Purchases and Sales Made in Q3 2023 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q3 2023. 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 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
481+ 8.75% |
N/A
|
5.98K
$0
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
439+ 1.16% |
N/A
|
38.4K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
424+ 0.97% |
N/A
|
44.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
370New |
N/A
|
370
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
365+ 1.12% |
N/A
|
32.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
353+ 8.66% |
N/A
|
4.43K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
241+ 5.18% |
N/A
|
4.9K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
213+ 5.0% |
N/A
|
4.48K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
200+ 0.27% |
N/A
|
73.7K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
162+ 3.06% |
N/A
|
5.45K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
110+ 1.93% |
N/A
|
5.81K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
107+ 0.02% |
N/A
|
708K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
80+ 0.14% |
N/A
|
55.8K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
75+ 0.4% |
N/A
|
18.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
69+ 0.13% |
N/A
|
54.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59+ 0.08% |
N/A
|
73.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56+ 1.1% |
N/A
|
5.16K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.48K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 0.01% |
N/A
|
23.4K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12- 0.08% |
N/A
|
14.1K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-12- 0.16% |
N/A
|
7.37K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-14- 0.15% |
N/A
|
9.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15- 2.37% |
N/A
|
619
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16- 0.03% |
N/A
|
48.7K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25- 0.26% |
N/A
|
9.49K
$0
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.91% |
N/A
|
4.34K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-63- 0.26% |
N/A
|
24.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-65- 0.11% |
N/A
|
58.9K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-70- 1.1% |
N/A
|
6.31K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-99- 1.55% |
N/A
|
6.28K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-122- 1.78% |
N/A
|
6.75K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-156- 4.05% |
N/A
|
3.7K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-162- 0.43% |
N/A
|
37.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-163- 0.78% |
N/A
|
20.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-167- 2.5% |
N/A
|
6.52K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-199- 13.11% |
N/A
|
1.32K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-202- 0.86% |
N/A
|
23.3K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-217- 0.29% |
N/A
|
74.3K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-269- 2.72% |
N/A
|
9.62K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-275- 10.28% |
N/A
|
2.4K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-292- 1.08% |
N/A
|
26.8K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-317- 0.48% |
N/A
|
65.5K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-360- 5.08% |
N/A
|
6.73K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-376- 0.37% |
N/A
|
100K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-393- 4.38% |
N/A
|
8.59K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-400- 6.81% |
N/A
|
5.48K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-401- 20.82% |
N/A
|
1.53K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-409- 1.34% |
N/A
|
30K
$0
|