Purchases and Sales Made in Q4 2021 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 Q4 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
Jan 09, 2024 Q4 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.39%
$60.5 - $66.8
259 $21.7K
Feb 11, 2022 Q4 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.08%
$60.5 - $66.8
1.3K $108K
Jan 18, 2022 Q4 2021
Boenning & Scattergood, Inc.

SELL
 -
-34
- 0.33%
$2.06K - $2.27K
10.4K $866K
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-60
- 1.23%
$3.63K - $4.01K
4.84K $404K
Feb 14, 2022 Q4 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-60
- 0.99%
$3.63K - $4.01K
5.99K $501K
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-60
Closed
$3.63K - $4.01K
0 $0
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-64
- 0.41%
$3.87K - $4.28K
15.6K $1.3M
Feb 14, 2022 Q4 2021
Cornerstone Wealth Management, LLC

SELL
 -
-147
- 1.73%
$8.9K - $9.82K
8.35K $698K
Feb 14, 2022 Q4 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-155
- 2.11%
$9.38K - $10.4K
7.21K $603K
Mar 03, 2022 Q4 2021
Landaas & CO

Milwaukee, WI
SELL
 -
-176
- 2.08%
$10.7K - $11.8K
8.29K $693K
Feb 01, 2022 Q4 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-219
- 33.38%
$13.3K - $14.6K
437 $36.5K
Feb 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-278
- 1.29%
$16.8K - $18.6K
21.3K $1.78M
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-295
- 0.79%
$17.9K - $19.7K
37.2K $3.11M
Jan 24, 2022 Q4 2021
Brand Asset Management Group, Inc.

SELL
 -
-364
- 0.51%
$22K - $24.3K
71K $5.94M
Jan 12, 2022 Q4 2021
Private Capital Management LLC

SELL
 -
-388
- 11.01%
$23.5K - $25.9K
3.14K $262K
Feb 15, 2022 Q4 2021
Crestwood Advisors Group LLC

SELL
 -
-443
- 0.76%
$26.8K - $29.6K
57.9K $4.84M
Feb 11, 2022 Q4 2021
Scotia Capital Inc.

SELL
 -
-476
- 5.35%
$28.8K - $31.8K
8.43K $705K
Jan 27, 2022 Q4 2021
Rockland Trust CO

SELL
 -
-540
- 3.03%
$32.7K - $36.1K
17.3K $1.44M
Feb 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-882
- 4.04%
$53.4K - $58.9K
21K $1.75M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-947
- 4.9%
$57.3K - $63.3K
18.4K $1.54M
Feb 11, 2022 Q4 2021
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-1.05K
- 7.65%
$63.2K - $69.8K
12.6K $1.05M
Feb 03, 2022 Q4 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.08K
- 1.14%
$65.6K - $72.4K
93.6K $7.83M
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.11K
Closed
$67.3K - $74.3K
0 $0
Aug 30, 2024 Q4 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-1.21K
- 50.93%
$73.1K - $80.7K
1.16K $97.3K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-1.3K
Closed
$78.5K - $86.7K
0 $0
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-1.37K
- 16.6%
$83.1K - $91.7K
6.9K $577K
Feb 10, 2022 Q4 2021
Gen Wealth Group, Inc.

SELL
 -
-1.56K
- 30.77%
$94.5K - $104K
3.52K $294K
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-1.61K
Closed
$97.6K - $108K
0 $0
Jan 21, 2022 Q4 2021
Benchmark Wealth Management, LLC

SELL
 -
-1.75K
- 1.9%
$106K - $117K
90.6K $7.58M
Feb 10, 2022 Q4 2021
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.85K
- 0.95%
$112K - $123K
192K $16M
Jan 24, 2022 Q4 2021
Cadent Capital Advisors, LLC

SELL
 -
-1.87K
- 20.14%
$113K - $125K
7.4K $618K
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-2.27K
- 97.93%
$137K - $152K
48 $4.01K
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-2.7K
- 45.86%
$163K - $180K
3.19K $267K
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.74K
- 4.54%
$166K - $183K
57.6K $4.82M
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-3.14K
Closed
$190K - $210K
0 $0
Feb 14, 2022 Q4 2021
Assetmark, Inc

SELL
 -
-3.16K
- 13.08%
$191K - $211K
21K $1.76M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-3.17K
- 55.15%
$192K - $212K
2.58K $215K
Mar 02, 2022 Q4 2021
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-3.58K
Closed
$216K - $239K
0 $0
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-3.58K
- 38.4%
$216K - $239K
5.74K $480K
Jan 19, 2022 Q4 2021
West Coast Financial LLC

SELL
 -
-4.39K
- 9.6%
$266K - $293K
41.4K $3.46M
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-4.59K
- 12.94%
$278K - $307K
30.9K $2.58M
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-6.03K
Closed
$365K - $403K
0 $0
Feb 14, 2022 Q4 2021
Ubs Group Ag

SELL
 -
-10.3K
- 7.5%
$625K - $690K
127K $10.6M
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-16.2K
- 19.6%
$983K - $1.08M
66.6K $5.57M
Feb 14, 2022 Q4 2021
Goldman Sachs Group Inc

New York, NY
SELL
 -
-22.6K
- 54.18%
$1.37M - $1.51M
19.1K $1.6M
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-24.2K
- 28.65%
$1.46M - $1.62M
60.3K $5.04M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-29.3K
Closed
$1.77M - $1.96M
0 $0
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-38.5K
Closed
$2.33M - $2.57M
0 $0
Feb 08, 2022 Q4 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-41.9K
- 18.96%
$2.54M - $2.8M
179K $15M

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