Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024 Q4 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
51
+ 0.33%
$2.89K - $3.36K
15.3K $1.28M
Jan 31, 2024 Q4 2023
Windham Capital Management, LLC

BUY
 -
51
+ 0.9%
$2.89K - $3.36K
5.74K $480K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
37
+ 0.56%
$2.09K - $2.44K
6.59K $551K
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
34
+ 0.61%
$1.92K - $2.24K
5.63K $470K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
24
+ 0.58%
$1.36K - $1.58K
4.13K $345K
Feb 12, 2024 Q4 2023
Landaas & CO

Milwaukee, WI
BUY
 -
22
+ 0.35%
$1.24K - $1.45K
6.25K $522K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
21
+ 0.68%
$1.19K - $1.39K
3.1K $260K
Jan 18, 2024 Q4 2023
Good Life Advisors, LLC

BUY
 -
10
+ 0.15%
$566 - $660
6.52K $545K
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
10
+ 0.91%
$566 - $660
1.11K $92.5K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
9
+ 0.2%
$509 - $594
4.51K $377K
Jan 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
5
+ 0.84%
$283 - $330
602 $50.3K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
3
+ 1.13%
$170 - $198
268 $22.4K
Feb 05, 2024 Q4 2023
Russell Investments Group, Ltd.

BUY
 -
3
+ 1.12%
$170 - $198
271 $22.7K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
2
New
$113 - $132
2 $167
Jan 12, 2024 Q4 2023
Westside Investment Management, Inc.

BUY
 -
1
+ 0.45%
$56.6 - $66
221 $18.5K
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

SELL
 -
-3
- 0.02%
$170 - $198
16.5K $1.38M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-13
- 0.17%
$736 - $857
7.7K $644K
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

SELL
 -
-20
- 0.2%
$1.13K - $1.32K
10K $838K
Feb 14, 2024 Q4 2023
Asset Allocation Strategies LLC

Farmington, MI
SELL
 -
-41
- 0.78%
$2.32K - $2.7K
5.21K $436K
Jan 19, 2024 Q4 2023
Signature Securities Group Corporation

SELL
 -
-104
- 1.22%
$5.89K - $6.86K
8.43K $705K
Aug 14, 2024 Q4 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-112
- 13.61%
$6.34K - $7.39K
711 $59.5K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-130
- 0.13%
$7.36K - $8.57K
96.4K $8.06M
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-156
- 7.66%
$8.83K - $10.3K
1.88K $157K
Jan 19, 2024 Q4 2023
Benchmark Wealth Management, LLC

SELL
 -
-177
- 0.25%
$10K - $11.7K
70.4K $5.89M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

SELL
 -
-178
- 0.65%
$10.1K - $11.7K
27.1K $2.26M
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-184
- 2.19%
$10.4K - $12.1K
8.22K $687K
Jan 02, 2024 Q4 2023
Dentgroup LLC

SELL
 -
-194
- 1.24%
$11K - $12.8K
15.5K $1.29M
Jan 11, 2024 Q4 2023
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-249
- 3.15%
$14.1K - $16.4K
7.66K $641K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-260
- 3.6%
$14.7K - $17.1K
6.96K $582K
Jan 11, 2024 Q4 2023
West Coast Financial LLC

SELL
 -
-453
- 1.62%
$25.6K - $29.9K
27.5K $2.3M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-469
- 1.69%
$26.5K - $30.9K
27.3K $2.29M
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-476
- 2.5%
$26.9K - $31.4K
18.5K $1.55M
Feb 21, 2024 Q4 2023
American Trust

Lexington, KY
SELL
 -
-540
- 3.56%
$30.6K - $35.6K
14.6K $1.22M
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-625
- 6.49%
$35.4K - $41.2K
9.01K $753K
Jan 22, 2024 Q4 2023
Brand Asset Management Group, Inc.

SELL
 -
-643
- 1.11%
$36.4K - $42.4K
57.5K $4.81M
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

SELL
 -
-663
- 5.88%
$37.5K - $43.7K
10.6K $888K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

SELL
 -
-668
- 69.01%
$37.8K - $44.1K
300 $25.1K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-688
- 5.4%
$38.9K - $45.4K
12.1K $1.01M
Jan 11, 2024 Q4 2023
Rockland Trust CO

SELL
 -
-752
- 6.49%
$42.6K - $49.6K
10.8K $906K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-798
- 55.49%
$45.2K - $52.6K
640 $53.5K
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

SELL
 -
-1K
- 11.21%
$56.6K - $66K
7.92K $662K
Jan 29, 2024 Q4 2023
Crestwood Advisors Group LLC

SELL
 -
-1.38K
- 2.71%
$78.1K - $91K
49.5K $4.14M
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-1.43K
- 5.86%
$81K - $94.5K
23K $1.92M
Feb 15, 2024 Q4 2023
Wealthquest Corp

Cincinnati, OH
SELL
 -
-1.55K
- 26.91%
$87.7K - $102K
4.21K $352K
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.6K
- 5.15%
$90.3K - $105K
29.4K $2.46M
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.87K
- 4.91%
$106K - $123K
36.2K $3.03M
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-1.93K
- 30.4%
$109K - $127K
4.41K $369K
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.99K
- 4.97%
$112K - $131K
38K $3.18M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

SELL
 -
-2.85K
- 3.98%
$162K - $188K
68.9K $5.76M

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