Purchases and Sales Made in Q3 2021 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$60 - $64.1
|
1.3K
$108K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8- 0.13% |
$480 - $513
|
6.05K
$506K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13- 0.22% |
$780 - $834
|
6.03K
$504K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19- 0.43% |
$1.14K - $1.22K
|
4.36K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 5.09% |
$2.1K - $2.24K
|
653
$54.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-41- 0.74% |
$2.46K - $2.63K
|
5.52K
$462K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61- 0.52% |
$3.66K - $3.91K
|
11.6K
$970K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-65- 2.2% |
$3.9K - $4.17K
|
2.9K
$242K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-82- 0.96% |
$4.92K - $5.26K
|
8.5K
$710K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 33.33% |
$6K - $6.41K
|
200
$16.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-148- 0.67% |
$8.88K - $9.49K
|
21.8K
$1.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-259- 1.43% |
$15.5K - $16.6K
|
17.8K
$1.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-270- 1.38% |
$16.2K - $17.3K
|
19.3K
$1.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-288- 0.76% |
$17.3K - $18.5K
|
37.5K
$3.14M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-324- 8.36% |
$19.4K - $20.8K
|
3.55K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-330- 2.44% |
$19.8K - $21.2K
|
13.2K
$1.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-340- 85.0% |
$20.4K - $21.8K
|
60
$5.02K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-359- 5.88% |
$21.6K - $23K
|
5.74K
$480K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-440- 11.1% |
$26.4K - $28.2K
|
3.53K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-488- 0.35% |
$29.3K - $31.3K
|
138K
$11.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-515- 0.88% |
$30.9K - $33K
|
58.3K
$4.88M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-746- 9.2% |
$44.8K - $47.8K
|
7.36K
$616K
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-906- 0.97% |
$54.4K - $58.1K
|
92.3K
$7.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1K- 10.07% |
$60.2K - $64.3K
|
8.95K
$749K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.07K- 14.91% |
$64.4K - $68.7K
|
6.12K
$511K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18K- 19.35% |
$70.5K - $75.3K
|
4.9K
$409K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.21K- 19.18% |
$72.3K - $77.3K
|
5.08K
$425K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 1.31% |
$75.5K - $80.7K
|
94.7K
$7.92M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.55K- 2.12% |
$92.9K - $99.2K
|
71.4K
$5.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.19K- 2.53% |
$131K - $140K
|
84.5K
$7.07M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
SELL
|
- |
-3.24K- 6.6% |
$194K - $207K
|
45.8K
$3.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.92KClosed |
$236K - $252K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.57KClosed |
$275K - $293K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-4.75KClosed |
$285K - $305K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-5.38KClosed |
$323K - $345K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.63K- 13.7% |
$338K - $361K
|
35.5K
$2.97M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.1K- 4.4% |
$666K - $711K
|
241K
$20.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.1K- 6.39% |
$906K - $968K
|
221K
$18.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.5K- 57.51% |
$1.29M - $1.38M
|
15.9K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.7K- 3.42% |
$1.6M - $1.71M
|
755K
$63.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.6K- 24.98% |
$1.66M - $1.77M
|
82.9K
$6.93M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-38.3KClosed |
$2.3M - $2.45M
|
0
$0
|