Purchases and Sales Made in Q2 2024 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.7K+ 8.15% |
$2.44M - $2.69M
|
473K
$39.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.7K+ 8.15% |
$2.44M - $2.69M
|
473K
$39.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.4K+ 30.02% |
$1.26M - $1.39M
|
79.6K
$6.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8K+ 82.73% |
$1.02M - $1.12M
|
32.7K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.5KNew |
$926K - $1.02M
|
13.5K
$1.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.3KNew |
$777K - $856K
|
11.3K
$946K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.75KNew |
$599K - $660K
|
8.75K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.53K+ 121.81% |
$584K - $644K
|
15.5K
$1.3M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
7.63KNew |
$523K - $576K
|
7.63K
$637K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.39K+ 5.54% |
$437K - $482K
|
122K
$10.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.71K+ 21.92% |
$391K - $431K
|
31.7K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.96K+ 3.19% |
$340K - $374K
|
160K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 28.42% |
$302K - $333K
|
19.9K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.05KNew |
$277K - $306K
|
4.05K
$338K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.02KNew |
$276K - $304K
|
4.02K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.55K+ 126.3% |
$243K - $268K
|
6.36K
$531K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.69KNew |
$184K - $203K
|
2.69K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.21K+ 1565.96% |
$151K - $167K
|
2.35K
$196K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2K+ 20.22% |
$137K - $151K
|
11.9K
$990K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$126K - $139K
|
1.84K
$154K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.34KNew |
$91.8K - $101K
|
1.34K
$112K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.24K+ 3.17% |
$84.7K - $93.4K
|
40.3K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 8.23% |
$76.2K - $83.9K
|
14.6K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.08K+ 16.37% |
$74.1K - $81.6K
|
7.68K
$641K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$71.8K - $79.1K
|
1.05K
$87.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
933+ 4.08% |
$63.9K - $70.4K
|
23.8K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
773+ 52.98% |
$53K - $58.3K
|
2.23K
$186K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
685+ 2.51% |
$46.9K - $51.7K
|
28K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
644+ 11.95% |
$44.1K - $48.6K
|
6.04K
$504K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
563+ 2.16% |
$38.6K - $42.5K
|
26.6K
$2.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
516New |
$35.4K - $38.9K
|
516
$43.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 5.27% |
$27.4K - $30.2K
|
7.98K
$666K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
384+ 4.3% |
$26.3K - $29K
|
9.31K
$777K
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
290+ 0.81% |
$19.9K - $21.9K
|
36.1K
$3.01M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$12.9K - $14.2K
|
188
$15.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
165+ 0.25% |
$11.3K - $12.5K
|
65.8K
$5.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
147+ 1.35% |
$10.1K - $11.1K
|
11K
$921K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
124+ 0.47% |
$8.5K - $9.36K
|
26.3K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120+ 0.28% |
$8.22K - $9.06K
|
43.5K
$3.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
91+ 1.61% |
$6.23K - $6.87K
|
5.73K
$478K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
75+ 0.57% |
$5.14K - $5.66K
|
13.2K
$1.1M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
57+ 0.37% |
$3.91K - $4.3K
|
15.6K
$1.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
40+ 0.06% |
$2.74K - $3.02K
|
66.7K
$5.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.25% |
$1.3K - $1.43K
|
7.73K
$645K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.28% |
$1.03K - $1.13K
|
5.42K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.21% |
$959 - $1.06K
|
6.54K
$546K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9+ 0.24% |
$617 - $679
|
3.69K
$308K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$480 - $528
|
4.14K
$346K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.19% |
$411 - $453
|
3.12K
$260K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.11% |
$274 - $302
|
3.49K
$292K
|