Purchases and Sales Made in Q1 2022 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 11.63% |
N/A
|
1.22M
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
107K+ 3180.07% |
N/A
|
110K
$0
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
74.8K+ 1768.92% |
N/A
|
79.1K
$0
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
68.5KNew |
N/A
|
68.5K
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66K+ 57.88% |
N/A
|
180K
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.9K+ 8.59% |
N/A
|
530K
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.5K+ 1158.23% |
N/A
|
42.9K
$0
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
36.7K+ 586.95% |
N/A
|
42.9K
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36.3K+ 4.62% |
N/A
|
822K
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 2.94% |
N/A
|
1.22M
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
32.2K+ 71622.22% |
N/A
|
32.3K
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30.9KNew |
N/A
|
30.9K
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.8K+ 23.37% |
N/A
|
126K
$0
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.6KNew |
N/A
|
23.6K
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.5KNew |
N/A
|
23.5K
$0
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6K+ 8.49% |
N/A
|
200K
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.6K+ 98.88% |
N/A
|
25.3K
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 1.45% |
N/A
|
868K
$0
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.4K+ 18.93% |
N/A
|
65.3K
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.93K+ 21.76% |
N/A
|
50K
$0
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.65KNew |
N/A
|
8.65K
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
8.48K+ 2.15% |
N/A
|
402K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.19K+ 2.87% |
N/A
|
294K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.02K+ 2.64% |
N/A
|
312K
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.71K+ 1.02% |
N/A
|
762K
$0
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
7.49K+ 102.06% |
N/A
|
14.8K
$0
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.27KNew |
N/A
|
7.27K
$0
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
6.5KNew |
N/A
|
6.5K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.48K+ 7.45% |
N/A
|
93.5K
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.48K+ 9.35% |
N/A
|
64.2K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.2K+ 10.18% |
N/A
|
56.3K
$0
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.17KNew |
N/A
|
5.17K
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$0
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.68KNew |
N/A
|
4.68K
$0
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.35K+ 2.62% |
N/A
|
171K
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.6K+ 79.12% |
N/A
|
8.14K
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.3K+ 3.24% |
N/A
|
105K
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.63K+ 10.48% |
N/A
|
27.7K
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.5K+ 82.03% |
N/A
|
5.55K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.01K+ 4.92% |
N/A
|
42.9K
$0
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
1.81K+ 21.11% |
N/A
|
10.4K
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 21.99% |
N/A
|
8.38K
$0
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 8.17% |
N/A
|
19.3K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.36K+ 8.43% |
N/A
|
17.5K
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
1.21K+ 2.14% |
N/A
|
57.8K
$0
|