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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.02% |
N/A
|
13.3K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
N/A
|
244
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.74K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.0% |
N/A
|
23.1K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.08% |
N/A
|
1.32K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.05% |
N/A
|
96
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.16% |
N/A
|
640
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3- 0.04% |
N/A
|
7.29K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.02% |
N/A
|
58.7K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-24- 0.45% |
N/A
|
5.34K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-32- 0.14% |
N/A
|
23.1K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-56- 0.98% |
N/A
|
5.67K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-75- 0.23% |
N/A
|
32.6K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-83- 1.95% |
N/A
|
4.17K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-83- 4.75% |
N/A
|
1.67K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-85- 1.76% |
N/A
|
4.75K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-86- 0.57% |
N/A
|
14.9K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-87- 3.27% |
N/A
|
2.57K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-99- 3.23% |
N/A
|
2.96K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-115- 0.59% |
N/A
|
19.3K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-116- 0.26% |
N/A
|
44.5K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-153- 11.9% |
N/A
|
1.13K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 3.75% |
N/A
|
4.16K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-165- 4.79% |
N/A
|
3.28K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-178- 3.18% |
N/A
|
5.42K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-186- 0.51% |
N/A
|
36.3K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-250- 3.34% |
N/A
|
7.23K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-291- 10.37% |
N/A
|
2.51K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-300- 6.0% |
N/A
|
4.7K
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-316- 1.35% |
N/A
|
23.2K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-348- 2.11% |
N/A
|
16.1K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-359- 3.18% |
N/A
|
10.9K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-375- 1.83% |
N/A
|
20.1K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-378- 0.52% |
N/A
|
72K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-383- 2.74% |
N/A
|
13.6K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-402- 0.72% |
N/A
|
55.1K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 1.6% |
N/A
|
30.8K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-502- 4.14% |
N/A
|
11.6K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-518- 1.5% |
N/A
|
34.1K
$0
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-555- 4.17% |
N/A
|
12.8K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-683- 12.47% |
N/A
|
4.79K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-780- 54.62% |
N/A
|
648
$0
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-789- 2.41% |
N/A
|
32K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-822- 0.83% |
N/A
|
98.6K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-870- 4.08% |
N/A
|
20.4K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-972- 1.61% |
N/A
|
59.6K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 1.13% |
N/A
|
91.3K
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 2.3% |
N/A
|
44.8K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.09K- 15.91% |
N/A
|
5.75K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.11K- 1.44% |
N/A
|
76.2K
$0
|