Purchases and Sales Made in Q4 2022 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
103KNew |
$5.09M - $5.8M
|
103K
$8.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.2KNew |
$2.22M - $2.53M
|
45.2K
$3.78M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
19.3KNew |
$951K - $1.08M
|
19.3K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 24.26% |
$736K - $839K
|
76.6K
$6.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$679K - $774K
|
13.8K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.8KNew |
$533K - $607K
|
10.8K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 7.8% |
$525K - $599K
|
147K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
7KNew |
$345K - $393K
|
7K
$585K
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.53KNew |
$272K - $311K
|
5.53K
$463K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.47KNew |
$270K - $307K
|
5.47K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.96KNew |
$244K - $278K
|
4.96K
$415K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.58K+ 280.93% |
$226K - $257K
|
6.21K
$520K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56KNew |
$225K - $256K
|
4.56K
$381K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.49K+ 3.76% |
$221K - $252K
|
124K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.06KNew |
$200K - $228K
|
4.06K
$339K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.94KNew |
$194K - $221K
|
3.94K
$329K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.21K+ 9.32% |
$158K - $180K
|
37.7K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.17K+ 27.64% |
$107K - $122K
|
10K
$839K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.68K+ 11992.86% |
$82.7K - $94.3K
|
1.69K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 29.52% |
$66.7K - $76K
|
5.94K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18KNew |
$58.1K - $66.2K
|
1.18K
$98.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.08KNew |
$53.2K - $60.6K
|
1.08K
$90.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
982+ 0.23% |
$48.4K - $55.1K
|
420K
$35.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
939+ 4.33% |
$46.2K - $52.7K
|
22.6K
$1.89M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
848+ 4.77% |
$41.8K - $47.6K
|
18.6K
$1.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
808+ 1.16% |
$39.8K - $45.4K
|
70.3K
$5.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
744New |
$36.6K - $41.8K
|
744
$62.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
600+ 12.63% |
$29.5K - $33.7K
|
5.35K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
520New |
$25.6K - $29.2K
|
520
$43.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
508New |
$25K - $28.5K
|
508
$42.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
505+ 5.16% |
$24.9K - $28.4K
|
10.3K
$860K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
489+ 1.67% |
$24.1K - $27.5K
|
29.7K
$2.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
487+ 3.87% |
$24K - $27.3K
|
13.1K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
470New |
$23.1K - $26.4K
|
470
$39.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
440+ 0.81% |
$21.7K - $24.7K
|
54.4K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
360+ 12.31% |
$17.7K - $20.2K
|
3.28K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
307+ 153.5% |
$15.1K - $17.2K
|
507
$42.4K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
300+ 3.41% |
$14.8K - $16.8K
|
9.11K
$762K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
283+ 4.1% |
$13.9K - $15.9K
|
7.18K
$601K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
167+ 1.37% |
$8.22K - $9.38K
|
12.3K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
127+ 1.76% |
$6.25K - $7.13K
|
7.35K
$615K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
92New |
$4.53K - $5.16K
|
92
$7.69K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
84+ 1.01% |
$4.14K - $4.72K
|
8.38K
$701K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
67+ 0.89% |
$3.3K - $3.76K
|
7.59K
$635K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50+ 0.04% |
$2.46K - $2.81K
|
112K
$9.33M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
47+ 0.35% |
$2.31K - $2.64K
|
13.4K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
25+ 0.25% |
$1.23K - $1.4K
|
10.1K
$848K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 0.36% |
$542 - $618
|
3.07K
$257K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.22% |
$492 - $561
|
4.49K
$376K
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7+ 0.09% |
$345 - $393
|
7.96K
$666K
|