Purchases and Sales Made in Q1 2022 in Ishares Morningstar U.S. Equit (ILCB)

ILCB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR U.S. EQUIT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
2.26M
+ 6086.68%
$130M - $151M
2.3M $190M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
114K
New
$6.59M - $7.62M
114K $9.45M
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
104K
+ 1748.08%
$6.01M - $6.95M
110K $9.1M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
50.8K
+ 15.26%
$2.93M - $3.39M
384K $31.8M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
25.5K
New
$1.47M - $1.7M
25.5K $2.11M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
23.9K
New
$1.38M - $1.59M
23.9K $1.98M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
9.05K
New
$522K - $604K
9.05K $749K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
7.2K
+ 5.92%
$415K - $480K
129K $10.6M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
3.96K
+ 8254.17%
$229K - $265K
4.01K $332K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.6K
+ 5.41%
$208K - $241K
70.2K $5.81M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
1.82K
+ 8.66%
$105K - $121K
22.8K $1.89M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.65K
+ 7.74%
$95.2K - $110K
23K $1.9M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.18K
+ 20.52%
$67.9K - $78.6K
6.91K $572K
Apr 20, 2022 Q1 2022
Harbor Investment Advisory, LLC

BUY
 -
1.02K
+ 49.61%
$59.1K - $68.4K
3.09K $256K
May 09, 2022 Q1 2022
Dentgroup LLC

BUY
 -
842
+ 5.49%
$48.6K - $56.2K
16.2K $1.34M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
702
+ 3.72%
$40.5K - $46.9K
19.6K $1.62M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
700
New
$40.4K - $46.7K
700 $57.9K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
570
+ 4.89%
$32.9K - $38.1K
12.2K $1.01M
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
520
+ 80.75%
$30K - $34.7K
1.16K $96.3K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
400
New
$23.1K - $26.7K
400 $33.1K
May 04, 2022 Q1 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
315
New
$18.2K - $21K
315 $26.1K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
276
+ 0.48%
$15.9K - $18.4K
58K $4.8M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
180
New
$10.4K - $12K
180 $14.9K
May 05, 2022 Q1 2022
Signature Securities Group Corporation

BUY
 -
169
+ 1.38%
$9.75K - $11.3K
12.4K $1.03M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
163
New
$9.41K - $10.9K
163 $13.5K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
102
+ 300.0%
$5.89K - $6.81K
136 $11.3K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
78
+ 0.08%
$4.5K - $5.21K
93.7K $7.75M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
31
+ 0.26%
$1.79K - $2.07K
12.1K $998K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
29
+ 6.64%
$1.67K - $1.94K
466 $38.6K
May 16, 2022 Q1 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
20
+ 0.27%
$1.15K - $1.34K
7.5K $621K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
15
+ 0.31%
$866 - $1K
4.82K $399K
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
12
+ 0.31%
$693 - $801
3.89K $322K
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
11
+ 0.13%
$635 - $734
8.54K $707K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
11
+ 0.24%
$635 - $734
4.55K $377K
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
11
+ 0.3%
$635 - $734
3.66K $303K
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

BUY
 -
10
+ 0.3%
$577 - $668
3.35K $277K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
10
+ 0.31%
$577 - $668
3.2K $265K
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
7
+ 0.09%
$404 - $467
7.5K $621K
Apr 25, 2022 Q1 2022
Tsfg, LLC

BUY
 -
3
+ 0.28%
$173 - $200
1.07K $88.9K
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

BUY
 -
3
+ 0.35%
$173 - $200
868 $71.8K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
1
+ 0.01%
$57.7 - $66.8
6.9K $571K
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.39%
$57.7 - $66.8
260 $21.5K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1
+ 0.02%
$57.7 - $66.8
5.71K $472K
Apr 14, 2022 Q1 2022
Boenning & Scattergood, Inc.

SELL
 -
-8
- 0.08%
$462 - $534
10.3K $856K
Apr 29, 2022 Q1 2022
Morris Financial Concepts, Inc.

SELL
 -
-50
- 3.23%
$2.89K - $3.34K
1.5K $124K
Apr 25, 2022 Q1 2022
Opus Capital Group, LLC

SELL
 -
-82
- 1.33%
$4.73K - $5.47K
6.09K $504K
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-102
- 75.0%
$5.89K - $6.81K
34 $2.81K
Apr 14, 2022 Q1 2022
Benchmark Wealth Management, LLC

SELL
 -
-104
- 0.11%
$6K - $6.94K
90.5K $7.49M
May 06, 2022 Q1 2022
Cadent Capital Advisors, LLC

SELL
 -
-105
- 1.42%
$6.06K - $7.01K
7.29K $603K

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