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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.79KNew |
$1.14M - $1.27M
|
8.79K
$1.12M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.74K+ 23.41% |
$1.14M - $1.27M
|
46.1K
$5.85M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.66KNew |
$1.12M - $1.25M
|
8.66K
$1.1M
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
8.45KNew |
$1.1M - $1.22M
|
8.45K
$1.07M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.78K+ 94.88% |
$1.01M - $1.13M
|
16K
$2.03M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.74K+ 44.36% |
$1.01M - $1.12M
|
25.2K
$3.2M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.61K+ 1.49% |
$989K - $1.1M
|
519K
$65.9M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.48KNew |
$973K - $1.08M
|
7.48K
$951K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.37K+ 6.15% |
$958K - $1.07M
|
127K
$16.2M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.32K+ 59.96% |
$951K - $1.06M
|
19.5K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.06K+ 7.42% |
$917K - $1.02M
|
102K
$13M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.05K+ 147.77% |
$916K - $1.02M
|
11.8K
$1.5M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6.98KNew |
$907K - $1.01M
|
6.98K
$887K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
6.9K+ 2.66% |
$897K - $1M
|
266K
$33.8M
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.87K+ 7.8% |
$892K - $995K
|
94.8K
$12M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.72KNew |
$873K - $974K
|
6.72K
$854K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
6.7KNew |
$871K - $971K
|
6.7K
$851K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.66K+ 9.46% |
$866K - $966K
|
77.1K
$9.79M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.66K+ 418.02% |
$865K - $965K
|
8.25K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.18K+ 145.95% |
$803K - $896K
|
10.4K
$1.32M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.15K+ 215.09% |
$799K - $891K
|
9K
$1.14M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.1K+ 3.37% |
$793K - $885K
|
187K
$23.8M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 7.48% |
$700K - $781K
|
77.4K
$9.83M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
5.32KNew |
$691K - $771K
|
5.32K
$675K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.09K+ 5.15% |
$662K - $738K
|
104K
$13.2M
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.02KNew |
$653K - $728K
|
5.02K
$638K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
4.96K+ 6.37% |
$645K - $719K
|
82.9K
$10.5M
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.93KNew |
$641K - $715K
|
4.93K
$626K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.92K+ 7.73% |
$639K - $713K
|
68.5K
$8.7M
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.76KNew |
$618K - $690K
|
4.76K
$604K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.75KNew |
$617K - $689K
|
4.75K
$603K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.74KNew |
$615K - $687K
|
4.74K
$602K
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.63K+ 82.3% |
$602K - $671K
|
10.3K
$1.3M
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.53KNew |
$588K - $656K
|
4.53K
$575K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.4KNew |
$571K - $637K
|
4.4K
$558K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.17K+ 83.57% |
$542K - $605K
|
9.16K
$1.16M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.04K+ 2.05% |
$525K - $585K
|
201K
$25.6M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.95KNew |
$514K - $573K
|
3.95K
$502K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.82KNew |
$497K - $554K
|
3.82K
$485K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.78K+ 3.32% |
$491K - $548K
|
117K
$14.9M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.71K+ 210.87% |
$482K - $537K
|
5.46K
$694K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.68K+ 6.95% |
$478K - $533K
|
56.6K
$7.19M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.67KNew |
$477K - $532K
|
3.67K
$466K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.63K+ 34.48% |
$471K - $526K
|
14.1K
$1.8M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.39K+ 35.73% |
$440K - $491K
|
12.9K
$1.63M
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.21KNew |
$417K - $465K
|
3.21K
$407K
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.15K+ 4.81% |
$410K - $457K
|
68.8K
$8.74M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.14KNew |
$408K - $455K
|
3.14K
$398K
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.12K+ 4.64% |
$406K - $453K
|
70.5K
$8.95M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.09K+ 6.42% |
$401K - $448K
|
51.2K
$6.5M
|