Purchases and Sales Made in Q4 2021 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37.1KNew |
$2.25M - $2.48M
|
37.1K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24K+ 150.79% |
$1.45M - $1.6M
|
39.9K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$1.31M - $1.44M
|
21.6K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.2K+ 3.55% |
$1.28M - $1.42M
|
618K
$51.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.7KNew |
$1.26M - $1.39M
|
20.7K
$1.72M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
18.9KNew |
$1.14M - $1.26M
|
18.9K
$1.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
15.3KNew |
$928K - $1.02M
|
15.3K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12KNew |
$728K - $804K
|
12K
$995K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.21K+ 4.06% |
$557K - $615K
|
236K
$19.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.11KNew |
$491K - $542K
|
8.11K
$671K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.79K+ 2.39% |
$471K - $520K
|
333K
$27.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7.23KNew |
$438K - $483K
|
7.23K
$599K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5.95KNew |
$360K - $398K
|
5.95K
$493K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.98KNew |
$301K - $333K
|
4.98K
$412K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.65K+ 23.05% |
$282K - $311K
|
24.8K
$2.06M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$257K - $284K
|
4.25K
$352K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.21KNew |
$194K - $214K
|
3.21K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.16KNew |
$191K - $211K
|
3.16K
$262K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.12KNew |
$189K - $209K
|
3.12K
$259K
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.12KNew |
$189K - $208K
|
3.12K
$258K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
3.02KNew |
$182K - $201K
|
3.02K
$250K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.92KNew |
$177K - $195K
|
2.92K
$242K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.08KNew |
$126K - $139K
|
2.08K
$172K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.55KNew |
$93.8K - $104K
|
1.55K
$128K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 15.87% |
$86.3K - $95.3K
|
10.4K
$862K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.39K+ 12.76% |
$84.1K - $92.8K
|
12.3K
$1.02M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.27KNew |
$76.7K - $84.7K
|
1.27K
$105K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 20.93% |
$70K - $77.2K
|
6.68K
$553K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05K+ 1.85% |
$63.4K - $70K
|
57.7K
$4.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
500+ 13.89% |
$30.3K - $33.4K
|
4.1K
$339K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
256+ 4.06% |
$15.5K - $17.1K
|
6.56K
$543K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
230+ 0.19% |
$13.9K - $15.4K
|
121K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
69+ 0.52% |
$4.18K - $4.61K
|
13.3K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
62+ 0.73% |
$3.75K - $4.14K
|
8.53K
$706K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57+ 0.49% |
$3.45K - $3.81K
|
11.7K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.63% |
$2.84K - $3.14K
|
7.48K
$619K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
25+ 0.69% |
$1.51K - $1.67K
|
3.65K
$302K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19+ 0.44% |
$1.15K - $1.27K
|
4.38K
$362K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.35% |
$1.03K - $1.14K
|
4.81K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14+ 0.36% |
$847 - $935
|
3.88K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13+ 0.29% |
$787 - $869
|
4.54K
$376K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
12+ 0.36% |
$726 - $802
|
3.34K
$276K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.22% |
$545 - $601
|
4.18K
$346K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
8+ 0.11% |
$484 - $534
|
7.5K
$620K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.17% |
$484 - $534
|
4.6K
$381K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$242 - $267
|
6.65K
$550K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.37% |
$242 - $267
|
1.07K
$88.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.06% |
$242 - $267
|
6.17K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$182 - $200
|
865
$71.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.05% |
$182 - $200
|
5.71K
$472K
|