Purchases and Sales Made in Q4 2023 in Ishares Morningstar U.S. Equit (ILCB)
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 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.93K- 30.4% |
$109K - $127K
|
4.41K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.99K- 4.97% |
$112K - $131K
|
38K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.85K- 3.98% |
$162K - $188K
|
68.9K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.69K- 27.81% |
$209K - $244K
|
9.58K
$883K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.11K- 1.88% |
$233K - $271K
|
215K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.95K- 2.47% |
$280K - $327K
|
196K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.6K- 3.82% |
$317K - $369K
|
141K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.77K- 81.24% |
$383K - $446K
|
1.56K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.72K- 46.04% |
$493K - $575K
|
10.2K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.14K- 11.55% |
$517K - $603K
|
70K
$6.45M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10K- 7.23% |
$568K - $662K
|
129K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.1K- 39.71% |
$1.76M - $2.05M
|
47.2K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.9K- 10.66% |
$3.39M - $3.95M
|
502K
$46.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.4K- 13.19% |
$3.53M - $4.12M
|
411K
$37.9M
|