Purchases and Sales Made in Q1 2023 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q1 2023. 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 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
76.7KNew |
N/A
|
76.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.5K+ 95.3% |
N/A
|
142K
$0
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
54.2KNew |
N/A
|
54.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.3K+ 477.81% |
N/A
|
56K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.7KNew |
N/A
|
43.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35KNew |
N/A
|
35K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.8K+ 8.45% |
N/A
|
356K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.8K+ 29.59% |
N/A
|
117K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.2K+ 8.43% |
N/A
|
338K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.2K+ 10.38% |
N/A
|
258K
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24KNew |
N/A
|
24K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
16.8K+ 48.76% |
N/A
|
51.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5K+ 61.35% |
N/A
|
38.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 23.52% |
N/A
|
69.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2K+ 7.53% |
N/A
|
188K
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 28.94% |
N/A
|
46.6K
$0
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.88KNew |
N/A
|
8.88K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
8.85KNew |
N/A
|
8.85K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.07KNew |
N/A
|
8.07K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.91KNew |
N/A
|
6.91K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.6KNew |
N/A
|
5.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5K+ 15.36% |
N/A
|
37.5K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.59KNew |
N/A
|
4.59K
$0
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41K+ 66.49% |
N/A
|
11K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.33K+ 124.77% |
N/A
|
7.8K
$0
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.17KNew |
N/A
|
4.17K
$0
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.79KNew |
N/A
|
3.79K
$0
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.79KNew |
N/A
|
3.79K
$0
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.76KNew |
N/A
|
3.76K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.65KNew |
N/A
|
3.65K
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.63KNew |
N/A
|
3.63K
$0
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.4K+ 31.53% |
N/A
|
14.2K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.27K+ 9.69% |
N/A
|
37K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.13K+ 15.8% |
N/A
|
23K
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.37K+ 16.73% |
N/A
|
16.5K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.24KNew |
N/A
|
2.24K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.24K+ 6.25% |
N/A
|
38K
$0
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.21K+ 0.32% |
N/A
|
694K
$0
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.15K+ 1.49% |
N/A
|
147K
$0
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$0
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1.65K+ 2.71% |
N/A
|
62.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.54K+ 451.03% |
N/A
|
1.88K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.41K+ 32.81% |
N/A
|
5.69K
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 0.68% |
N/A
|
173K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.09K+ 15.62% |
N/A
|
8.09K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.04K+ 10.13% |
N/A
|
11.3K
$0
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|