Purchases and Sales Made in Q3 2024 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
40+ 0.35% |
$2.86K - $3.17K
|
11.4K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.19% |
$2.28K - $2.54K
|
17.2K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30+ 0.19% |
$2.14K - $2.38K
|
15.6K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.78K - $1.98K
|
25
$2.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
24+ 0.31% |
$1.71K - $1.9K
|
7.75K
$646K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
22+ 0.17% |
$1.57K - $1.74K
|
13.2K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.35% |
$1.36K - $1.51K
|
5.44K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14+ 0.3% |
$999 - $1.11K
|
4.72K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.35% |
$999 - $1.11K
|
4.04K
$336K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.3% |
$785 - $872
|
3.71K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.16% |
$571 - $634
|
4.91K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.26% |
$571 - $634
|
3.13K
$260K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7+ 0.18% |
$500 - $555
|
3.88K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.09% |
$286 - $317
|
4.52K
$376K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$214 - $238
|
902
$75.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$143 - $158
|
608
$50.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.01% |
$71.4 - $79.2
|
7.89K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.99% |
$71.4 - $79.2
|
102
$8.5K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.45% |
$71.4 - $79.2
|
224
$18.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$71.4 - $79.2
|
270
$22.5K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$71.4 - $79.2
|
2.69K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.05% |
$143 - $158
|
4.14K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 10.87% |
$714 - $792
|
82
$6.83K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-22- 0.15% |
$1.57K - $1.74K
|
14.4K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-33- 9.54% |
$2.36K - $2.61K
|
313
$26.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-51- 0.08% |
$3.64K - $4.04K
|
66.7K
$5.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-64- 5.98% |
$4.57K - $5.07K
|
1.01K
$83.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-67- 0.64% |
$4.78K - $5.31K
|
10.4K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 0.18% |
$5.64K - $6.26K
|
43.4K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-89- 0.37% |
$6.35K - $7.05K
|
23.7K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.9% |
$7.14K - $7.92K
|
5.16K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-102- 15.84% |
$7.28K - $8.08K
|
542
$45.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-107- 1.64% |
$7.64K - $8.48K
|
6.43K
$536K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-169- 14.54% |
$12.1K - $13.4K
|
993
$82.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-176- 0.27% |
$12.6K - $13.9K
|
65.7K
$5.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-179- 1.51% |
$12.8K - $14.2K
|
11.7K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-186- 4.16% |
$13.3K - $14.7K
|
4.29K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-194- 2.08% |
$13.8K - $15.4K
|
9.12K
$760K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-230- 1.94% |
$16.4K - $18.2K
|
11.6K
$969K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 5.71% |
$16.5K - $18.3K
|
3.82K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-250- 3.12% |
$17.8K - $19.8K
|
7.77K
$647K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-263- 3.45% |
$18.8K - $20.8K
|
7.37K
$614K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-277- 0.49% |
$19.8K - $21.9K
|
55.8K
$4.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-330- 5.63% |
$23.6K - $26.1K
|
5.53K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-400- 7.47% |
$28.6K - $31.7K
|
4.95K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-402- 17.11% |
$28.7K - $31.9K
|
1.95K
$162K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-460- 86.3% |
$32.8K - $36.4K
|
73
$6.08K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-461- 14.55% |
$32.9K - $36.5K
|
2.71K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-522- 6.16% |
$37.3K - $41.4K
|
7.95K
$662K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-630- 1.41% |
$45K - $49.9K
|
43.9K
$3.66M
|