Purchases and Sales Made in Q3 2022 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
858KNew |
N/A
|
858K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
143K+ 766.15% |
N/A
|
162K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
143K+ 766.15% |
N/A
|
162K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
128K+ 3.88% |
N/A
|
3.44M
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
49.5KNew |
N/A
|
49.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.8K+ 43.77% |
N/A
|
134K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
35.9KNew |
N/A
|
35.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.7K+ 10.41% |
N/A
|
367K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
34.4K+ 54.77% |
N/A
|
97.1K
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31.5KNew |
N/A
|
31.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.5K+ 3.64% |
N/A
|
785K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26.4K+ 3.17% |
N/A
|
858K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.8K+ 2.1% |
N/A
|
1.21M
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
23.8K+ 29.01% |
N/A
|
106K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 104.59% |
N/A
|
27.6K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13K+ 11.4% |
N/A
|
127K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
9.37K+ 2.65% |
N/A
|
364K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.26K+ 16.73% |
N/A
|
57.6K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.15K+ 81.34% |
N/A
|
18.2K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.78K+ 150.41% |
N/A
|
12.9K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.29K+ 25.52% |
N/A
|
35.8K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.34K+ 1.77% |
N/A
|
306K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
BUY
|
- |
5.22K+ 28.29% |
N/A
|
23.7K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.83K+ 2.25% |
N/A
|
174K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.83K+ 15.59% |
N/A
|
21K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 1.08% |
N/A
|
236K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.09KNew |
N/A
|
2.09K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.78K+ 2.56% |
N/A
|
71.4K
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 2.29% |
N/A
|
71.8K
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 1.74% |
N/A
|
78.4K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.04K+ 16.13% |
N/A
|
7.51K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.01K+ 3.63% |
N/A
|
28.8K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
995+ 8.24% |
N/A
|
13.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
991+ 0.69% |
N/A
|
144K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
929+ 360.08% |
N/A
|
1.19K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
761+ 1.58% |
N/A
|
49K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
717New |
N/A
|
717
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
596New |
N/A
|
596
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
514+ 1.33% |
N/A
|
39.2K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
438+ 2.37% |
N/A
|
18.9K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
376+ 1.9% |
N/A
|
20.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
365+ 8.29% |
N/A
|
4.77K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
259+ 2.07% |
N/A
|
12.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
221+ 0.71% |
N/A
|
31.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
172+ 1.95% |
N/A
|
9.01K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
115+ 19.13% |
N/A
|
716
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
98+ 0.24% |
N/A
|
41.5K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
53+ 0.22% |
N/A
|
24K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
50New |
N/A
|
50
$0
|