Latest Institutional Purchases of Ishares Morningstar Growth ETF (ILCG)
This list provides information on the latest institutional transactions involving Ishares Morningstar Growth ETF (ILCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
664+ 11.65% |
N/A
|
6.37K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
534New |
N/A
|
534
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
133+ 0.13% |
N/A
|
98.8K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
19+ 0.16% |
N/A
|
11.6K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.23% |
N/A
|
435
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1+ 0.0% |
N/A
|
26.1K
$0
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
495KNew |
N/A
|
495K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
24KNew |
N/A
|
24K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.85KNew |
N/A
|
7.85K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.53KNew |
N/A
|
2.53K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
304New |
N/A
|
304
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107New |
N/A
|
107
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
99+ 1.47% |
N/A
|
6.81K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
25+ 0.1% |
N/A
|
24K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.08% |
N/A
|
12.4K
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
912KNew |
N/A
|
912K
$0
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
CALL |
16KNew |
N/A
|
16K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$0
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.12KNew |
N/A
|
8.12K
$0
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.17KNew |
N/A
|
5.17K
$0
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.86KNew |
N/A
|
4.86K
$0
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.8KNew |
N/A
|
4.8K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.97K+ 18.49% |
N/A
|
25.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.63KNew |
N/A
|
3.63K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.46KNew |
N/A
|
3.46K
$0
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$0
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
2.93KNew |
N/A
|
2.93K
$0
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.85KNew |
N/A
|
2.85K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 1.98% |
N/A
|
70.1K
$0
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
737New |
N/A
|
737
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
286New |
N/A
|
286
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
121+ 36.01% |
N/A
|
457
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 62.5% |
N/A
|
13
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
19.3K+ 23.33% |
N/A
|
102K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.74KNew |
N/A
|
6.74K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.27KNew |
N/A
|
3.27K
$0
|
|