Purchases and Sales Made in Q4 2023 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
151KNew |
$8.56M - $9.98M
|
151K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.6K+ 94.55% |
$3.09M - $3.6M
|
112K
$9.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
45.6K+ 3134.32% |
$2.58M - $3.01M
|
47K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.5K+ 6.71% |
$1.67M - $1.95M
|
469K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2K+ 115.54% |
$1.2M - $1.4M
|
39.5K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$877K - $1.02M
|
15.5K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3KNew |
$864K - $1.01M
|
15.3K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 8.59% |
$740K - $862K
|
165K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$700K - $815K
|
12.4K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.14K+ 6.34% |
$517K - $603K
|
153K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.03K+ 2.25% |
$511K - $596K
|
411K
$34M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.51KNew |
$368K - $429K
|
6.51K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.35K+ 5.18% |
$359K - $419K
|
129K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6KNew |
$339K - $396K
|
6K
$496K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
5.86KNew |
$332K - $387K
|
5.86K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.71KNew |
$323K - $377K
|
5.71K
$473K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.64KNew |
$263K - $306K
|
4.64K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.59KNew |
$259K - $302K
|
4.59K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.09K+ 68.66% |
$232K - $270K
|
10.1K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.8KNew |
$215K - $250K
|
3.8K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.36KNew |
$190K - $222K
|
3.36K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
3.36KNew |
$190K - $221K
|
3.36K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$189K - $220K
|
3.34K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.21KNew |
$182K - $212K
|
3.21K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.19K+ 58.9% |
$181K - $211K
|
8.61K
$713K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.19KNew |
$180K - $210K
|
3.19K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.94K+ 8.33% |
$166K - $194K
|
38.3K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46K+ 5.27% |
$139K - $162K
|
49.1K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.39K+ 2.7% |
$135K - $158K
|
91.2K
$7.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.3KNew |
$73.6K - $85.7K
|
1.3K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18KNew |
$66.8K - $77.8K
|
1.18K
$97.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
787+ 0.8% |
$44.5K - $51.9K
|
99.7K
$8.25M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
726+ 36300.0% |
$41.1K - $47.9K
|
728
$60.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
695+ 13.76% |
$39.3K - $45.8K
|
5.75K
$476K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
686+ 4.47% |
$38.8K - $45.2K
|
16K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
660+ 1.9% |
$37.3K - $43.5K
|
35.4K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
608New |
$34.4K - $40.1K
|
608
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
434+ 6.07% |
$24.6K - $28.6K
|
7.58K
$628K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
330+ 9.67% |
$18.7K - $21.8K
|
3.74K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
287+ 2.86% |
$16.2K - $18.9K
|
10.3K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242New |
$13.7K - $16K
|
242
$20K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
238+ 258.7% |
$13.5K - $15.7K
|
330
$27.3K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
233+ 1.38% |
$13.2K - $15.4K
|
17.2K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
166+ 4.02% |
$9.39K - $10.9K
|
4.3K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124New |
$7.02K - $8.18K
|
124
$10.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
89+ 0.37% |
$5.04K - $5.87K
|
24K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
75+ 0.89% |
$4.24K - $4.95K
|
8.48K
$702K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
65+ 0.89% |
$3.68K - $4.29K
|
7.35K
$608K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 1.84% |
$3.57K - $4.16K
|
3.49K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
60+ 0.79% |
$3.4K - $3.96K
|
7.69K
$637K
|