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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.53K- 9.38% |
$377K - $420K
|
24.5K
$4.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-30.1KClosed |
$4.49M - $4.99M
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
496+ 155.0% |
$73.9K - $82.3K
|
816
$135K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
20.2K+ 2.86% |
$3.01M - $3.36M
|
728K
$120M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
148+ 0.31% |
$22K - $24.6K
|
47.7K
$7.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
36.1K+ 153.76% |
$5.37M - $5.98M
|
59.5K
$9.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-99- 2.3% |
$14.7K - $16.4K
|
4.2K
$693K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-809- 9.97% |
$121K - $134K
|
7.31K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-204- 4.21% |
$30.4K - $33.8K
|
4.64K
$766K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.37% |
$149 - $166
|
269
$44.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.44KNew |
$512K - $570K
|
3.44K
$567K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
8+ 0.54% |
$1.19K - $1.33K
|
1.48K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
786+ 26.13% |
$117K - $130K
|
3.79K
$626K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
8+ 0.09% |
$1.19K - $1.33K
|
8.59K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
179+ 9.65% |
$26.7K - $29.7K
|
2.03K
$335K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
686+ 1.67% |
$102K - $114K
|
41.8K
$6.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-60- 0.17% |
$8.94K - $9.95K
|
34.3K
$5.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 34.48% |
$2.98K - $3.32K
|
38
$6.27K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
88New |
$13.1K - $14.6K
|
88
$14.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-13K- 36.21% |
$1.93M - $2.15M
|
22.9K
$3.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
31+ 0.44% |
$4.62K - $5.14K
|
7.03K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-495- 6.08% |
$73.7K - $82.1K
|
7.64K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
302+ 10.41% |
$45K - $50.1K
|
3.2K
$529K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
242+ 9.07% |
$36.1K - $40.1K
|
2.91K
$480K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-14.9K- 8.18% |
$2.21M - $2.46M
|
167K
$27.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-966- 10.88% |
$144K - $160K
|
7.91K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-34- 2.15% |
$5.06K - $5.64K
|
1.55K
$255K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.93K+ 58.57% |
$287K - $320K
|
5.22K
$861K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.8K- 2.24% |
$418K - $465K
|
123K
$20.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
102+ 0.92% |
$15.2K - $16.9K
|
11.2K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-132K- 99.88% |
$19.7M - $21.9M
|
165
$27.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-296- 54.21% |
$44.1K - $49.1K
|
250
$41.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-178- 0.38% |
$26.5K - $29.5K
|
46.6K
$7.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$1.74M - $1.94M
|
11.7K
$1.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.3K+ 4.71% |
$193K - $215K
|
28.8K
$4.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.9K+ 101.79% |
$5.2M - $5.79M
|
69.2K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140New |
$20.9K - $23.2K
|
140
$23.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.49% |
$149 - $166
|
66
$10.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-222- 3.86% |
$33.1K - $36.8K
|
5.53K
$912K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
17+ 0.28% |
$2.53K - $2.82K
|
6.02K
$993K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-3.48K- 4.85% |
$518K - $577K
|
68.2K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
103New |
$15.3K - $17.1K
|
103
$17K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-443- 3.72% |
$66K - $73.5K
|
11.5K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.25K+ 2.26% |
$186K - $208K
|
56.7K
$9.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.65K+ 3.58% |
$544K - $606K
|
106K
$17.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.16KNew |
$322K - $359K
|
2.16K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.37KNew |
$203K - $226K
|
1.37K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-120- 2.34% |
$17.9K - $19.9K
|
5K
$826K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-261- 5.18% |
$38.9K - $43.3K
|
4.77K
$788K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
817+ 12.54% |
$122K - $136K
|
7.33K
$1.21M
|
|