Purchases and Sales Made in Q1 2024 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q1 2024. 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 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.7K+ 6.51% |
$1.73M - $1.94M
|
438K
$36.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.7K+ 6.51% |
$1.73M - $1.94M
|
438K
$36.5M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4K+ 171.66% |
$1.06M - $1.19M
|
26K
$2.17M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 43.85% |
$1.02M - $1.15M
|
52K
$4.34M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
13.1KNew |
$848K - $953K
|
13.1K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.3K+ 10.34% |
$665K - $747K
|
110K
$9.18M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.52K+ 125.29% |
$485K - $545K
|
13.5K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7KNew |
$452K - $507K
|
7K
$584K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.74KNew |
$370K - $416K
|
5.74K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.69KNew |
$367K - $412K
|
5.69K
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.4KNew |
$349K - $392K
|
5.4K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.12K+ 93.31% |
$266K - $298K
|
8.53K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.3K+ 13.76% |
$213K - $239K
|
27.3K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03K+ 52.7% |
$195K - $219K
|
8.77K
$732K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.01KNew |
$194K - $218K
|
3.01K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.97K+ 2.65% |
$192K - $215K
|
115K
$9.62M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94KNew |
$190K - $213K
|
2.94K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$181K - $203K
|
2.8K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.74KNew |
$112K - $126K
|
1.74K
$145K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 23.51% |
$110K - $123K
|
8.93K
$745K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.48KNew |
$95.5K - $107K
|
1.48K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.37K+ 36.19% |
$88.7K - $99.6K
|
5.17K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 688.65% |
$82.2K - $92.3K
|
1.46K
$122K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.16KNew |
$75K - $84.2K
|
1.16K
$97K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.81% |
$69K - $77.5K
|
39.1K
$3.26M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
936+ 6.4% |
$60.4K - $67.8K
|
15.6K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
892New |
$57.6K - $64.6K
|
892
$74.4K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
806+ 17.58% |
$52K - $58.4K
|
5.39K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
800+ 24.36% |
$51.6K - $58K
|
4.08K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
711New |
$45.9K - $51.5K
|
711
$59.3K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
559+ 5.41% |
$36.1K - $40.5K
|
10.9K
$909K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
429+ 67.03% |
$27.7K - $31.1K
|
1.07K
$89.2K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
344+ 0.97% |
$22.2K - $24.9K
|
35.8K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
235+ 1.54% |
$15.2K - $17K
|
15.5K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
221+ 2.88% |
$14.3K - $16K
|
7.88K
$658K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
156New |
$10.1K - $11.3K
|
156
$13K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
144+ 1.89% |
$9.29K - $10.4K
|
7.78K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
120+ 1.72% |
$7.74K - $8.7K
|
7.08K
$591K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
45+ 0.29% |
$2.9K - $3.26K
|
15.5K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.25% |
$1.23K - $1.38K
|
7.71K
$644K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.26% |
$1.1K - $1.23K
|
6.52K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
15+ 0.09% |
$968 - $1.09K
|
16.1K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13+ 0.2% |
$839 - $942
|
6.6K
$551K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11+ 0.2% |
$710 - $797
|
5.64K
$470K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.19% |
$516 - $580
|
4.14K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7+ 0.11% |
$452 - $507
|
6.25K
$522K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.23% |
$452 - $507
|
3.11K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$258 - $290
|
6.52K
$544K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.11% |
$258 - $290
|
3.49K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.07% |
$194 - $217
|
4.51K
$376K
|