Purchases and Sales Made in Q3 2021 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
325KNew |
$19.5M - $20.9M
|
325K
$27.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
194KNew |
$11.6M - $12.4M
|
194K
$16.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.8KNew |
$2.51M - $2.68M
|
41.8K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.9K+ 4.0% |
$1.38M - $1.47M
|
597K
$49.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
15.6KNew |
$938K - $1M
|
15.6K
$1.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 12.0% |
$797K - $851K
|
124K
$10.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.3K+ 82.83% |
$796K - $851K
|
29.3K
$2.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3K+ 47.03% |
$740K - $790K
|
38.5K
$3.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
10.9KNew |
$654K - $698K
|
10.9K
$907K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 30.99% |
$630K - $672K
|
44.3K
$3.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
9.19K+ 205.89% |
$552K - $589K
|
13.7K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$539K - $576K
|
8.98K
$749K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
6.76K+ 262.02% |
$406K - $433K
|
9.34K
$778K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
6.57K+ 37.35% |
$394K - $421K
|
24.1K
$2.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.89KNew |
$353K - $378K
|
5.89K
$491K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.63K+ 38.68% |
$338K - $361K
|
20.2K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.6KNew |
$216K - $231K
|
3.6K
$300K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.53KNew |
$212K - $226K
|
3.53K
$294K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.64K+ 2.23% |
$159K - $170K
|
121K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.16K+ 0.96% |
$130K - $139K
|
227K
$18.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.14K+ 3.68% |
$129K - $137K
|
60.3K
$5.03M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.08KNew |
$125K - $133K
|
2.08K
$173K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.79K+ 20.81% |
$107K - $115K
|
10.4K
$865K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5K+ 48.47% |
$90K - $96.2K
|
4.6K
$383K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 22.11% |
$89.9K - $96.1K
|
8.27K
$689K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.3KNew |
$77.9K - $83.2K
|
1.3K
$108K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 14.32% |
$69.6K - $74.4K
|
9.26K
$772K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
862New |
$51.7K - $55.3K
|
862
$71.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
506+ 2.4% |
$30.4K - $32.4K
|
21.6K
$1.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
316New |
$19K - $20.3K
|
316
$26.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
174+ 36.1% |
$10.4K - $11.2K
|
656
$54.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
160New |
$9.6K - $10.3K
|
160
$13.3K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
152New |
$9.12K - $9.75K
|
152
$12.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
125+ 1.36% |
$7.5K - $8.02K
|
9.31K
$776K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
124+ 0.22% |
$7.44K - $7.95K
|
56.7K
$4.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
96+ 1.09% |
$5.76K - $6.16K
|
8.9K
$742K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46+ 3.76% |
$2.76K - $2.95K
|
1.27K
$106K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.36% |
$1.02K - $1.09K
|
4.79K
$399K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14+ 0.36% |
$840 - $898
|
3.86K
$322K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
12+ 0.36% |
$720 - $769
|
3.32K
$277K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.27% |
$720 - $769
|
4.53K
$377K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
8+ 0.11% |
$480 - $513
|
7.49K
$624K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.17% |
$420 - $449
|
4.18K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5+ 0.06% |
$300 - $321
|
8.47K
$705K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$300 - $321
|
6.64K
$553K
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
5+ 0.08% |
$300 - $321
|
6.17K
$514K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.38% |
$240 - $256
|
1.07K
$88.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.06% |
$120 - $128
|
3.63K
$302K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.04% |
$120 - $128
|
5.7K
$475K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.39% |
$60 - $64.1
|
258
$21.5K
|