Purchases and Sales Made in Q2 2023 in Ishares Core S&P U.S Growth Et (IUSG)
This table provides information about the institutional ownership of Ishares Core S&P U.S Growth Et (IUSG) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S GROWTH ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.7K+ 339.71% |
$1.2M - $1.34M
|
17.7K
$2.53M
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
13.3K+ 240.04% |
$1.16M - $1.3M
|
18.8K
$2.69M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.1K+ 27.92% |
$1.15M - $1.28M
|
59.9K
$8.57M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
12.4KNew |
$1.09M - $1.22M
|
12.4K
$1.78M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.8KNew |
$947K - $1.05M
|
10.8K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.2KNew |
$891K - $991K
|
10.2K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.1K+ 91.47% |
$886K - $986K
|
21.1K
$3.02M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
8.49KNew |
$745K - $829K
|
8.49K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.31K+ 1.64% |
$729K - $811K
|
516K
$73.8M
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
8.04K+ 3.9% |
$705K - $785K
|
214K
$30.6M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
7.89K+ 113.23% |
$693K - $771K
|
14.9K
$2.13M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.4K+ 103.77% |
$649K - $723K
|
14.5K
$2.08M
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.2KNew |
$632K - $703K
|
7.2K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.83K+ 1.57% |
$600K - $667K
|
441K
$63.1M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.55K+ 5.6% |
$575K - $640K
|
124K
$17.7M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.49K+ 2.64% |
$570K - $634K
|
252K
$36.1M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.47K+ 221.12% |
$568K - $632K
|
9.4K
$1.34M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6.3K+ 4.5% |
$553K - $615K
|
146K
$20.9M
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 2.51% |
$537K - $597K
|
250K
$35.7M
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.91K+ 9.46% |
$519K - $577K
|
68.4K
$9.78M
|
|
Jul 24, 2023
Q2 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
5.87K+ 5.56% |
$515K - $573K
|
112K
$16M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.74K+ 3.54% |
$504K - $560K
|
168K
$24M
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.69K+ 6.82% |
$500K - $556K
|
89.2K
$12.8M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.36KNew |
$471K - $523K
|
5.36K
$767K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
5.32K+ 5.06% |
$467K - $520K
|
110K
$15.8M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
5.31K+ 8.66% |
$466K - $518K
|
66.6K
$9.52M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.29K+ 1.54% |
$465K - $517K
|
349K
$50M
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5.28K+ 57.25% |
$463K - $515K
|
14.5K
$2.07M
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.22K+ 91.82% |
$458K - $509K
|
10.9K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.18KNew |
$455K - $506K
|
5.18K
$741K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.13KNew |
$450K - $501K
|
5.13K
$734K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.05K+ 4.8% |
$444K - $493K
|
110K
$15.8M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.05K+ 4.8% |
$444K - $493K
|
110K
$15.8M
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
5.04K+ 10.49% |
$442K - $492K
|
53.1K
$7.59M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.93K+ 3.47% |
$433K - $482K
|
147K
$21M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.89KNew |
$429K - $477K
|
4.89K
$699K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.65KNew |
$408K - $454K
|
4.65K
$665K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
4.53KNew |
$398K - $443K
|
4.53K
$648K
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
4.53K+ 1.87% |
$398K - $442K
|
246K
$35.2M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.37KNew |
$384K - $427K
|
4.37K
$625K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 15.57% |
$362K - $403K
|
30.6K
$4.38M
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.08KNew |
$358K - $398K
|
4.08K
$583K
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.07K+ 15.87% |
$358K - $398K
|
29.7K
$4.25M
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.91K+ 1.25% |
$343K - $382K
|
316K
$45.1M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
3.9K+ 10.9% |
$342K - $381K
|
39.7K
$5.67M
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.62K+ 5.62% |
$318K - $353K
|
68K
$9.73M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.6K+ 58.71% |
$316K - $351K
|
9.73K
$1.39M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.51K+ 2.03% |
$308K - $343K
|
177K
$25.3M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.32K+ 7.54% |
$291K - $324K
|
47.3K
$6.76M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 12.59% |
$290K - $323K
|
29.6K
$4.23M
|