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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.01K- 29.94% |
N/A
|
4.7K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.06K- 4.57% |
N/A
|
42.9K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.1K- 14.71% |
N/A
|
12.2K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.12K- 5.6% |
N/A
|
35.8K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.22K- 1.26% |
N/A
|
175K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.28K- 3.7% |
N/A
|
59.4K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
SELL
|
- |
-2.55K- 16.71% |
N/A
|
12.7K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-2.67K- 5.65% |
N/A
|
44.6K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.99K- 6.9% |
N/A
|
40.4K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.3K- 27.07% |
N/A
|
8.89K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.47K- 7.82% |
N/A
|
40.9K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.88K- 37.39% |
N/A
|
8.17K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 26.99% |
N/A
|
37.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.3K- 57.51% |
N/A
|
12.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.5K- 10.34% |
N/A
|
186K
$0
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.4K- 30.68% |
N/A
|
59.6K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.4K- 30.68% |
N/A
|
59.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.8K- 2.47% |
N/A
|
1.22M
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-31.1K- 28.24% |
N/A
|
79K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33K- 36.3% |
N/A
|
57.9K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40K- 33.76% |
N/A
|
78.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-140K- 16.2% |
N/A
|
722K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 39.22% |
N/A
|
291K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-653K- 91.98% |
N/A
|
56.9K
$0
|