Purchases and Sales Made in Q1 2024 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q1 2024. 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, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
912KNew |
N/A
|
912K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
206K+ 19.46% |
N/A
|
1.26M
$0
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
106KNew |
N/A
|
106K
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
104K+ 1382.17% |
N/A
|
112K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95.5K+ 136.1% |
N/A
|
166K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77K+ 68.65% |
N/A
|
189K
$0
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
55.5KNew |
N/A
|
55.5K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.5KNew |
N/A
|
53.5K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38.9KNew |
N/A
|
38.9K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18.7K+ 2.92% |
N/A
|
659K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.8K+ 18.89% |
N/A
|
112K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 10.7% |
N/A
|
176K
$0
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16.2K+ 12.96% |
N/A
|
141K
$0
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 21.94% |
N/A
|
89.6K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 20.78% |
N/A
|
92.3K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.7K+ 27.17% |
N/A
|
55K
$0
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.94K+ 4.37% |
N/A
|
238K
$0
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.79KNew |
N/A
|
9.79K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.93K+ 10.93% |
N/A
|
90.7K
$0
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.12KNew |
N/A
|
8.12K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.98KNew |
N/A
|
7.98K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.78K+ 7.04% |
N/A
|
118K
$0
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.48KNew |
N/A
|
7.48K
$0
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
7.11K+ 81.05% |
N/A
|
15.9K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.72K+ 1.55% |
N/A
|
442K
$0
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.17KNew |
N/A
|
5.17K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.14K+ 118.83% |
N/A
|
9.46K
$0
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.08K+ 9.71% |
N/A
|
57.3K
$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 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.78K+ 498.43% |
N/A
|
5.73K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.39K+ 0.32% |
N/A
|
1.39M
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.39K+ 0.32% |
N/A
|
1.39M
$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
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.06K+ 29.85% |
N/A
|
13.3K
$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
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.81KNew |
N/A
|
2.81K
$0
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.79K+ 16.73% |
N/A
|
19.5K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$0
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$0
|