Latest Institutional Purchases of Ishares Core S&P U.S Growth Et (IUSG)
This list provides information on the latest institutional transactions involving Ishares Core S&P U.S Growth Et (IUSG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
100New |
$8.06K - $10.7K
|
100
$14.4K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
99New |
$7.98K - $10.6K
|
99
$14.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
56New |
$4.51K - $6.02K
|
56
$8.07K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30New |
$2.42K - $3.22K
|
30
$4.33K
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
19New |
$1.53K - $2.04K
|
19
$2.74K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
15New |
$1.21K - $1.61K
|
15
$2.16K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.98% |
$80.6 - $107
|
103
$14.9K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
278KNew |
$26.3M - $32.4M
|
278K
$40.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$298K - $367K
|
3.15K
$454K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
2.01KNew |
$190K - $234K
|
2.01K
$290K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
605New |
$57.2K - $70.5K
|
605
$87.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
288New |
$27.2K - $33.5K
|
288
$41.5K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
213New |
$20.2K - $24.8K
|
213
$30.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
208New |
$19.7K - $24.2K
|
208
$30K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
137New |
$13K - $16K
|
137
$19.8K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
62New |
$5.87K - $7.22K
|
62
$8.94K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.75KNew |
$583K - $673K
|
5.75K
$829K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
PUT |
2.5KNew |
$254K - $293K
|
2.5K
$360K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2KNew |
$203K - $234K
|
2K
$288K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.83KNew |
$186K - $214K
|
1.83K
$264K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
212New |
$21.5K - $24.8K
|
212
$30.6K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
90New |
$9.13K - $10.5K
|
90
$13K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
30New |
$3.04K - $3.51K
|
30
$4.33K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17New |
$1.72K - $1.99K
|
17
$2.45K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 1.35% |
$406 - $469
|
301
$43.4K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7KNew |
$710K - $766K
|
7K
$1.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.27KNew |
$231K - $249K
|
2.27K
$328K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
375New |
$38K - $41K
|
375
$54.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
233New |
$23.6K - $25.5K
|
233
$33.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
27New |
$2.74K - $2.96K
|
27
$3.89K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.21KNew |
$203K - $223K
|
2.21K
$318K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.26KNew |
$116K - $128K
|
1.26K
$182K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
128New |
$11K - $12K
|
128
$18.5K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5New |
$429 - $469
|
5
$721
|
|
| Q4 2020 | |||||||
|
May 07, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$317K - $361K
|
4.08K
$588K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
80New |
$6.22K - $7.1K
|
80
$11.5K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75New |
$5.83K - $6.65K
|
75
$10.8K
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
16New |
$1.24K - $1.42K
|
16
$2.31K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155New |
$11.3K - $13.4K
|
155
$22.3K
|
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
71New |
$5.16K - $6.12K
|
71
$10.2K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.43K+ 18.98% |
$188K - $250K
|
21.5K
$3.1M
|
|
|
Aug 12, 2020
Q2 2020
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.95KNew |
$161K - $215K
|
2.95K
$425K
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
BUY
|
- |
204+ 23.18% |
$11.2K - $14.9K
|
1.08K
$156K
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
700New |
$34.7K - $51.4K
|
700
$101K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.53KNew |
$522K - $580K
|
8.53K
$1.23M
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
777New |
$47.5K - $52.8K
|
777
$112K
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
244New |
$14.9K - $15.8K
|
244
$35.2K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.93K+ 62.8% |
$193K - $245K
|
10.2K
$1.47M
|
|
|
Jan 18, 2019
Q4 2018
|
Lvz, Inc.
|
BUY
|
- |
2.07K+ 14.92% |
$102K - $129K
|
15.9K
$2.29M
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
30New |
$1.48K - $1.87K
|
30
$4.33K
|
|