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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.59KNew |
$175K - $204K
|
1.59K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.59KNew |
$174K - $204K
|
1.59K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.58KNew |
$174K - $204K
|
1.58K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.58KNew |
$174K - $204K
|
1.58K
$231K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.58KNew |
$174K - $203K
|
1.58K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.58KNew |
$174K - $203K
|
1.58K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.57KNew |
$173K - $202K
|
1.57K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.56K+ 1.88% |
$171K - $200K
|
84.3K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.55K+ 6.89% |
$170K - $199K
|
24.1K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54K+ 1.27% |
$169K - $198K
|
123K
$17.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.52K+ 27.42% |
$167K - $195K
|
7.05K
$1.03M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.51K+ 54.97% |
$166K - $194K
|
4.26K
$621K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.49K+ 40.34% |
$164K - $192K
|
5.19K
$757K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49K+ 1.51% |
$163K - $191K
|
100K
$14.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.49K+ 34.46% |
$163K - $191K
|
5.8K
$845K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.48K+ 16.36% |
$163K - $190K
|
10.5K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.45K+ 18.85% |
$159K - $186K
|
9.12K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.43K+ 174.88% |
$157K - $183K
|
2.24K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.41K+ 38.06% |
$155K - $182K
|
5.12K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.39K+ 29.64% |
$153K - $179K
|
6.1K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.37K+ 4.18% |
$151K - $176K
|
34.2K
$4.98M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 10.74% |
$150K - $175K
|
14K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
1.35K+ 1.01% |
$149K - $174K
|
135K
$19.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.26KNew |
$139K - $162K
|
1.26K
$184K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.16K+ 4.28% |
$128K - $150K
|
28.4K
$4.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.05K+ 107.34% |
$116K - $135K
|
2.03K
$297K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 8.44% |
$115K - $134K
|
13.4K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 19.04% |
$111K - $130K
|
6.33K
$923K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
988+ 20.48% |
$109K - $127K
|
5.81K
$847K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
954+ 7.26% |
$105K - $123K
|
14.1K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
922New |
$101K - $119K
|
922
$134K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
899+ 10.21% |
$98.9K - $116K
|
9.71K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
820+ 7.53% |
$90.2K - $105K
|
11.7K
$1.71M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
740+ 9.32% |
$81.4K - $95.2K
|
8.68K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
734New |
$80.7K - $94.4K
|
734
$107K
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
717+ 2.93% |
$78.9K - $92.2K
|
25.2K
$3.67M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
705+ 0.19% |
$77.5K - $90.7K
|
366K
$53.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
700+ 2.65% |
$77K - $90K
|
27.2K
$3.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
649+ 14.42% |
$71.4K - $83.5K
|
5.15K
$751K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
649+ 2.09% |
$71.4K - $83.5K
|
31.7K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
643+ 1.3% |
$70.7K - $82.7K
|
50K
$7.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
640+ 4.43% |
$70.4K - $82.3K
|
15.1K
$2.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
636+ 0.54% |
$69.9K - $81.8K
|
119K
$17.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
635+ 14.44% |
$69.8K - $81.7K
|
5.03K
$734K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
598+ 980.33% |
$65.8K - $76.9K
|
659
$96.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
596+ 2.65% |
$65.5K - $76.6K
|
23.1K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
594+ 11.24% |
$65.3K - $76.4K
|
5.88K
$857K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
500New |
$55K - $64.3K
|
500
$72.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
498+ 25.53% |
$54.8K - $64K
|
2.45K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
467+ 3.74% |
$51.4K - $60.1K
|
13K
$1.89M
|