Purchases and Sales Made in Q3 2022 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
62K+ 825.98% |
$3.06M - $3.69M
|
69.5K
$5.82M
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12.3KNew |
$606K - $729K
|
12.3K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8.31K+ 7.33% |
$410K - $494K
|
122K
$10.2M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6KNew |
$296K - $357K
|
6K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.77K+ 24.6% |
$285K - $343K
|
29.2K
$2.45M
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.81K+ 27.3% |
$188K - $227K
|
17.8K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.69K+ 0.89% |
$182K - $220K
|
419K
$35M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.54K+ 1.89% |
$125K - $151K
|
137K
$11.4M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.46K+ 32.27% |
$121K - $146K
|
10.1K
$842K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 9.02% |
$88.7K - $107K
|
21.7K
$1.81M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.52KNew |
$75.3K - $90.6K
|
1.52K
$127K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.36K+ 11.97% |
$67K - $80.7K
|
12.7K
$1.06M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.25K+ 10.37% |
$61.9K - $74.6K
|
13.3K
$1.12M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19KNew |
$58.5K - $70.5K
|
1.19K
$99.1K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.16K+ 22.62% |
$57.1K - $68.8K
|
6.27K
$524K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1.05K+ 9.47% |
$51.9K - $62.5K
|
12.2K
$1.02M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 8.66% |
$50.3K - $60.6K
|
12.8K
$1.07M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
840New |
$41.5K - $50K
|
840
$70.2K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
783+ 8.44% |
$38.7K - $46.6K
|
10.1K
$841K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
584New |
$28.8K - $34.7K
|
584
$48.8K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
422+ 0.07% |
$20.8K - $25.1K
|
646K
$54.1M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
240+ 0.18% |
$11.9K - $14.3K
|
136K
$11.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200New |
$9.88K - $11.9K
|
200
$16.7K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.94K - $5.95K
|
100
$8.36K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
87+ 1.75% |
$4.3K - $5.17K
|
5.07K
$424K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
78+ 0.48% |
$3.85K - $4.64K
|
16.3K
$1.36M
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
42+ 13.82% |
$2.07K - $2.5K
|
346
$28.9K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
29+ 0.28% |
$1.43K - $1.72K
|
10.4K
$869K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19+ 0.42% |
$938 - $1.13K
|
4.59K
$383K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
15+ 0.15% |
$741 - $892
|
10.1K
$846K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14+ 0.19% |
$691 - $833
|
7.23K
$604K
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7+ 0.09% |
$346 - $416
|
7.96K
$665K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$296 - $357
|
6.5K
$543K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.46% |
$247 - $297
|
1.08K
$90.6K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.07% |
$198 - $238
|
5.71K
$478K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$198 - $238
|
875
$73.2K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.19% |
$98.8 - $119
|
1.04K
$86.6K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.38% |
$49.4 - $59.5
|
262
$21.9K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$49.4 - $59.5
|
7.56K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-36- 0.18% |
$1.78K - $2.14K
|
20.4K
$1.71M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-109- 0.69% |
$5.38K - $6.48K
|
15.6K
$1.3M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-173- 1.35% |
$8.54K - $10.3K
|
12.6K
$1.05M
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-183- 3.11% |
$9.04K - $10.9K
|
5.7K
$477K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-189- 5.82% |
$9.33K - $11.2K
|
3.06K
$256K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-197- 0.46% |
$9.73K - $11.7K
|
42.7K
$3.57M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-209- 1.21% |
$10.3K - $12.4K
|
17.1K
$1.43M
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-271- 0.76% |
$13.4K - $16.1K
|
35.4K
$2.96M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-319- 61.46% |
$15.8K - $19K
|
200
$16.7K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 1.97% |
$19.8K - $23.8K
|
19.9K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-414- 0.25% |
$20.4K - $24.6K
|
166K
$13.9M
|