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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.09K- 19.71% |
$265K - $306K
|
8.52K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 0.85% |
$252K - $291K
|
232K
$38.2M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.48K- 34.32% |
$188K - $217K
|
2.84K
$468K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-994- 60.46% |
$126K - $146K
|
650
$107K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-847- 6.42% |
$107K - $124K
|
12.4K
$2.04M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-835- 9.14% |
$106K - $122K
|
8.3K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-738- 1.86% |
$93.6K - $108K
|
38.9K
$6.42M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-731- 17.17% |
$92.7K - $107K
|
3.53K
$582K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-708- 29.06% |
$89.8K - $104K
|
1.73K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-569- 66.47% |
$72.2K - $83.3K
|
287
$47.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-475- 10.0% |
$60.3K - $69.6K
|
4.28K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-295- 13.35% |
$37.4K - $43.2K
|
1.92K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-295- 8.01% |
$37.4K - $43.2K
|
3.39K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-235- 10.1% |
$29.8K - $34.4K
|
2.09K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-207- 3.02% |
$26.3K - $30.3K
|
6.64K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-187- 95.9% |
$23.7K - $27.4K
|
8
$1.32K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-175- 76.75% |
$22.2K - $25.6K
|
53
$8.75K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-124- 49.8% |
$15.7K - $18.2K
|
125
$20.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-79- 4.82% |
$10K - $11.6K
|
1.56K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-50- 1.86% |
$6.34K - $7.32K
|
2.63K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-50- 29.94% |
$6.34K - $7.32K
|
117
$19.3K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-41- 0.9% |
$5.2K - $6K
|
4.51K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-35- 25.18% |
$4.44K - $5.13K
|
104
$17.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-33- 13.58% |
$4.19K - $4.83K
|
210
$34.7K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.62% |
$3.17K - $3.66K
|
4K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-25Closed |
$3.17K - $3.66K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.35% |
$1.78K - $2.05K
|
4K
$660K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-9- 0.86% |
$1.14K - $1.32K
|
1.04K
$172K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.21% |
$1.01K - $1.17K
|
3.78K
$623K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.51K- 1.95% |
$585K - $653K
|
227K
$37.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.95K- 28.86% |
$253K - $282K
|
4.8K
$792K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.65K- 94.99% |
$214K - $239K
|
87
$14.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-526- 3.77% |
$68.4K - $76.3K
|
13.4K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-325- 78.5% |
$42.2K - $47.1K
|
89
$14.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-240- 11.88% |
$31.2K - $34.8K
|
1.78K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 8.97% |
$20.8K - $23.2K
|
1.62K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-92- 0.43% |
$12K - $13.3K
|
21.1K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-85- 1.42% |
$11K - $12.3K
|
5.89K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-79- 1.9% |
$10.3K - $11.5K
|
4.08K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-45- 0.9% |
$5.85K - $6.52K
|
4.95K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.29% |
$4.55K - $5.07K
|
12.2K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-26- 0.4% |
$3.38K - $3.77K
|
6.51K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18- 0.33% |
$2.34K - $2.61K
|
5.38K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.09% |
$390 - $435
|
3.33K
$549K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-89.2K- 13.07% |
$10.4M - $11.9M
|
594K
$97.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.9K- 3.02% |
$2.2M - $2.52M
|
606K
$99.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-12.3K- 84.73% |
$1.43M - $1.64M
|
2.21K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.5K- 69.81% |
$176K - $201K
|
650
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.19K- 10.27% |
$139K - $159K
|
10.4K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-502- 68.39% |
$58.6K - $67K
|
232
$38.3K
|
|