Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
13.6KNew |
$1.5M - $1.75M
|
13.6K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.3KNew |
$1.46M - $1.71M
|
13.3K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13K+ 214.8% |
$1.43M - $1.67M
|
19.1K
$2.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.9K+ 3.32% |
$1.41M - $1.65M
|
400K
$57.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.6KNew |
$1.28M - $1.49M
|
11.6K
$1.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.5K+ 8.44% |
$1.27M - $1.48M
|
148K
$21.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.8K+ 37.84% |
$1.19M - $1.39M
|
39.3K
$5.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.5KNew |
$1.16M - $1.35M
|
10.5K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.1K+ 18.51% |
$1.11M - $1.3M
|
64.5K
$9.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.48KNew |
$1.04M - $1.22M
|
9.48K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.7KNew |
$957K - $1.12M
|
8.7K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
8.04K+ 0.62% |
$885K - $1.03M
|
1.31M
$187M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.04K+ 9.47% |
$884K - $1.03M
|
92.9K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
7.59K+ 7.48% |
$834K - $975K
|
109K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.42K+ 29.36% |
$816K - $954K
|
32.7K
$4.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.27K+ 15.11% |
$800K - $935K
|
55.4K
$7.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.2KNew |
$792K - $926K
|
7.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.08K+ 2.9% |
$778K - $910K
|
251K
$35.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.79K+ 26.26% |
$747K - $874K
|
32.7K
$4.67M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
6.76K+ 6.8% |
$743K - $869K
|
106K
$15.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
6.67KNew |
$734K - $858K
|
6.67K
$954K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.56K+ 28.91% |
$721K - $843K
|
29.2K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.21K+ 32.8% |
$683K - $799K
|
25.2K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.77K+ 12550.0% |
$635K - $742K
|
5.82K
$832K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.68K+ 128.45% |
$625K - $731K
|
10.1K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.68K+ 2.88% |
$624K - $730K
|
203K
$29M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.28K+ 5.18% |
$581K - $679K
|
107K
$15.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.72K+ 7.54% |
$520K - $607K
|
67.4K
$9.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.66K+ 4.5% |
$512K - $599K
|
108K
$15.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.61K+ 322.29% |
$507K - $593K
|
6.04K
$864K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.51K+ 2.47% |
$496K - $580K
|
187K
$26.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.45K+ 24.16% |
$489K - $572K
|
22.8K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.44K+ 93.17% |
$489K - $571K
|
9.21K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
4.44K+ 77.72% |
$488K - $571K
|
10.2K
$1.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.26KNew |
$469K - $548K
|
4.26K
$610K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.26K+ 70.41% |
$469K - $548K
|
10.3K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.19K+ 28.9% |
$461K - $539K
|
18.7K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4.12K+ 7.17% |
$453K - $530K
|
61.6K
$8.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.12K+ 60.73% |
$453K - $530K
|
10.9K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.83KNew |
$421K - $492K
|
3.83K
$548K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.77K+ 67.53% |
$415K - $485K
|
9.36K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.75KNew |
$412K - $482K
|
3.75K
$536K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 1.48% |
$399K - $466K
|
249K
$35.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 5.56% |
$398K - $465K
|
68.6K
$9.82M
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$390K - $456K
|
3.55K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.51KNew |
$386K - $452K
|
3.51K
$503K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.43K+ 2.81% |
$377K - $441K
|
126K
$18M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.26K+ 4.44% |
$358K - $419K
|
76.6K
$11M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.25K+ 14.79% |
$358K - $418K
|
25.2K
$3.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.96K+ 4.6% |
$326K - $381K
|
67.4K
$9.64M
|