Purchases and Sales Made in Q2 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 Q2 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
Aug 12, 2022 Q2 2022
Wealthquest Corp

Cincinnati, OH
BUY
 -
240K
New
$12.1M - $15.3M
240K $20M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
40.3K
New
$2.03M - $2.56M
40.3K $3.36M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
32.4K
+ 91.3%
$1.63M - $2.06M
67.9K $5.65M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
30.9K
+ 8.05%
$1.56M - $1.96M
415K $34.6M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
30.9K
+ 8.05%
$1.56M - $1.96M
415K $34.6M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
11K
+ 158.48%
$551K - $696K
17.9K $1.49M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
8.85K
+ 311.91%
$445K - $562K
11.7K $974K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
7.45K
+ 10.61%
$375K - $473K
77.7K $6.47M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
5.6K
+ 4.35%
$282K - $356K
134K $11.2M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.6K
+ 3.09%
$181K - $229K
120K $10M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.01K
+ 3.41%
$101K - $128K
61K $5.08M
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
1.08K
New
$54.3K - $68.6K
1.08K $90K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
1.06K
New
$53.3K - $67.2K
1.06K $88.2K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
748
+ 10.89%
$37.6K - $47.5K
7.62K $635K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
709
+ 6.82%
$35.7K - $45K
11.1K $925K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
537
+ 4.39%
$27K - $34.1K
12.8K $1.06M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
491
+ 2.14%
$24.7K - $31.2K
23.5K $1.96M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
429
+ 1.42%
$21.6K - $27.2K
30.7K $2.56M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
163
New
$8.2K - $10.3K
163 $13.6K
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
53
+ 11.37%
$2.67K - $3.36K
519 $43.2K
Jul 12, 2022 Q2 2022
Dentgroup LLC

BUY
 -
46
+ 0.28%
$2.31K - $2.92K
16.2K $1.35M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
30
+ 0.25%
$1.51K - $1.9K
12.1K $1.01M
Aug 15, 2022 Q2 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
20
+ 0.27%
$1.01K - $1.27K
7.52K $627K
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
16
+ 0.31%
$805 - $1.02K
5.11K $426K
Jul 13, 2022 Q2 2022
Boenning & Scattergood, Inc.

BUY
 -
16
+ 0.15%
$805 - $1.02K
10.4K $863K
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
13
+ 0.29%
$654 - $825
4.57K $381K
Aug 12, 2022 Q2 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
12
+ 0.12%
$604 - $762
10.1K $842K
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
11
+ 0.28%
$554 - $698
3.9K $325K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10
+ 0.09%
$503 - $635
11.8K $980K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8
+ 0.11%
$403 - $508
7.21K $601K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
7
+ 0.22%
$352 - $444
3.25K $270K
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
7
+ 0.09%
$352 - $444
7.51K $626K
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

BUY
 -
4
+ 0.05%
$201 - $254
7.86K $655K
Jul 13, 2022 Q2 2022
Tsfg, LLC

BUY
 -
4
+ 0.37%
$201 - $254
1.08K $89.8K
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

BUY
 -
3
+ 0.05%
$151 - $190
6.49K $541K
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

BUY
 -
3
+ 0.35%
$151 - $190
871 $72.6K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3
+ 0.07%
$151 - $190
4.48K $373K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2
+ 0.01%
$101 - $127
20.4K $1.7M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2
+ 0.04%
$101 - $127
5.71K $476K
Jan 09, 2024 Q2 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.38%
$50.3 - $63.5
261 $21.7K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1
- 0.02%
$50.3 - $63.5
4.6K $383K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-46
- 3.62%
$2.31K - $2.92K
1.22K $102K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-91
- 0.52%
$4.58K - $5.78K
17.3K $1.44M
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

SELL
 -
-124
- 1.61%
$6.24K - $7.87K
7.56K $630K
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-142
- 3.34%
$7.15K - $9.02K
4.11K $342K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

SELL
 -
-152
Closed
$7.65K - $9.65K
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-163
Closed
$8.2K - $10.3K
0 $0
Jul 11, 2022 Q2 2022
Benchmark Wealth Management, LLC

SELL
 -
-184
- 0.2%
$9.26K - $11.7K
90.3K $7.53M
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-195
- 0.77%
$9.81K - $12.4K
25.3K $2.11M

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