Latest Institutional Purchases of Ishares Core S&P U.S Growth Et (IUSG)

IUSG Quotes by TradingView

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
May 14, 2024 Q1 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
2.36K
New
$238K - $278K
2.36K $389K
Apr 22, 2024 Q1 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
2.28K
New
$230K - $269K
2.28K $376K
May 09, 2024 Q1 2024
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
1.8K
New
$182K - $212K
1.8K $297K
Apr 25, 2024 Q1 2024
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
1.79K
New
$180K - $210K
1.79K $295K
May 15, 2024 Q1 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
1.21K
New
$122K - $142K
1.21K $199K
Apr 30, 2024 Q1 2024
Mitchell Sinkler & Starr

BUY
 -
920
New
$92.9K - $108K
920 $152K
Aug 07, 2025 Q1 2024
Tortoise Investment Management, LLC

BUY
 -
767
+ 114.31%
$77.4K - $90.4K
1.44K $237K
May 31, 2024 Q1 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
747
+ 18.72%
$75.4K - $88.1K
4.74K $782K
Apr 18, 2024 Q1 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
746
New
$75.3K - $88K
746 $123K
May 20, 2024 Q1 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
442
New
$44.6K - $52.1K
442 $72.9K
May 13, 2024 Q1 2024
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
BUY
 -
301
New
$30.4K - $35.5K
301 $49.7K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
289
New
$29.2K - $34.1K
289 $47.7K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
245
New
$24.7K - $28.9K
245 $40.4K
May 06, 2024 Q1 2024
Nvwm, LLC

BUY
 -
136
New
$13.7K - $16K
136 $22.4K
May 10, 2024 Q1 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
125
+ 37.65%
$12.6K - $14.7K
457 $75.4K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
93
New
$9.39K - $11K
93 $15.3K
Apr 11, 2024 Q1 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
70
New
$7.07K - $8.25K
70 $11.6K
Apr 11, 2024 Q1 2024
West Financial Advisors, LLC

BUY
 -
52
New
$5.25K - $6.13K
52 $8.58K
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

BUY
 -
40
+ 36.7%
$4.04K - $4.72K
149 $24.6K
Apr 23, 2024 Q1 2024
Washington Trust CO

BUY
 -
40
New
$4.04K - $4.72K
40 $6.6K
May 02, 2024 Q1 2024
Centerpoint Advisors, LLC

BUY
 -
9
+ 0.59%
$909 - $1.06K
1.53K $253K
Apr 22, 2024 Q1 2024
Oakworth Capital, Inc.

BUY
 -
9
New
$909 - $1.06K
9 $1.49K
Apr 17, 2024 Q1 2024
Atticus Wealth Management, LLC

BUY
 -
8
New
$808 - $943
8 $1.32K
Apr 12, 2024 Q1 2024
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
4
+ 0.13%
$404 - $472
3.04K $501K
Q4 2023
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
35.7K
New
$3.25M - $3.73M
35.7K $5.88M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
9.67K
New
$881K - $1.01M
9.67K $1.6M
Feb 13, 2024 Q4 2023
Benchmark Investment Advisors LLC

Chicago, IL
BUY
 -
8.51K
New
$775K - $889K
8.51K $1.4M
Feb 07, 2024 Q4 2023
Wrapmanager Inc

BUY
 -
5.5K
New
$501K - $575K
5.5K $908K
Jan 04, 2024 Q4 2023
Arden Trust CO

BUY
 -
5.39K
New
$490K - $563K
5.39K $889K
Feb 05, 2024 Q4 2023
Eagle Wealth Strategies LLC

West Deptford, NJ
BUY
 -
3.15K
New
$287K - $330K
3.15K $520K
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
2.78K
New
$253K - $291K
2.78K $459K
Jan 09, 2024 Q4 2023
Northside Capital Management, LLC

BUY
 -
2.57K
New
$234K - $269K
2.57K $424K
Jan 09, 2024 Q4 2023
Defined Wealth Management, LLC

BUY
 -
2.56K
New
$233K - $267K
2.56K $422K
Feb 06, 2024 Q4 2023
Summit Global Investments

Bountiful, UT
BUY
 -
2.02K
New
$184K - $211K
2.02K $333K
Feb 02, 2024 Q4 2023
Leisure Capital Management

BUY
 -
1.92K
New
$175K - $201K
1.92K $317K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
1.32K
+ 32.38%
$120K - $138K
5.4K $891K
Feb 07, 2024 Q4 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
1.08K
New
$98.3K - $113K
1.08K $178K
Apr 12, 2024 Q4 2023
Game Plan Financial Advisors, LLC

BUY
 -
310
New
$28.2K - $32.4K
310 $51.2K
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
211
New
$19.2K - $22.1K
211 $34.8K
Jan 17, 2024 Q4 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
190
+ 0.69%
$17.3K - $19.9K
27.9K $4.6M
Feb 09, 2024 Q4 2023
Ogorek Anthony Joseph

BUY
 -
160
New
$14.6K - $16.7K
160 $26.4K
Jan 31, 2024 Q4 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
85
+ 3.28%
$7.74K - $8.88K
2.68K $442K
Feb 14, 2024 Q4 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
50
+ 14.29%
$4.55K - $5.23K
400 $66K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
38
New
$3.46K - $3.97K
38 $6.27K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
30
New
$2.73K - $3.14K
30 $4.95K
Feb 01, 2024 Q4 2023
First Command Advisory Services, Inc.

BUY
 -
19
New
$1.73K - $1.99K
19 $3.14K
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
7
New
$637 - $732
7 $1.16K
Q3 2023
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
44K
+ 2.54%
$4.14M - $4.43M
1.78M $293M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
6.56K
+ 1.64%
$619K - $661K
406K $67M

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