Purchases and Sales Made in Q1 2024 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.76K- 12.52% |
$565K - $634K
|
61.2K
$4.98M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.75K- 5.9% |
$629K - $706K
|
156K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 5.46% |
$690K - $775K
|
185K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.6K- 10.55% |
$878K - $986K
|
115K
$9.38M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.9K- 2.97% |
$898K - $1.01M
|
455K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.9K- 41.53% |
$1.03M - $1.15M
|
22.4K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.5K- 54.59% |
$1.39M - $1.56M
|
17.9K
$1.46M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.7K- 7.54% |
$2.3M - $2.58M
|
438K
$35.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45K- 8.96% |
$2.9M - $3.26M
|
457K
$37.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-46K- 97.84% |
$2.97M - $3.33M
|
1.01K
$82.5K
|