Purchases and Sales Made in Q1 2022 in Ishares Morningstar U.S. Equit (ILCB)
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-124- 2.69% |
$7.16K - $8.28K
|
4.48K
$374K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-125- 2.86% |
$7.22K - $8.35K
|
4.25K
$355K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-157- 2.36% |
$9.06K - $10.5K
|
6.49K
$541K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-199- 4.15% |
$11.5K - $13.3K
|
4.6K
$384K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-200Closed |
$11.5K - $13.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-224- 3.74% |
$12.9K - $15K
|
5.76K
$481K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-263- 20.28% |
$15.2K - $17.6K
|
1.03K
$86.3K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-280- 3.0% |
$16.2K - $18.7K
|
9.06K
$756K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-340- 4.72% |
$19.6K - $22.7K
|
6.87K
$573K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 1.93% |
$23.1K - $26.7K
|
20.3K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-538- 2.57% |
$31.1K - $35.9K
|
20.4K
$1.7M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-569- 6.75% |
$32.8K - $38K
|
7.86K
$656K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-605- 1.96% |
$34.9K - $40.4K
|
30.3K
$2.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-663- 7.94% |
$38.3K - $44.3K
|
7.69K
$641K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-908- 11.19% |
$52.4K - $60.6K
|
7.2K
$601K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-945- 22.59% |
$54.5K - $63.1K
|
3.24K
$270K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-983- 1.71% |
$56.7K - $65.6K
|
56.6K
$4.73M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 5.48% |
$58.2K - $67.3K
|
17.4K
$1.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.03K- 5.97% |
$59.5K - $68.8K
|
16.2K
$1.35M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.21K- 3.25% |
$69.8K - $80.7K
|
36K
$3.01M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.28K- 2.12% |
$73.8K - $85.4K
|
59K
$4.92M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.37K- 1.07% |
$78.8K - $91.2K
|
126K
$10.5M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.4K- 28.19% |
$81K - $93.7K
|
3.58K
$298K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.5K- 30.98% |
$86.5K - $100K
|
3.34K
$279K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 11.52% |
$88.3K - $102K
|
11.7K
$980K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 15.39% |
$92.5K - $107K
|
8.81K
$735K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.94KClosed |
$112K - $129K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.09K- 3.61% |
$120K - $139K
|
55.8K
$4.65M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.52K- 19.97% |
$145K - $168K
|
10.1K
$842K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-3.02KClosed |
$174K - $201K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-3.12KClosed |
$180K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.12KClosed |
$180K - $209K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-3.14KClosed |
$181K - $209K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.16KClosed |
$183K - $211K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.27K- 1.91% |
$189K - $218K
|
167K
$14M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4K- 5.63% |
$231K - $267K
|
67K
$5.6M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.1KClosed |
$237K - $274K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-4.33K- 10.47% |
$250K - $289K
|
37K
$3.09M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.43K- 11.1% |
$256K - $296K
|
35.5K
$2.96M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-5.16K- 33.19% |
$298K - $345K
|
10.4K
$868K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.41K- 51.51% |
$312K - $361K
|
5.1K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.91K- 3.3% |
$341K - $395K
|
173K
$14.5M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.68K- 2.83% |
$385K - $446K
|
229K
$19.1M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.19K- 5.8% |
$415K - $480K
|
117K
$9.74M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.6KClosed |
$1.25M - $1.44M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24.8KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.4K- 13.27% |
$1.47M - $1.7M
|
166K
$13.9M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28.3K- 4.09% |
$1.63M - $1.89M
|
662K
$55.2M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.9K- 7.45% |
$1.78M - $2.06M
|
384K
$32.1M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.1K- 7.62% |
$2.72M - $3.15M
|
571K
$47.7M
|