Purchases and Sales Made in Q2 2022 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-208- 3.41% |
$10.5K - $13.2K
|
5.88K
$492K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-240- 36.75% |
$12.1K - $15.2K
|
413
$34.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-244- 2.86% |
$12.3K - $15.5K
|
8.3K
$694K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-308Closed |
$15.5K - $19.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-315Closed |
$15.9K - $20K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-341- 4.11% |
$17.2K - $21.7K
|
7.95K
$665K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400Closed |
$20.1K - $25.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-517- 3.19% |
$26K - $32.8K
|
15.7K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-560- 6.25% |
$28.2K - $35.6K
|
8.39K
$702K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-784- 13.6% |
$39.5K - $49.8K
|
4.98K
$416K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-800- 7.94% |
$40.3K - $50.8K
|
9.28K
$776K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-840Closed |
$42.3K - $53.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-863- 0.52% |
$43.4K - $54.8K
|
167K
$13.9M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-955- 1.71% |
$48.1K - $60.6K
|
54.8K
$4.58M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.12K- 9.01% |
$56.5K - $71.2K
|
11.3K
$947K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 1.08% |
$62.1K - $78.4K
|
113K
$9.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 1.08% |
$62.1K - $78.4K
|
113K
$9.44M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.29K- 2.22% |
$64.8K - $81.8K
|
56.7K
$4.74M
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.33K- 3.6% |
$67K - $84.6K
|
35.7K
$2.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.36K- 22.3% |
$68.6K - $86.6K
|
4.75K
$397K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.57K- 4.36% |
$79.1K - $99.8K
|
34.5K
$2.88M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.87K- 5.12% |
$94.1K - $119K
|
34.7K
$2.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.2KClosed |
$161K - $203K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.21KClosed |
$161K - $204K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.34KClosed |
$168K - $212K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.35KClosed |
$168K - $212K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.52KClosed |
$177K - $223K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.53KClosed |
$178K - $224K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.55KClosed |
$179K - $226K
|
0
$0
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.58KClosed |
$180K - $227K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.66KClosed |
$184K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.98K- 16.68% |
$200K - $253K
|
19.9K
$1.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.99K- 3.17% |
$201K - $253K
|
122K
$10.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.01KClosed |
$202K - $255K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.56K- 3.21% |
$280K - $353K
|
168K
$14M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.63K- 28.72% |
$283K - $357K
|
14K
$1.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6.2K- 9.25% |
$312K - $394K
|
60.8K
$5.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-7.29KClosed |
$367K - $463K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.69K- 9.28% |
$437K - $552K
|
85K
$7.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.05KClosed |
$455K - $574K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.7K- 24.16% |
$688K - $868K
|
42.9K
$3.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.8K- 2.39% |
$797K - $1.01M
|
646K
$54M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.8K- 7.75% |
$894K - $1.13M
|
211K
$17.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-22.8K- 99.94% |
$1.15M - $1.45M
|
14
$1.17K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.2K- 18.14% |
$1.52M - $1.91M
|
136K
$11.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31K- 5.43% |
$1.56M - $1.97M
|
540K
$45.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.9K- 81.02% |
$1.81M - $2.28M
|
8.42K
$704K
|