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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.29KClosed |
$131K - $141K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-46Closed |
$4.66K - $5.03K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
375New |
$38K - $41K
|
375
$53.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
27New |
$2.74K - $2.96K
|
27
$3.88K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7KNew |
$710K - $766K
|
7K
$1M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-50Closed |
$5.07K - $5.47K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.5K- 79.49% |
$152K - $164K
|
387
$55.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-223- 13.79% |
$22.6K - $24.4K
|
1.39K
$200K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
233New |
$23.6K - $25.5K
|
233
$33.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.85KClosed |
$289K - $311K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.27KNew |
$231K - $249K
|
2.27K
$326K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.15KClosed |
$218K - $235K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3KClosed |
$304K - $329K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.75KClosed |
$279K - $301K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-639Closed |
$58.7K - $64.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.41KClosed |
$313K - $345K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-201Closed |
$18.5K - $20.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-6.43KClosed |
$591K - $651K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-240Closed |
$22.1K - $24.3K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9Closed |
$827 - $910
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-120- 29.27% |
$11K - $12.1K
|
290
$41.6K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-490Closed |
$45K - $49.6K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-430Closed |
$39.5K - $43.5K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.76KClosed |
$254K - $280K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-74Closed |
$6.8K - $7.49K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.21KNew |
$203K - $223K
|
2.21K
$317K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.26KNew |
$116K - $128K
|
1.26K
$181K
|
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-300- 1.53% |
$27.6K - $30.3K
|
19.3K
$2.77M
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-183- 32.5% |
$15.7K - $17.2K
|
380
$54.5K
|
|
|
May 18, 2021
Q1 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-390Closed |
$33.4K - $36.6K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-530Closed |
$45.4K - $49.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5New |
$429 - $469
|
5
$718
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-202Closed |
$17.3K - $18.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.65KClosed |
$570K - $624K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$85.7 - $93.8
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-341Closed |
$29.2K - $32K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-115Closed |
$9.86K - $10.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-24Closed |
$2.06K - $2.25K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4Closed |
$343 - $375
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-9KClosed |
$771K - $844K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-684Closed |
$58.6K - $64.1K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-221- 19.7% |
$18.9K - $20.7K
|
901
$129K
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.47KClosed |
$383K - $419K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
128New |
$11K - $12K
|
128
$18.4K
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.3KClosed |
$111K - $122K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 07, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$317K - $361K
|
4.08K
$585K
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-66Closed |
$5.13K - $5.85K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8Closed |
$622 - $710
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
16New |
$1.24K - $1.42K
|
16
$2.3K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
80New |
$6.22K - $7.1K
|
80
$11.5K
|
|