Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
164+ 6.08% |
$13.1K - $16.2K
|
2.86K
$411K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
155+ 6.28% |
$12.4K - $15.3K
|
2.62K
$377K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
151+ 4.1% |
$12.1K - $15K
|
3.83K
$550K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140New |
$11.2K - $13.9K
|
140
$20.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
139New |
$11.1K - $13.8K
|
139
$20K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
135+ 50.0% |
$10.8K - $13.4K
|
405
$58.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
126+ 0.61% |
$10.1K - $12.5K
|
20.9K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
121+ 100.83% |
$9.7K - $12K
|
241
$34.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
115+ 2.14% |
$9.22K - $11.4K
|
5.5K
$789K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
114New |
$9.14K - $11.3K
|
114
$16.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
106New |
$8.5K - $10.5K
|
106
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
106+ 1.3% |
$8.5K - $10.5K
|
8.25K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
102+ 13.75% |
$8.18K - $10.1K
|
844
$121K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
92+ 0.79% |
$7.38K - $9.11K
|
11.7K
$1.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
85+ 2.26% |
$6.82K - $8.42K
|
3.85K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
58New |
$4.65K - $5.74K
|
58
$8.33K
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
52+ 3.9% |
$4.17K - $5.15K
|
1.39K
$199K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
45+ 0.67% |
$3.61K - $4.46K
|
6.78K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44+ 0.18% |
$3.53K - $4.36K
|
25K
$3.59M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
44+ 50.57% |
$3.53K - $4.36K
|
131
$18.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35+ 1.26% |
$2.81K - $3.47K
|
2.81K
$403K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
30+ 0.69% |
$2.41K - $2.97K
|
4.39K
$629K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28New |
$2.25K - $2.77K
|
28
$4.02K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
27+ 1.8% |
$2.16K - $2.67K
|
1.53K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
21+ 0.18% |
$1.68K - $2.08K
|
11.8K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18+ 26.09% |
$1.44K - $1.78K
|
87
$12.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
18+ 0.3% |
$1.44K - $1.78K
|
5.93K
$851K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15New |
$1.2K - $1.49K
|
15
$2.15K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
11+ 0.14% |
$882 - $1.09K
|
8.16K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.14% |
$802 - $990
|
6.92K
$993K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9+ 0.17% |
$722 - $891
|
5.38K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8+ 0.3% |
$641 - $792
|
2.65K
$380K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
6+ 0.1% |
$481 - $594
|
6.24K
$896K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.28% |
$481 - $594
|
2.13K
$305K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
6+ 0.23% |
$481 - $594
|
2.65K
$380K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.25% |
$401 - $495
|
2.03K
$291K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.31% |
$401 - $495
|
1.64K
$235K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4+ 0.03% |
$321 - $396
|
13.5K
$1.94M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$241 - $297
|
1K
$144K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.45% |
$241 - $297
|
673
$96.6K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.09% |
$241 - $297
|
3.25K
$467K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.02% |
$241 - $297
|
13.3K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$160 - $198
|
18.2K
$2.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$160 - $198
|
24.8K
$3.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.03% |
$160 - $198
|
7.82K
$1.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.44% |
$80.2 - $99
|
229
$32.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$80.2 - $99
|
7.11K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.08% |
$80.2 - $99
|
1.3K
$186K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.21% |
$80.2 - $99
|
467
$67K
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
1+ 0.03% |
$80.2 - $99
|
3.88K
$558K
|