Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.39M+ 105300.0% |
$662M - $742M
|
8.4M
$1.21B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.67M+ 11.01% |
$289M - $325M
|
37M
$5.33B
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.06M+ 19.15% |
$83.2M - $93.4M
|
6.57M
$947M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
729K+ 9.71% |
$57.5M - $64.5M
|
8.24M
$1.19B
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
569KNew |
$44.9M - $50.4M
|
569K
$82.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
441K+ 41.33% |
$34.8M - $39M
|
1.51M
$217M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
411KNew |
$32.4M - $36.4M
|
411K
$59.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
352K+ 154.01% |
$27.8M - $31.1M
|
581K
$83.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
306KNew |
$24.2M - $27.1M
|
306K
$44.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
287KNew |
$22.6M - $25.4M
|
287K
$41.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
229KNew |
$18.1M - $20.2M
|
229K
$33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
228K+ 32.0% |
$18M - $20.1M
|
939K
$135M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
215K+ 353.73% |
$16.9M - $19M
|
275K
$39.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
211KNew |
$16.7M - $18.7M
|
211K
$30.5M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
186KNew |
$14.6M - $16.4M
|
186K
$26.7M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
184K+ 219.38% |
$14.5M - $16.3M
|
267K
$38.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170K+ 1.32% |
$13.4M - $15M
|
13M
$1.88B
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
169K+ 276.59% |
$13.4M - $15M
|
230K
$33.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
149K+ 66.88% |
$11.7M - $13.1M
|
371K
$53.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 14.23% |
$11.7M - $13.1M
|
1.19M
$171M
|
|
|
Feb 13, 2023
Q4 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
136KNew |
$10.7M - $12M
|
136K
$19.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
136K+ 111.87% |
$10.7M - $12M
|
257K
$37M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
119K+ 48.2% |
$9.35M - $10.5M
|
365K
$52.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
118K+ 66.43% |
$9.32M - $10.5M
|
296K
$42.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
111K+ 7.68% |
$8.77M - $9.84M
|
1.56M
$225M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108K+ 680.09% |
$8.5M - $9.54M
|
124K
$17.8M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106K+ 24.18% |
$8.36M - $9.37M
|
544K
$78.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99.9K+ 86.77% |
$7.88M - $8.84M
|
215K
$31M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
93.4KNew |
$7.37M - $8.26M
|
93.4K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
89.5K+ 69.68% |
$7.06M - $7.92M
|
218K
$31.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88.2K+ 106.44% |
$6.96M - $7.81M
|
171K
$24.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 104.53% |
$6.88M - $7.71M
|
171K
$24.6M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
82.4KNew |
$6.5M - $7.29M
|
82.4K
$11.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
74.3K+ 58.52% |
$5.86M - $6.58M
|
201K
$29M
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
71.6KNew |
$5.65M - $6.34M
|
71.6K
$10.3M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.1KNew |
$5.37M - $6.03M
|
68.1K
$9.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68K+ 57.46% |
$5.37M - $6.02M
|
186K
$26.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
62.3K+ 254.79% |
$4.92M - $5.52M
|
86.8K
$12.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
61.5K+ 15.11% |
$4.85M - $5.44M
|
469K
$67.6M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
58.4K+ 45.9% |
$4.6M - $5.16M
|
186K
$26.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
55.5K+ 48.59% |
$4.38M - $4.91M
|
170K
$24.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
54.1KNew |
$4.27M - $4.78M
|
54.1K
$7.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
52.9K+ 86.41% |
$4.17M - $4.68M
|
114K
$16.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
50.9K+ 32.44% |
$4.02M - $4.5M
|
208K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
49.2K+ 218.42% |
$3.88M - $4.35M
|
71.8K
$10.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48.8K+ 124.88% |
$3.85M - $4.32M
|
88K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
46.8K+ 310.34% |
$3.69M - $4.14M
|
61.9K
$8.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
44.8K+ 206.7% |
$3.53M - $3.96M
|
66.5K
$9.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
37.1K+ 314.01% |
$2.92M - $3.28M
|
48.9K
$7.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
35.3K+ 12703.96% |
$2.79M - $3.12M
|
35.6K
$5.13M
|