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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
703+ 7.64% |
N/A
|
9.9K
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
643+ 2.4% |
N/A
|
27.5K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
511+ 0.88% |
N/A
|
58.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
481+ 0.65% |
N/A
|
74.5K
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
400+ 930.23% |
N/A
|
443
$0
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
391+ 4.22% |
N/A
|
9.65K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
380+ 0.11% |
N/A
|
356K
$0
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
325+ 5.17% |
N/A
|
6.61K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
303+ 6.31% |
N/A
|
5.11K
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
190+ 0.68% |
N/A
|
28.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
142+ 1.61% |
N/A
|
8.98K
$0
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
121+ 0.35% |
N/A
|
34.4K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
52+ 0.22% |
N/A
|
24.1K
$0
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
40+ 0.41% |
N/A
|
9.77K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
34+ 0.22% |
N/A
|
15.4K
$0
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.17% |
N/A
|
12.3K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
20+ 0.22% |
N/A
|
9.23K
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.21% |
N/A
|
7.15K
$0
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 0.22% |
N/A
|
6.05K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.23% |
N/A
|
5.69K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 0.22% |
N/A
|
4.48K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.14% |
N/A
|
6.43K
$0
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.24% |
N/A
|
2.1K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.15% |
N/A
|
1.32K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.71K
$0
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.02% |
N/A
|
4.25K
$0
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.0% |
N/A
|
24.3K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7- 0.02% |
N/A
|
38.1K
$0
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 9.42% |
N/A
|
279
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-67- 0.55% |
N/A
|
12.2K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-68- 1.31% |
N/A
|
5.12K
$0
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-75- 0.54% |
N/A
|
13.7K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-90- 8.26% |
N/A
|
1K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-156- 2.57% |
N/A
|
5.92K
$0
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-267- 2.32% |
N/A
|
11.3K
$0
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-350- 1.42% |
N/A
|
24.2K
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-401- 3.6% |
N/A
|
10.7K
$0
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-439- 4.7% |
N/A
|
8.9K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-490- 4.73% |
N/A
|
9.88K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-512- 35.63% |
N/A
|
925
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-554- 1.11% |
N/A
|
49.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-575- 6.86% |
N/A
|
7.81K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-595- 7.7% |
N/A
|
7.14K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-665- 5.86% |
N/A
|
10.7K
$0
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-773- 9.68% |
N/A
|
7.22K
$0
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-790- 3.08% |
N/A
|
24.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-800- 7.44% |
N/A
|
9.95K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-810- 12.85% |
N/A
|
5.5K
$0
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1K- 17.79% |
N/A
|
4.63K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.01K- 2.41% |
N/A
|
41.1K
$0
|