442
$72.9K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.13K- 50.97% |
$417K - $487K
|
3.97K
$655K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
22.6KNew |
$2.28M - $2.66M
|
22.6K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$122K - $142K
|
1.21K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-140- 1.48% |
$14.1K - $16.5K
|
9.33K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.36KNew |
$238K - $278K
|
2.36K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.92K+ 314.11% |
$598K - $698K
|
7.81K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.4KNew |
$1.05M - $1.22M
|
10.4K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
289New |
$29.2K - $34.1K
|
289
$47.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40.5K- 15.0% |
$4.08M - $4.77M
|
229K
$37.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30K+ 38.17% |
$3.02M - $3.53M
|
108K
$17.9M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
301New |
$30.4K - $35.5K
|
301
$49.7K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.18K- 8.64% |
$119K - $139K
|
12.4K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
125+ 37.65% |
$12.6K - $14.7K
|
457
$75.4K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.55KNew |
$661K - $773K
|
6.55K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-699- 11.59% |
$70.6K - $82.4K
|
5.33K
$880K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.8KNew |
$182K - $212K
|
1.8K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.01K- 95.52% |
$303K - $354K
|
141
$23.3K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 36.7% |
$4.04K - $4.72K
|
149
$24.6K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
136New |
$13.7K - $16K
|
136
$22.4K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
311+ 1.23% |
$31.4K - $36.7K
|
25.7K
$4.24M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71KNew |
$374K - $437K
|
3.71K
$612K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$909 - $1.06K
|
1.53K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
22.6K+ 77.15% |
$2.28M - $2.66M
|
51.8K
$8.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.9KNew |
$495K - $578K
|
4.9K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
920New |
$92.9K - $108K
|
920
$152K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79KNew |
$180K - $210K
|
1.79K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
40New |
$4.04K - $4.72K
|
40
$6.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$909 - $1.06K
|
9
$1.49K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.28KNew |
$230K - $269K
|
2.28K
$376K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.1K- 87.5% |
$212K - $248K
|
300
$49.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 43.36% |
$133K - $156K
|
1.72K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
746New |
$75.3K - $88K
|
746
$123K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.3K- 25.9% |
$434K - $507K
|
12.3K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8New |
$808 - $943
|
8
$1.32K
|
|