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 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$246 - $281
|
6.5K
$529K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.46% |
$246 - $281
|
1.09K
$88.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$197 - $225
|
879
$71.5K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.76% |
$98.5 - $112
|
264
$21.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.17% |
$98.5 - $112
|
1.19K
$96.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.61% |
$49.2 - $56.1
|
164
$13.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.1% |
$49.2 - $56.1
|
1.04K
$84.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$49.2 - $56.1
|
2.58K
$210K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-45- 0.43% |
$2.22K - $2.53K
|
10.3K
$841K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-68- 0.11% |
$3.35K - $3.82K
|
60.8K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-80- 1.58% |
$3.94K - $4.49K
|
4.99K
$406K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-129- 1.28% |
$6.35K - $7.24K
|
9.93K
$808K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-135- 2.02% |
$6.65K - $7.58K
|
6.54K
$532K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-160- 2.44% |
$7.88K - $8.98K
|
6.4K
$521K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-206- 1.21% |
$10.1K - $11.6K
|
16.9K
$1.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-209- 3.67% |
$10.3K - $11.7K
|
5.49K
$447K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-341- 2.69% |
$16.8K - $19.1K
|
12.3K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-346- 1.19% |
$17K - $19.4K
|
28.6K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-393- 0.47% |
$19.4K - $22.1K
|
83.1K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-401- 0.06% |
$19.7K - $22.5K
|
646K
$52.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-466- 44.0% |
$22.9K - $26.2K
|
593
$48.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-734- 4.5% |
$36.1K - $41.2K
|
15.6K
$1.27M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-793- 3.38% |
$39K - $44.5K
|
22.6K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-840- 8.34% |
$41.4K - $47.2K
|
9.23K
$751K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-895- 30.92% |
$44.1K - $50.2K
|
2K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-899- 3.85% |
$44.3K - $50.5K
|
22.5K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-957- 1.74% |
$47.1K - $53.7K
|
54.1K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 3.07% |
$51.6K - $58.8K
|
33.1K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.09K- 5.35% |
$53.7K - $61.2K
|
19.3K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.05K- 13.14% |
$101K - $115K
|
13.5K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 16.59% |
$104K - $119K
|
10.7K
$867K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.14K- 5.01% |
$105K - $120K
|
40.6K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-2.69K- 7.58% |
$132K - $151K
|
32.8K
$2.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.06K- 1.52% |
$151K - $172K
|
198K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.18K- 2.0% |
$157K - $179K
|
156K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.24K- 5.6% |
$159K - $182K
|
54.6K
$4.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.39K- 10.18% |
$167K - $190K
|
29.9K
$2.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.13K- 4.44% |
$253K - $288K
|
110K
$8.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.16K- 3.78% |
$254K - $290K
|
131K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.8K- 14.29% |
$285K - $325K
|
34.8K
$2.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 7.82% |
$640K - $730K
|
153K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-24.8K- 65.81% |
$1.22M - $1.39M
|
12.9K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33.3K- 6.26% |
$1.64M - $1.87M
|
499K
$40.6M
|