Purchases and Sales Made in Q2 2023 in Ishares Morningstar U.S. Equit (ILCB)

ILCB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q2 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
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
52.3K
+ 217733.33%
$2.9M - $3.19M
52.3K $4.37M
Aug 11, 2023 Q2 2023
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
40.9K
New
$2.27M - $2.5M
40.9K $3.42M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
13.9K
+ 63.5%
$773K - $850K
35.8K $3M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
8.28K
+ 118.16%
$460K - $506K
15.3K $1.28M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
7.99K
New
$444K - $488K
7.99K $668K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.62K
+ 14.14%
$312K - $343K
45.3K $3.79M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.56K
New
$309K - $340K
5.56K $465K
Aug 14, 2023 Q2 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
5.26K
New
$292K - $321K
5.26K $440K
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
4.99K
New
$277K - $304K
4.99K $417K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.64K
+ 2.42%
$258K - $283K
196K $16.4M
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
3.92K
New
$218K - $239K
3.92K $328K
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
3.53K
New
$196K - $215K
3.53K $295K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
3.5K
New
$195K - $214K
3.5K $293K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.41K
New
$189K - $208K
3.41K $285K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.39K
New
$188K - $207K
3.39K $284K
Aug 07, 2023 Q2 2023
Lutz Financial Services LLC

BUY
 -
3.36K
New
$186K - $205K
3.36K $281K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.34K
New
$186K - $204K
3.34K $279K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
2.96K
+ 0.73%
$164K - $181K
411K $34.4M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
2.28K
+ 285.5%
$127K - $140K
3.08K $258K
Aug 09, 2023 Q2 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
1.69K
New
$94.1K - $103K
1.69K $142K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
1.33K
+ 8.61%
$73.7K - $81.1K
16.7K $1.4M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.3K
+ 371.06%
$72K - $79.1K
1.64K $137K
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
1.28K
+ 11.48%
$71.1K - $78.1K
12.4K $1.04M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.24K
+ 0.83%
$68.9K - $75.7K
151K $12.6M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.19K
New
$66.1K - $72.6K
1.19K $99.4K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
1.08K
New
$60K - $66K
1.08K $90.3K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
793
+ 3.5%
$44.1K - $48.4K
23.4K $1.96M
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
744
+ 15.08%
$41.3K - $45.4K
5.68K $475K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
685
+ 2.95%
$38.1K - $41.8K
23.9K $2M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
520
+ 0.74%
$28.9K - $31.8K
71.1K $5.95M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
400
+ 38.54%
$22.2K - $24.4K
1.44K $120K
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
391
New
$21.7K - $23.9K
391 $32.7K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
263
+ 2.94%
$14.6K - $16.1K
9.22K $771K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
247
+ 0.85%
$13.7K - $15.1K
29.5K $2.46M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
193
+ 1.47%
$10.7K - $11.8K
13.3K $1.11M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
132
+ 2.68%
$7.34K - $8.06K
5.05K $422K
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
67
+ 0.85%
$3.72K - $4.09K
7.91K $662K
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
42
+ 0.27%
$2.33K - $2.57K
15.7K $1.31M
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
21
+ 0.29%
$1.17K - $1.28K
7.28K $609K
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
19
+ 0.25%
$1.06K - $1.16K
7.63K $638K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
18
+ 0.25%
$1K - $1.1K
7.24K $605K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
18
+ 0.29%
$1K - $1.1K
6.26K $523K
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
16
+ 0.1%
$889 - $977
15.3K $1.28M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
11
+ 0.2%
$611 - $672
5.59K $468K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
11
+ 0.13%
$611 - $672
8.4K $703K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
8
+ 0.2%
$445 - $489
4.1K $343K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
4
+ 0.06%
$222 - $244
6.51K $544K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
3
+ 0.27%
$167 - $183
1.1K $91.6K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3
+ 0.07%
$167 - $183
4.5K $376K

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