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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2021
Q4 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.46KClosed |
$735K - $839K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-71.7KClosed |
$5.57M - $6.36M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75New |
$5.83K - $6.65K
|
75
$9.76K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$27.2K - $31K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-317Closed |
$23K - $27.3K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
S&T Bank
Indiana, PA |
SELL
|
- |
-3.81KClosed |
$277K - $329K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.48KClosed |
$689K - $818K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-38Closed |
$2.76K - $3.28K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
71New |
$5.16K - $6.12K
|
71
$9.24K
|
|
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155New |
$11.3K - $13.4K
|
155
$20.2K
|
|
|
Nov 10, 2020
Q3 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.03KClosed |
$220K - $261K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-77Closed |
$5.59K - $6.64K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87Closed |
$6.32K - $7.5K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
SELL
|
- |
-54Closed |
$3.92K - $4.66K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-4.67KClosed |
$339K - $403K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-15.9KClosed |
$1.15M - $1.37M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.43K+ 18.98% |
$188K - $250K
|
21.5K
$2.8M
|
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-27Closed |
$1.48K - $1.97K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$2.46K - $3.28K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.48K- 68.47% |
$190K - $253K
|
1.6K
$208K
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
BUY
|
- |
204+ 23.18% |
$11.2K - $14.9K
|
1.08K
$141K
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100Closed |
$5.47K - $7.28K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.95KNew |
$161K - $215K
|
2.95K
$384K
|
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-41.6KClosed |
$2.27M - $3.03M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-14.1KClosed |
$770K - $1.03M
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Gables Capital Management Inc.
|
SELL
|
- |
-154Closed |
$8.42K - $11.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-133Closed |
$7.27K - $9.69K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-415Closed |
$22.7K - $30.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10Closed |
$496 - $734
|
0
$0
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
700New |
$34.7K - $51.4K
|
700
$91.1K
|
|
|
May 18, 2020
Q1 2020
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-4.89KClosed |
$242K - $358K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$49.6 - $73.4
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-130Closed |
$6.45K - $9.54K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-431Closed |
$21.4K - $31.6K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-963Closed |
$47.8K - $70.6K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-229Closed |
$11.4K - $16.8K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.84KClosed |
$240K - $355K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-85.5KClosed |
$4.24M - $6.27M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-120Closed |
$5.96K - $8.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.53KNew |
$522K - $580K
|
8.53K
$1.11M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.43KClosed |
$149K - $165K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-27Closed |
$1.65K - $1.83K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-500Closed |
$30.6K - $34K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
777New |
$47.5K - $52.8K
|
777
$101K
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$722K - $802K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-9.44KClosed |
$577K - $641K
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-112Closed |
$6.82K - $7.25K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-288Closed |
$17.5K - $18.6K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
244New |
$14.9K - $15.8K
|
244
$31.8K
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-403Closed |
$24.5K - $26.1K
|
0
$0
|
|