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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
31.6K+ 412.12% |
$2.5M - $2.8M
|
39.3K
$5.67M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31.4K+ 621.8% |
$2.47M - $2.78M
|
36.4K
$5.25M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
29.1KNew |
$2.3M - $2.58M
|
29.1K
$4.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.1K+ 15.09% |
$2.21M - $2.48M
|
214K
$30.9M
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
25.5K+ 30.74% |
$2.01M - $2.25M
|
108K
$15.6M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25.4K+ 1.78% |
$2M - $2.24M
|
1.45M
$209M
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
25.2KNew |
$1.98M - $2.23M
|
25.2K
$3.63M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 108.89% |
$1.86M - $2.09M
|
45.3K
$6.53M
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
23.1K+ 19.58% |
$1.82M - $2.04M
|
141K
$20.3M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
21.6K+ 79.93% |
$1.7M - $1.91M
|
48.6K
$7M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
21.1K+ 261.5% |
$1.66M - $1.87M
|
29.2K
$4.2M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20.4K+ 73.84% |
$1.61M - $1.81M
|
48.1K
$6.93M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 82.83% |
$1.61M - $1.8M
|
45K
$6.48M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.59M - $1.79M
|
20.2K
$2.91M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
20.1K+ 4.07% |
$1.58M - $1.77M
|
513K
$74M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
19.4K+ 16.17% |
$1.53M - $1.72M
|
139K
$20.1M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.6K+ 187.18% |
$1.47M - $1.65M
|
28.6K
$4.12M
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
18.6KNew |
$1.47M - $1.64M
|
18.6K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17.6K+ 675.77% |
$1.39M - $1.55M
|
20.2K
$2.91M
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
17.5K+ 28.35% |
$1.38M - $1.55M
|
79.3K
$11.4M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.5KNew |
$1.38M - $1.55M
|
17.5K
$2.52M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
17KNew |
$1.34M - $1.5M
|
17K
$2.45M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
16.1K+ 22.43% |
$1.27M - $1.43M
|
88.1K
$12.7M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.9K+ 3.75% |
$1.26M - $1.41M
|
440K
$63.5M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
15.8K+ 115.71% |
$1.24M - $1.4M
|
29.4K
$4.24M
|
|
Feb 13, 2023
Q4 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
15.8KNew |
$1.24M - $1.39M
|
15.8K
$2.27M
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
15.6K+ 3.59% |
$1.23M - $1.38M
|
450K
$64.8M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.4K+ 19.6% |
$1.22M - $1.37M
|
94.2K
$13.6M
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
13.5K+ 25.01% |
$1.07M - $1.2M
|
67.7K
$9.76M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
13K+ 482.59% |
$1.03M - $1.15M
|
15.7K
$2.27M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12.8K+ 350.37% |
$1.01M - $1.13M
|
16.4K
$2.37M
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
12.3K+ 5.22% |
$974K - $1.09M
|
249K
$35.9M
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
11.9K+ 306.53% |
$937K - $1.05M
|
15.7K
$2.27M
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
11.9K+ 113.48% |
$935K - $1.05M
|
22.3K
$3.21M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
11.7KNew |
$921K - $1.03M
|
11.7K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10.8KNew |
$854K - $958K
|
10.8K
$1.56M
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10.3KNew |
$816K - $916K
|
10.3K
$1.49M
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.3K+ 29.52% |
$815K - $914K
|
45.3K
$6.54M
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
10KNew |
$789K - $885K
|
10K
$1.44M
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.93K+ 4.48% |
$783K - $878K
|
231K
$33.4M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
9.82K+ 17.15% |
$775K - $869K
|
67.1K
$9.67M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
9.64K+ 6.86% |
$760K - $853K
|
150K
$21.6M
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.58KNew |
$756K - $848K
|
9.58K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.4KNew |
$741K - $831K
|
9.4K
$1.35M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9.25KNew |
$729K - $818K
|
9.25K
$1.33M
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
9.14K+ 18.85% |
$721K - $809K
|
57.6K
$8.31M
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
9.11K+ 291.7% |
$718K - $806K
|
12.2K
$1.76M
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
9.05K+ 15.9% |
$714K - $801K
|
66K
$9.51M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.96K+ 20.63% |
$707K - $793K
|
52.4K
$7.55M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.89KNew |
$701K - $787K
|
8.89K
$1.28M
|