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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17K+ 29.99% |
N/A
|
5.05K
$0
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.12K+ 6.22% |
N/A
|
19K
$0
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
975+ 1.1% |
N/A
|
89.8K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
863+ 1.63% |
N/A
|
53.9K
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
860New |
N/A
|
860
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800+ 10.49% |
N/A
|
8.43K
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
759+ 2.39% |
N/A
|
32.5K
$0
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
750+ 4.32% |
N/A
|
18.1K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
722+ 16.63% |
N/A
|
5.06K
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
668+ 1.65% |
N/A
|
41.1K
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
656+ 184.79% |
N/A
|
1.01K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
629+ 44.11% |
N/A
|
2.06K
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
490+ 4.26% |
N/A
|
12K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
423+ 5.55% |
N/A
|
8.05K
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
414+ 1.53% |
N/A
|
27.6K
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
364+ 3.68% |
N/A
|
10.2K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
329New |
N/A
|
329
$0
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
314New |
N/A
|
314
$0
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
265+ 8.73% |
N/A
|
3.3K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
101New |
N/A
|
101
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
45New |
N/A
|
45
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27+ 0.11% |
N/A
|
23.6K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
25+ 0.1% |
N/A
|
25.9K
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.11% |
N/A
|
15.7K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.09% |
N/A
|
12.2K
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.12% |
N/A
|
5.68K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6+ 0.03% |
N/A
|
20.4K
$0
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.08% |
N/A
|
3.98K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.1% |
N/A
|
2.08K
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.08% |
N/A
|
1.32K
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.01% |
N/A
|
10K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-6- 0.01% |
N/A
|
41.4K
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-7- 0.1% |
N/A
|
7.05K
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 0.18% |
N/A
|
6.56K
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-20- 38.46% |
N/A
|
32
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37- 8.04% |
N/A
|
423
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-40- 1.55% |
N/A
|
2.54K
$0
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-40- 0.43% |
N/A
|
9.32K
$0
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-60- 0.2% |
N/A
|
29.9K
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-89- 0.23% |
N/A
|
38.5K
$0
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-105- 0.89% |
N/A
|
11.7K
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-108- 1.51% |
N/A
|
7.07K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-108- 8.03% |
N/A
|
1.24K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-125- 0.94% |
N/A
|
13.1K
$0
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-135- 0.64% |
N/A
|
21K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-150- 2.75% |
N/A
|
5.3K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-173- 2.8% |
N/A
|
6.01K
$0
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-250- 2.83% |
N/A
|
8.59K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-255Closed |
N/A
|
0
$0
|