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 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41+ 3.58% |
$5.33K - $5.94K
|
1.19K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
40+ 0.37% |
$5.2K - $5.8K
|
10.9K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39+ 0.42% |
$5.07K - $5.65K
|
9.29K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
39New |
$5.07K - $5.65K
|
39
$4.95K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 0.87% |
$5.07K - $5.65K
|
4.54K
$576K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
38New |
$4.94K - $5.51K
|
38
$4.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
36+ 0.42% |
$4.68K - $5.22K
|
8.63K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 0.09% |
$4.42K - $4.93K
|
37.9K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 0.56% |
$3.77K - $4.2K
|
5.22K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 0.79% |
$3.25K - $3.62K
|
3.19K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25New |
$3.25K - $3.62K
|
25
$3.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
24+ 1.13% |
$3.12K - $3.48K
|
2.15K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$2.86K - $3.19K
|
22
$2.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
20+ 4.56% |
$2.6K - $2.9K
|
459
$58.3K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17+ 1.1% |
$2.21K - $2.46K
|
1.56K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17+ 121.43% |
$2.21K - $2.46K
|
31
$3.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$2.21K - $2.46K
|
17
$2.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.16% |
$2.21K - $2.46K
|
10.6K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
15+ 5.26% |
$1.95K - $2.17K
|
300
$38.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15+ 1.01% |
$1.95K - $2.17K
|
1.5K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14+ 0.64% |
$1.82K - $2.03K
|
2.19K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.35% |
$1.82K - $2.03K
|
4.01K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
14+ 0.05% |
$1.82K - $2.03K
|
30K
$3.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.65% |
$1.69K - $1.88K
|
2.02K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11+ 0.18% |
$1.43K - $1.59K
|
6.29K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.08% |
$1.3K - $1.45K
|
13.2K
$1.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
8+ 0.15% |
$1.04K - $1.16K
|
5.51K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.1% |
$910 - $1.01K
|
6.99K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$780 - $870
|
3.39K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$650 - $725
|
2.71K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
4New |
$520 - $580
|
4
$508
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.16% |
$520 - $580
|
2.51K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3+ 0.03% |
$390 - $435
|
9.13K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.04% |
$390 - $435
|
6.99K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3+ 0.06% |
$390 - $435
|
5.03K
$638K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.14% |
$390 - $435
|
2.08K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3+ 0.18% |
$390 - $435
|
1.66K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.13% |
$260 - $290
|
1.53K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$260 - $290
|
2
$254
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2+ 0.05% |
$260 - $290
|
4.09K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.21% |
$260 - $290
|
934
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.37% |
$130 - $145
|
268
$34K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.44% |
$130 - $145
|
228
$29K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$130 - $145
|
527
$66.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.04% |
$130 - $145
|
50
$6.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$130 - $145
|
17.5K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.17% |
$130 - $145
|
602
$76.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.32% |
$130 - $145
|
315
$40K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $145
|
8.59K
$1.09M
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
29.4KNew |
$3.43M - $3.92M
|
29.4K
$3.73M
|
|