Calton & Associates, Inc. Ishares Morningstar Growth ETF Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 30, 2020	SELL	N/A	-1,596 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	N/A	-962 Reduced 37.61%	1,596 $374,000
Q1 2020 Apr 30, 2020	BUY	N/A	1,538 Added 150.78%	2,558 $475,000
Q4 2019 Feb 03, 2020	SELL	N/A	-25 Reduced 2.39%	1,020 $214,000
Q3 2019 Nov 07, 2019	BUY	N/A	1,045 New	1,045 $200,000
Q2 2019 Jul 09, 2019	SELL	N/A	-2,416 Closed	0 $0
Q1 2019 Apr 25, 2019	BUY	N/A	506 Added 26.49%	2,416 $449,000
Q4 2018 Feb 11, 2019	BUY	N/A	99 Added 5.47%	1,910 $306,000
Q3 2018 Oct 24, 2018	SELL	N/A	-39 Reduced 2.11%	1,811 $340,000
Q2 2018 Aug 10, 2018	BUY	N/A	1,850 New	1,850 $345,000
Q1 2018 Apr 17, 2018	SELL	N/A	-663 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	663	663 $113,000

Others Institutions Holding ILCG

# of Institutions

266

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

About ISHARES MORNINGSTAR GROWTH ETF

Ticker ILCG

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