Latest Institutional Transactions on Ishares Morningstar Growth ETF (ILCG)
This table provides information on the latest institutional transactions involving Ishares Morningstar Growth ETF (ILCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
355+ 12.17% |
N/A
|
3.27K
$0
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
35+ 0.3% |
N/A
|
11.7K
$0
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-203- 2.01% |
N/A
|
9.91K
$0
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.91K+ 2.94% |
N/A
|
67K
$0
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-315- 9.6% |
N/A
|
2.97K
$0
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.1K- 20.35% |
N/A
|
66.8K
$0
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.9K- 44.8% |
N/A
|
17.1K
$0
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12.6K+ 952.99% |
N/A
|
13.9K
$0
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
177+ 2.63% |
N/A
|
6.9K
$0
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.32K+ 5.96% |
N/A
|
41.3K
$0
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.29K- 2.34% |
N/A
|
53.8K
$0
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23+ 0.54% |
N/A
|
4.3K
$0
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-9.39K- 72.87% |
N/A
|
3.5K
$0
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.78KNew |
N/A
|
4.78K
$0
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-13.2K- 13.44% |
N/A
|
85K
$0
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-32- 4.94% |
N/A
|
616
$0
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-566- 1.8% |
N/A
|
30.9K
$0
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
171+ 0.38% |
N/A
|
44.7K
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-506- 1.55% |
N/A
|
32.1K
$0
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-782- 7.15% |
N/A
|
10.2K
$0
|
|
Oct 24, 2024
Q3 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-1.09K- 22.79% |
N/A
|
3.7K
$0
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.06K- 53.56% |
N/A
|
3.52K
$0
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-127- 3.53% |
N/A
|
3.48K
$0
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-572- 0.63% |
N/A
|
90.7K
$0
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.72K- 2.26% |
N/A
|
74.4K
$0
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-106K- 77.33% |
N/A
|
31K
$0
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
786+ 1.22% |
N/A
|
65.2K
$0
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 14.93% |
N/A
|
5.95K
$0
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-81- 3.15% |
N/A
|
2.49K
$0
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.63K- 7.76% |
N/A
|
19.3K
$0
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-87- 0.45% |
N/A
|
19.2K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.5K- 1.5% |
N/A
|
98.4K
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.7K- 2.48% |
N/A
|
461K
$0
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57.8K- 19.56% |
N/A
|
238K
$0
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-402- 1.11% |
N/A
|
35.9K
$0
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.16% |
N/A
|
641
$0
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
81+ 0.16% |
N/A
|
49.4K
$0
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13- 0.15% |
N/A
|
8.72K
$0
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
N/A
|
2.51K
$0
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13.5K- 2.05% |
N/A
|
646K
$0
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 3.64% |
N/A
|
39.7K
$0
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.73K+ 4.1% |
N/A
|
120K
$0
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
393+ 6.16% |
N/A
|
6.77K
$0
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.77K- 1.82% |
N/A
|
149K
$0
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
441New |
N/A
|
441
$0
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.11% |
N/A
|
5.67K
$0
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
N/A
|
1.66K
$0
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.16KNew |
N/A
|
5.16K
$0
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-736- 1.26% |
N/A
|
57.9K
$0
|