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 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.95KNew |
$514K - $573K
|
3.95K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-394- 13.91% |
$51.2K - $57.1K
|
2.44K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.05K+ 3.58% |
$137K - $153K
|
30.4K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$130 - $145
|
17.5K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-19- 0.1% |
$2.47K - $2.75K
|
18.3K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45- 0.34% |
$5.85K - $6.52K
|
13.2K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.41% |
$8.32K - $9.28K
|
15.8K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$130 - $145
|
602
$86.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-731- 9.46% |
$95K - $106K
|
7K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 40.56% |
$193K - $215K
|
5.14K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.68K+ 7.19% |
$218K - $243K
|
25K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-388- 1.19% |
$50.4K - $56.2K
|
32.1K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 119.17% |
$326K - $364K
|
4.62K
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.5KNew |
$1.49M - $1.67M
|
11.5K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-96- 3.79% |
$12.5K - $13.9K
|
2.44K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
992+ 10.35% |
$129K - $144K
|
10.6K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-734- 23.6% |
$95.4K - $106K
|
2.38K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.68K- 23.08% |
$478K - $533K
|
12.3K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-45- 0.9% |
$5.85K - $6.52K
|
4.95K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 0.56% |
$3.9K - $4.35K
|
5.36K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-977- 1.6% |
$127K - $142K
|
60.1K
$8.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.63K+ 82.3% |
$602K - $671K
|
10.3K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17- 0.86% |
$2.21K - $2.46K
|
1.95K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.78K+ 3.32% |
$491K - $548K
|
117K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
14+ 0.05% |
$1.82K - $2.03K
|
30K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-3.72K- 6.04% |
$484K - $540K
|
57.9K
$8.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-853- 2.13% |
$111K - $124K
|
39.1K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
46.3K+ 18.65% |
$6.01M - $6.71M
|
294K
$42.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-110- 9.48% |
$14.3K - $15.9K
|
1.05K
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-47- 1.16% |
$6.11K - $6.81K
|
3.99K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-225- 12.44% |
$29.2K - $32.6K
|
1.58K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-79- 1.9% |
$10.3K - $11.5K
|
4.08K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.22K+ 64.56% |
$159K - $177K
|
3.12K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.12K- 18.55% |
$276K - $308K
|
9.32K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.61K+ 35.37% |
$209K - $234K
|
6.17K
$885K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.06KNew |
$398K - $444K
|
3.06K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
913+ 2.88% |
$119K - $132K
|
32.6K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
293+ 1.7% |
$38.1K - $42.5K
|
17.5K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-14- 0.05% |
$1.82K - $2.03K
|
28.4K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-486- 11.38% |
$63.2K - $70.5K
|
3.79K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-67.4K- 26.01% |
$8.76M - $9.77M
|
192K
$27.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.47KNew |
$190K - $212K
|
1.47K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23.8K- 4.84% |
$3.1M - $3.46M
|
469K
$67.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-17.3K- 4.23% |
$2.25M - $2.51M
|
392K
$56.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$1.82K - $2.03K
|
4.68K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-122- 2.54% |
$15.9K - $17.7K
|
4.68K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.66K- 20.59% |
$216K - $241K
|
6.41K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-4.15K- 2.34% |
$539K - $601K
|
173K
$24.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-30- 1.44% |
$3.9K - $4.35K
|
2.06K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-5.91K- 10.47% |
$768K - $856K
|
50.5K
$7.25M
|