Purchases and Sales Made in Q1 2023 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 2023. 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 08, 2023 Q1 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
35K
New
$1.83M - $2.01M
35K $2.92M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
16.6K
+ 21.68%
$866K - $955K
93.2K $7.77M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
15.4K
+ 111.96%
$805K - $887K
29.2K $2.43M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
15.1K
+ 13.73%
$790K - $871K
125K $10.5M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
11.8K
New
$618K - $681K
11.8K $987K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
7.01K
New
$366K - $403K
7.01K $584K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
5.26K
New
$274K - $302K
5.26K $438K
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
5.12K
+ 50.48%
$267K - $294K
15.3K $1.27M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.12K
New
$215K - $237K
4.12K $344K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
2.37K
+ 43.31%
$124K - $136K
7.85K $654K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.03K
+ 5.39%
$106K - $117K
39.7K $3.31M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
819
+ 15.12%
$42.7K - $47.1K
6.24K $520K
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
800
New
$41.7K - $46K
800 $66.7K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
597
+ 364.02%
$31.1K - $34.3K
761 $63.4K
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
492
+ 9.47%
$25.7K - $28.3K
5.69K $474K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
440
+ 3.29%
$23K - $25.3K
13.8K $1.15M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
410
+ 1.38%
$21.4K - $23.6K
30.1K $2.51M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
358
+ 6.69%
$18.7K - $20.6K
5.71K $476K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
337
+ 1.51%
$17.6K - $19.4K
22.6K $1.89M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
335
+ 1.49%
$17.5K - $19.3K
22.8K $1.9M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
241
+ 0.34%
$12.6K - $13.9K
70.6K $5.88M
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
220
New
$11.5K - $12.7K
220 $18.3K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
105
+ 0.09%
$5.48K - $6.04K
112K $9.31M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
57
+ 0.37%
$2.97K - $3.28K
15.6K $1.3M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
50
+ 10.64%
$2.61K - $2.88K
520 $43.3K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
40
+ 0.56%
$2.09K - $2.3K
7.22K $602K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
28
+ 0.39%
$1.46K - $1.61K
7.26K $605K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
25
+ 0.33%
$1.3K - $1.44K
7.61K $634K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
18
+ 0.14%
$939 - $1.04K
13.1K $1.09M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
15
+ 0.38%
$783 - $863
3.95K $329K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
14
+ 0.17%
$730 - $805
8.39K $699K
May 10, 2023 Q1 2023
Landaas & CO

Milwaukee, WI
BUY
 -
6
+ 0.08%
$313 - $345
7.97K $664K
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
5
+ 0.46%
$261 - $288
1.09K $91.1K
Apr 24, 2023 Q1 2023
Opus Capital Group, LLC

BUY
 -
5
+ 0.09%
$261 - $288
5.5K $458K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4
+ 0.09%
$209 - $230
4.5K $375K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
4
+ 0.46%
$209 - $230
883 $73.6K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
4
+ 0.06%
$209 - $230
6.51K $542K
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
2
+ 0.34%
$104 - $115
595 $49.6K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.1%
$52.2 - $57.5
1.04K $86.5K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.38%
$52.2 - $57.5
265 $22.1K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-68
- 1.36%
$3.55K - $3.91K
4.92K $410K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-73
- 12.5%
$3.81K - $4.2K
511 $42.6K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-76
- 0.25%
$3.96K - $4.37K
29.8K $2.49M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-100
- 2.17%
$5.22K - $5.75K
4.5K $375K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-142
- 0.74%
$7.41K - $8.17K
19.2K $1.6M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-158
- 31.16%
$8.24K - $9.09K
349 $29.1K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-167
- 14.35%
$8.71K - $9.6K
997 $83.1K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-172
- 1.02%
$8.97K - $9.89K
16.7K $1.39M
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

SELL
 -
-221
- 0.41%
$11.5K - $12.7K
54.2K $4.52M

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