Purchases and Sales Made in Q2 2023 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 36.5% |
N/A
|
463K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
71.5K+ 93.19% |
N/A
|
148K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
63.9KNew |
N/A
|
63.9K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 3.54% |
N/A
|
1.13M
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.1KNew |
N/A
|
31.1K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
31.1KNew |
N/A
|
31.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
30.4KNew |
N/A
|
30.4K
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.8K+ 4031.38% |
N/A
|
27.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.2K+ 11.09% |
N/A
|
192K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
17.8K+ 1150.84% |
N/A
|
19.3K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.7K+ 75.02% |
N/A
|
41.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 5.07% |
N/A
|
355K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14.1K+ 2.03% |
N/A
|
708K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.3K+ 20.89% |
N/A
|
71.1K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.8K+ 31.31% |
N/A
|
49.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 30.91% |
N/A
|
48.5K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
9.8KNew |
N/A
|
9.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.15K+ 224.65% |
N/A
|
11.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.14K+ 4.15% |
N/A
|
204K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.11K+ 4.3% |
N/A
|
197K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.05K+ 23.04% |
N/A
|
43K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.18K+ 17.51% |
N/A
|
48.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 10.47% |
N/A
|
67.5K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.38KNew |
N/A
|
6.38K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
6.02K+ 24.79% |
N/A
|
30.3K
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.67KNew |
N/A
|
5.67K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.64K+ 14.84% |
N/A
|
43.6K
$0
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.86KNew |
N/A
|
4.86K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.8KNew |
N/A
|
4.8K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
4.54K+ 8.86% |
N/A
|
55.7K
$0
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.36K+ 6.26% |
N/A
|
74K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.07KNew |
N/A
|
4.07K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.92KNew |
N/A
|
3.92K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.91K+ 6.99% |
N/A
|
59.9K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 5.48% |
N/A
|
73.5K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.56K+ 2.5% |
N/A
|
146K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.05K+ 136.16% |
N/A
|
5.29K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.73K+ 46.05% |
N/A
|
8.64K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.65KNew |
N/A
|
2.65K
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
2.49K+ 3.99% |
N/A
|
65K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.17K+ 5.79% |
N/A
|
39.7K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.08K+ 1.77% |
N/A
|
119K
$0
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.85K+ 5.1% |
N/A
|
38K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.83K+ 97.29% |
N/A
|
3.71K
$0
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 2.69% |
N/A
|
55.7K
$0
|