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
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
35+ 0.23% |
N/A
|
15.3K
$0
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24+ 0.08% |
N/A
|
31.6K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
23+ 0.19% |
N/A
|
12.2K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 0.22% |
N/A
|
4.46K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.12% |
N/A
|
5.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.15% |
N/A
|
3.92K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.03% |
N/A
|
7K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.08% |
N/A
|
1.32K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.24% |
N/A
|
425
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
N/A
|
5.55K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 0.71% |
N/A
|
1.81K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-13- 0.05% |
N/A
|
24.4K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-17- 0.13% |
N/A
|
13.6K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-21- 6.38% |
N/A
|
308
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-33- 0.12% |
N/A
|
28.2K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-41- 0.07% |
N/A
|
54.6K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-100- 1.89% |
N/A
|
5.2K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-118- 9.54% |
N/A
|
1.12K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-140- 0.49% |
N/A
|
28.2K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-177- 3.06% |
N/A
|
5.6K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-185- 0.3% |
N/A
|
60.7K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-204- 1.4% |
N/A
|
14.3K
$0
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-221- 1.58% |
N/A
|
13.8K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-255- 0.24% |
N/A
|
105K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-270- 1.42% |
N/A
|
18.8K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-370- 4.77% |
N/A
|
7.39K
$0
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-405- 3.47% |
N/A
|
11.3K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-410- 90.51% |
N/A
|
43
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-443- 6.71% |
N/A
|
6.16K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-478- 4.07% |
N/A
|
11.3K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-500- 7.27% |
N/A
|
6.38K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-607- 2.2% |
N/A
|
27K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-824- 2.3% |
N/A
|
35.1K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-825- 13.02% |
N/A
|
5.51K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-917- 41.36% |
N/A
|
1.3K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-923- 8.02% |
N/A
|
10.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1K- 2.34% |
N/A
|
41.7K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.02K- 1.42% |
N/A
|
70.7K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.04K- 3.12% |
N/A
|
32.4K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.18K- 4.99% |
N/A
|
22.5K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
SELL
|
- |
-1.29K- 1.98% |
N/A
|
64K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.31K- 8.32% |
N/A
|
14.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.43K- 4.24% |
N/A
|
32.1K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.59K- 15.25% |
N/A
|
8.81K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 0.64% |
N/A
|
258K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.68K- 1.8% |
N/A
|
91.6K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.7K- 8.92% |
N/A
|
17.4K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.72K- 16.23% |
N/A
|
8.87K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.87K- 19.3% |
N/A
|
7.81K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.99K- 11.09% |
N/A
|
16K
$0
|