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 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-30- 9.15% |
$2.37K - $2.65K
|
298
$43K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-31- 0.35% |
$2.45K - $2.74K
|
8.79K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-37- 56.92% |
$2.92K - $3.27K
|
28
$4.04K
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-37- 9.79% |
$2.92K - $3.27K
|
341
$49.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-41- 0.4% |
$3.23K - $3.63K
|
10.3K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-43- 19.03% |
$3.39K - $3.8K
|
183
$26.4K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-44- 33.59% |
$3.47K - $3.89K
|
87
$12.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-49- 0.84% |
$3.87K - $4.34K
|
5.81K
$838K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-54- 7.38% |
$4.26K - $4.78K
|
678
$97.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-62- 0.47% |
$4.89K - $5.49K
|
13K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-62- 12.3% |
$4.89K - $5.49K
|
442
$63.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-68- 0.87% |
$5.36K - $6.02K
|
7.77K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-75- 2.09% |
$5.92K - $6.64K
|
3.51K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-79- 0.05% |
$6.23K - $6.99K
|
170K
$24.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-93- 3.26% |
$7.34K - $8.23K
|
2.76K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 1.02% |
$7.89K - $8.85K
|
9.71K
$1.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 1.65% |
$8.12K - $9.11K
|
6.15K
$886K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-111- 0.28% |
$8.76K - $9.82K
|
38.9K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-118- 0.28% |
$9.31K - $10.4K
|
41.6K
$6M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-132- 5.09% |
$10.4K - $11.7K
|
2.46K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-134- 4.95% |
$10.6K - $11.9K
|
2.57K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-142- 0.46% |
$11.2K - $12.6K
|
30.6K
$4.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-162- 3.02% |
$12.8K - $14.3K
|
5.2K
$749K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-168- 1.67% |
$13.3K - $14.9K
|
9.9K
$1.43M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-176- 2.47% |
$13.9K - $15.6K
|
6.94K
$1M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-197- 0.38% |
$15.5K - $17.4K
|
52.1K
$7.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-235- 4.87% |
$18.5K - $20.8K
|
4.59K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-240- 26.64% |
$18.9K - $21.2K
|
661
$95.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-270- 0.82% |
$21.3K - $23.9K
|
32.6K
$4.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-274- 4.89% |
$21.6K - $24.2K
|
5.33K
$768K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-274- 1.0% |
$21.6K - $24.2K
|
27.1K
$3.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-276- 13.02% |
$21.8K - $24.4K
|
1.84K
$266K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-284- 94.04% |
$22.4K - $25.1K
|
18
$2.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 13.51% |
$23.7K - $26.5K
|
1.92K
$277K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-328- 2.11% |
$25.9K - $29K
|
15.2K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-341- 9.34% |
$26.9K - $30.2K
|
3.31K
$477K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-350- 10.12% |
$27.6K - $31K
|
3.11K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-354- 5.67% |
$27.9K - $31.3K
|
5.89K
$849K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-356- 98.89% |
$28.1K - $31.5K
|
4
$577
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-383- 2.11% |
$30.2K - $33.9K
|
17.8K
$2.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-386- 29.51% |
$30.4K - $34.1K
|
922
$133K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-405- 4.96% |
$31.9K - $35.8K
|
7.76K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-415- 6.83% |
$32.7K - $36.7K
|
5.66K
$817K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-450- 8.91% |
$35.5K - $39.8K
|
4.6K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-485- 3.83% |
$38.3K - $42.9K
|
12.2K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-499- 15.83% |
$39.4K - $44.1K
|
2.65K
$383K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-517- 12.5% |
$40.8K - $45.7K
|
3.62K
$522K
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-530- 7.91% |
$41.8K - $46.9K
|
6.17K
$889K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-538- 1.1% |
$42.4K - $47.6K
|
48.2K
$6.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-547- 2.35% |
$43.1K - $48.4K
|
22.8K
$3.28M
|