Purchases and Sales Made in Q3 2022 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 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 $5.77M
Nov 09, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
12.3K
New
$606K - $729K
12.3K $1.02M
Nov 14, 2022 Q3 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
8.31K
+ 7.33%
$410K - $494K
122K $10.1M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
6K
New
$296K - $357K
6K $498K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
5.77K
+ 24.6%
$285K - $343K
29.2K $2.43M
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
3.81K
+ 27.3%
$188K - $227K
17.8K $1.48M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
3.69K
+ 0.89%
$182K - $220K
419K $34.7M
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 $836K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.8K
+ 9.02%
$88.7K - $107K
21.7K $1.8M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
1.36K
+ 11.97%
$67K - $80.7K
12.7K $1.05M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.25K
+ 10.37%
$61.9K - $74.6K
13.3K $1.11M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.19K
New
$58.5K - $70.5K
1.19K $98.3K
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.16K
+ 22.62%
$57.1K - $68.8K
6.27K $520K
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
1.05K
+ 9.47%
$51.9K - $62.5K
12.2K $1.01M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.02K
+ 8.66%
$50.3K - $60.6K
12.8K $1.06M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
840
New
$41.5K - $50K
840 $69.7K
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
783
+ 8.44%
$38.7K - $46.6K
10.1K $835K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
584
New
$28.8K - $34.7K
584 $48.4K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
422
+ 0.07%
$20.8K - $25.1K
646K $53.6M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
240
+ 0.18%
$11.9K - $14.3K
136K $11.3M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
200
New
$9.88K - $11.9K
200 $16.6K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
100
New
$4.94K - $5.95K
100 $8.3K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
87
+ 1.75%
$4.3K - $5.17K
5.07K $420K
Oct 12, 2022 Q3 2022
Dentgroup LLC

BUY
 -
78
+ 0.48%
$3.85K - $4.64K
16.3K $1.35M
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

BUY
 -
42
+ 13.82%
$2.07K - $2.5K
346 $28.7K
Oct 11, 2022 Q3 2022
Boenning & Scattergood, Inc.

BUY
 -
29
+ 0.28%
$1.43K - $1.72K
10.4K $862K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
19
+ 0.42%
$938 - $1.13K
4.59K $380K
Nov 08, 2022 Q3 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
15
+ 0.15%
$741 - $892
10.1K $839K
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
14
+ 0.19%
$691 - $833
7.23K $599K
Nov 14, 2022 Q3 2022
Landaas & CO

Milwaukee, WI
BUY
 -
7
+ 0.09%
$346 - $416
7.96K $660K
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
6
+ 0.09%
$296 - $357
6.5K $539K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
5
+ 0.46%
$247 - $297
1.08K $89.8K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4
+ 0.07%
$198 - $238
5.71K $474K
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

BUY
 -
4
+ 0.46%
$198 - $238
875 $72.6K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2
+ 0.19%
$98.8 - $119
1.04K $85.9K
Jan 09, 2024 Q3 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.38%
$49.4 - $59.5
262 $21.7K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
1
+ 0.01%
$49.4 - $59.5
7.56K $627K
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-36
- 0.18%
$1.78K - $2.14K
20.4K $1.69M
Oct 19, 2022 Q3 2022
Rockland Trust CO

SELL
 -
-109
- 0.69%
$5.38K - $6.48K
15.6K $1.29M
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 $473K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

SELL
 -
-189
- 5.82%
$9.33K - $11.2K
3.06K $254K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-197
- 0.46%
$9.73K - $11.7K
42.7K $3.55M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-209
- 1.21%
$10.3K - $12.4K
17.1K $1.42M
Oct 31, 2022 Q3 2022
West Coast Financial LLC

SELL
 -
-271
- 0.76%
$13.4K - $16.1K
35.4K $2.94M
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-319
- 61.46%
$15.8K - $19K
200 $16.6K
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-400
- 1.97%
$19.8K - $23.8K
19.9K $1.65M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

SELL
 -
-414
- 0.25%
$20.4K - $24.6K
166K $13.8M

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