Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.01% |
$117 - $134
|
14.1K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.05% |
$117 - $134
|
1.98K
$284K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-2- 0.04% |
$234 - $267
|
5K
$715K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.12% |
$350 - $401
|
2.4K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.21% |
$818 - $935
|
3.33K
$476K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-7- 0.25% |
$818 - $935
|
2.8K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-9- 0.51% |
$1.05K - $1.2K
|
1.74K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-10- 1.26% |
$1.17K - $1.34K
|
782
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-12- 0.7% |
$1.4K - $1.6K
|
1.71K
$244K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-13- 0.62% |
$1.52K - $1.74K
|
2.09K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.06% |
$1.75K - $2K
|
24.2K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19- 0.64% |
$2.22K - $2.54K
|
2.94K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-23- 0.23% |
$2.69K - $3.07K
|
10.1K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-23- 0.15% |
$2.69K - $3.07K
|
15.7K
$2.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-23- 0.27% |
$2.69K - $3.07K
|
8.53K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-24- 0.23% |
$2.8K - $3.2K
|
10.4K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-30- 0.16% |
$3.5K - $4.01K
|
18.3K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 0.32% |
$3.5K - $4.01K
|
9.33K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31- 9.01% |
$3.62K - $4.14K
|
313
$44.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 8.51% |
$3.85K - $4.41K
|
355
$50.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-34- 1.11% |
$3.97K - $4.54K
|
3.04K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 1.07% |
$4.67K - $5.34K
|
3.68K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-43- 0.79% |
$5.02K - $5.74K
|
5.4K
$772K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-45- 0.75% |
$5.26K - $6.01K
|
5.98K
$855K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-48- 0.35% |
$5.61K - $6.41K
|
13.6K
$1.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-49- 0.47% |
$5.72K - $6.54K
|
10.5K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-50- 1.64% |
$5.84K - $6.68K
|
3K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-51- 1.79% |
$5.96K - $6.81K
|
2.79K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-54- 0.85% |
$6.31K - $7.21K
|
6.3K
$901K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 3.48% |
$6.42K - $7.34K
|
1.53K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-58- 3.1% |
$6.77K - $7.75K
|
1.81K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-65- 0.98% |
$7.59K - $8.68K
|
6.58K
$941K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-67- 0.2% |
$7.82K - $8.95K
|
33K
$4.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-68- 0.85% |
$7.94K - $9.08K
|
7.91K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-70- 0.53% |
$8.18K - $9.35K
|
13.2K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-72- 0.08% |
$8.41K - $9.61K
|
90K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-72- 0.02% |
$8.41K - $9.61K
|
332K
$47.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-75- 2.68% |
$8.76K - $10K
|
2.72K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-76- 6.45% |
$8.88K - $10.1K
|
1.1K
$158K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-77- 12.36% |
$8.99K - $10.3K
|
546
$78.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-77- 0.99% |
$8.99K - $10.3K
|
7.67K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-85- 0.68% |
$9.93K - $11.4K
|
12.4K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-87- 3.59% |
$10.2K - $11.6K
|
2.34K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-93- 2.8% |
$10.9K - $12.4K
|
3.22K
$461K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-95- 2.71% |
$11.1K - $12.7K
|
3.42K
$488K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-98- 2.3% |
$11.4K - $13.1K
|
4.16K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-100- 62.5% |
$11.7K - $13.4K
|
60
$8.58K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-112- 4.28% |
$13.1K - $15K
|
2.5K
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-113- 40.36% |
$13.2K - $15.1K
|
167
$23.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-121- 1.25% |
$14.1K - $16.2K
|
9.59K
$1.37M
|