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 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-140- 1.45% |
N/A
|
9.51K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 1.51% |
N/A
|
9.8K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-158- 0.75% |
N/A
|
20.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-220- 4.01% |
N/A
|
5.27K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-235- 5.75% |
N/A
|
3.85K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-330- 0.56% |
N/A
|
59K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-381- 0.93% |
N/A
|
40.7K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-395- 1.04% |
N/A
|
37.7K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-399- 4.03% |
N/A
|
9.5K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-453- 5.6% |
N/A
|
7.63K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-500- 7.84% |
N/A
|
5.88K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-571- 7.08% |
N/A
|
7.5K
$0
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-575- 7.37% |
N/A
|
7.23K
$0
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-606- 2.52% |
N/A
|
23.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-610- 2.21% |
N/A
|
27.1K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-614- 1.85% |
N/A
|
32.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-623- 2.2% |
N/A
|
27.7K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-633- 1.28% |
N/A
|
48.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-635- 35.53% |
N/A
|
1.15K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-700- 2.89% |
N/A
|
23.5K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-845- 3.31% |
N/A
|
24.7K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-942- 16.83% |
N/A
|
4.66K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-944- 10.67% |
N/A
|
7.91K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-975- 5.9% |
N/A
|
15.5K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.05K- 4.22% |
N/A
|
23.8K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.39K- 12.33% |
N/A
|
9.87K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.44K- 0.98% |
N/A
|
145K
$0
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 21.19% |
N/A
|
5.45K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 2.27% |
N/A
|
66.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.62K- 4.71% |
N/A
|
32.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.66K- 7.91% |
N/A
|
19.3K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.75K- 16.11% |
N/A
|
9.09K
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.22K- 0.62% |
N/A
|
354K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
SELL
|
- |
-2.38K- 25.75% |
N/A
|
6.85K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.42K- 21.86% |
N/A
|
8.64K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.48K- 3.23% |
N/A
|
74.5K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.5K- 25.3% |
N/A
|
7.38K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.53K- 1.57% |
N/A
|
158K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.64K- 33.88% |
N/A
|
5.16K
$0
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.84K- 39.77% |
N/A
|
4.3K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.19K- 6.13% |
N/A
|
48.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.33K- 23.49% |
N/A
|
10.8K
$0
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.36K- 31.31% |
N/A
|
7.38K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.64K- 1.02% |
N/A
|
352K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.41K- 11.67% |
N/A
|
33.4K
$0
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.42K- 40.05% |
N/A
|
6.62K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.95K- 4.22% |
N/A
|
112K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.31K- 12.86% |
N/A
|
36K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.36K- 4.68% |
N/A
|
109K
$0
|