Purchases and Sales Made in Q2 2024 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.53KNew |
N/A
|
2.53K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 5.17% |
N/A
|
41.2K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.66K+ 148.79% |
N/A
|
2.77K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.6K+ 31.95% |
N/A
|
6.59K
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41K+ 15.57% |
N/A
|
10.4K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.11K+ 3.42% |
N/A
|
33.5K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 1.86% |
N/A
|
58.6K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
969New |
N/A
|
969
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
898+ 44.46% |
N/A
|
2.92K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
869+ 14.57% |
N/A
|
6.83K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
800+ 5.06% |
N/A
|
16.6K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
701+ 7.37% |
N/A
|
10.2K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
549+ 0.08% |
N/A
|
660K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
507+ 0.16% |
N/A
|
318K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
503+ 7.98% |
N/A
|
6.8K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
500+ 15.27% |
N/A
|
3.78K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
460+ 0.71% |
N/A
|
65.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
428+ 3.88% |
N/A
|
11.4K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
410+ 0.51% |
N/A
|
81.3K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
332+ 5.19% |
N/A
|
6.72K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
319+ 4.39% |
N/A
|
7.58K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
304New |
N/A
|
304
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
288+ 4.73% |
N/A
|
6.38K
$0
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
281+ 2.93% |
N/A
|
9.86K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
162+ 2.49% |
N/A
|
6.68K
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
121+ 36.01% |
N/A
|
457
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107New |
N/A
|
107
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
100+ 2.4% |
N/A
|
4.27K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
99+ 1.47% |
N/A
|
6.81K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
81+ 0.21% |
N/A
|
39K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
59+ 0.59% |
N/A
|
10.1K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50+ 0.1% |
N/A
|
49.3K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
49+ 0.13% |
N/A
|
36.9K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 4.86% |
N/A
|
970
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
25+ 0.1% |
N/A
|
24K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.08% |
N/A
|
12.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
N/A
|
25.3K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
6+ 0.09% |
N/A
|
6.89K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.08% |
N/A
|
5.98K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.1% |
N/A
|
2.92K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3+ 0.11% |
N/A
|
2.75K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.03% |
N/A
|
6.13K
$0
|