Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-788K- 11.12% |
$102M - $114M
|
6.29M
$906M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-384K- 71.03% |
$49.8M - $55.6M
|
156K
$22.5M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-371K- 34.74% |
$48.3M - $53.8M
|
698K
$100M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-209K- 99.28% |
$27.2M - $30.4M
|
1.51K
$218K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-184K- 98.75% |
$23.9M - $26.7M
|
2.33K
$335K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-128K- 5.91% |
$16.6M - $18.5M
|
2.03M
$293M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-67.4K- 26.01% |
$8.76M - $9.77M
|
192K
$27.6M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46K- 11.06% |
$5.97M - $6.66M
|
369K
$53.2M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-38.1K- 54.26% |
$4.95M - $5.53M
|
32.1K
$4.63M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.1K- 59.82% |
$4.56M - $5.09M
|
23.6K
$3.39M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-31.8K- 14.68% |
$4.14M - $4.61M
|
185K
$26.6M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30.6K- 49.29% |
$3.98M - $4.44M
|
31.5K
$4.54M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-27.5K- 7.32% |
$3.57M - $3.98M
|
347K
$50M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-27K- 29.18% |
$3.51M - $3.92M
|
65.6K
$9.45M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-23.8K- 4.84% |
$3.1M - $3.46M
|
469K
$67.5M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-23.1K- 9.03% |
$3M - $3.35M
|
233K
$33.5M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-19.5K- 16.15% |
$2.53M - $2.82M
|
101K
$14.6M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.2K- 18.29% |
$2.36M - $2.64M
|
81.3K
$11.7M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-17.3K- 4.23% |
$2.25M - $2.51M
|
392K
$56.5M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16K- 2.02% |
$2.07M - $2.31M
|
774K
$111M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.6K- 5.67% |
$1.76M - $1.97M
|
226K
$32.5M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-12.6K- 25.97% |
$1.63M - $1.82M
|
35.8K
$5.16M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.9K- 1.76% |
$1.55M - $1.73M
|
667K
$96M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-11.1K- 4.54% |
$1.44M - $1.61M
|
234K
$33.6M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10.4K- 7.81% |
$1.35M - $1.51M
|
123K
$17.7M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.35K- 68.85% |
$1.22M - $1.36M
|
4.23K
$609K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-8.88K- 11.57% |
$1.15M - $1.29M
|
67.9K
$9.77M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.75K- 21.76% |
$1.01M - $1.12M
|
27.8K
$4.01M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.42K- 24.71% |
$964K - $1.08M
|
22.6K
$3.26M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.84K- 3.75% |
$889K - $991K
|
175K
$25.2M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.44K- 4.26% |
$836K - $933K
|
145K
$20.8M
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-6.29K- 61.73% |
$817K - $911K
|
3.9K
$561K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-5.91K- 10.47% |
$768K - $856K
|
50.5K
$7.27M
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.6K- 1.6% |
$728K - $812K
|
344K
$49.5M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.59K- 17.7% |
$726K - $810K
|
26K
$3.74M
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-4.89K- 16.05% |
$636K - $709K
|
25.6K
$3.68M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-4.88K- 5.06% |
$634K - $707K
|
91.5K
$13.2M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.54K- 47.3% |
$591K - $659K
|
5.06K
$729K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.51K- 1.95% |
$585K - $653K
|
227K
$32.6M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.15K- 41.53% |
$539K - $602K
|
5.85K
$842K
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-4.15K- 2.34% |
$539K - $601K
|
173K
$25M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-3.72K- 6.04% |
$484K - $540K
|
57.9K
$8.33M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.68K- 23.08% |
$478K - $533K
|
12.3K
$1.76M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.66K- 3.41% |
$476K - $531K
|
104K
$14.9M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 3.72% |
$457K - $510K
|
90.8K
$13.1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.34K- 9.14% |
$433K - $483K
|
33.2K
$4.77M
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 1.28% |
$404K - $451K
|
240K
$34.6M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.66K- 9.01% |
$346K - $386K
|
26.9K
$3.87M
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-2.65K- 2.79% |
$344K - $384K
|
92.3K
$13.3M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.31K- 25.63% |
$300K - $335K
|
6.7K
$965K
|