Purchases and Sales Made in Q1 2023 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-228- 55.21% |
$11.9K - $13.1K
|
185
$15K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-275- 2.98% |
$14.3K - $15.8K
|
8.96K
$729K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-337- 1.49% |
$17.6K - $19.4K
|
22.3K
$1.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-360- 6.06% |
$18.8K - $20.7K
|
5.58K
$454K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-364- 2.82% |
$19K - $20.9K
|
12.5K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-465- 10.2% |
$24.3K - $26.7K
|
4.1K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-532- 35.47% |
$27.8K - $30.6K
|
968
$78.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-650- 4.8% |
$33.9K - $37.4K
|
12.9K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-846- 2.95% |
$44.1K - $48.6K
|
27.8K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 5.02% |
$52.2K - $57.5K
|
18.9K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 1.98% |
$56.3K - $62.1K
|
53.5K
$4.35M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.13K- 4.82% |
$59K - $65K
|
22.3K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.13K- 9.19% |
$59.1K - $65.1K
|
11.2K
$910K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.2K- 9.71% |
$62.5K - $68.9K
|
11.1K
$906K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-1.26K- 3.84% |
$65.6K - $72.3K
|
31.5K
$2.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.86% |
$80.5K - $88.7K
|
81.5K
$6.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.64K- 2.7% |
$85.7K - $94.5K
|
59.1K
$4.81M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.67K- 98.58% |
$87.1K - $96K
|
24
$1.95K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 4.59% |
$97.2K - $107K
|
38.7K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 17.5% |
$97.3K - $107K
|
8.79K
$715K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.27K- 73.92% |
$118K - $130K
|
800
$65.1K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.35K- 22.84% |
$123K - $135K
|
7.94K
$646K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.42K- 32.9% |
$126K - $139K
|
4.93K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.61K- 24.09% |
$136K - $150K
|
8.21K
$668K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.19K- 2.08% |
$167K - $184K
|
150K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.2K- 5.92% |
$167K - $184K
|
50.9K
$4.14M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3.22K- 17.28% |
$168K - $185K
|
15.4K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.04K- 12.21% |
$211K - $232K
|
29K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.77K- 5.58% |
$301K - $332K
|
97.5K
$7.93M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.79K- 0.9% |
$302K - $333K
|
640K
$52.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.11K- 3.09% |
$319K - $351K
|
192K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.53K- 4.18% |
$341K - $375K
|
150K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.47K- 5.69% |
$390K - $429K
|
124K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.89K- 7.98% |
$516K - $569K
|
114K
$9.28M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.5K- 2.75% |
$602K - $664K
|
408K
$33.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 36.97% |
$671K - $739K
|
21.9K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.9K- 48.5% |
$1.14M - $1.26M
|
23.3K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.4K- 9.91% |
$2.58M - $2.84M
|
449K
$36.6M
|