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 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-550- 21.78% |
N/A
|
1.98K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-586- 1.44% |
N/A
|
40.2K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-640- 8.82% |
N/A
|
6.62K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-736- 0.47% |
N/A
|
157K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-753- 1.54% |
N/A
|
48.2K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-858- 1.32% |
N/A
|
64.1K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-917- 3.31% |
N/A
|
26.8K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.03K- 19.96% |
N/A
|
4.13K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.06K- 3.01% |
N/A
|
34.3K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.22K- 5.12% |
N/A
|
22.6K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.24K- 5.02% |
N/A
|
23.5K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.78K- 34.2% |
N/A
|
3.43K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.79K- 23.82% |
N/A
|
5.71K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.85K- 1.65% |
N/A
|
110K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.98K- 53.28% |
N/A
|
1.73K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.4K- 1.18% |
N/A
|
202K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.21K- 4.83% |
N/A
|
63.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.98K- 16.72% |
N/A
|
19.8K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.61K- 3.18% |
N/A
|
140K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.85K- 65.66% |
N/A
|
2.53K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.9K- 45.17% |
N/A
|
5.94K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.09K- 41.77% |
N/A
|
7.1K
$0
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.24K- 18.24% |
N/A
|
23.5K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.63K- 1.6% |
N/A
|
346K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.69K- 13.79% |
N/A
|
41.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.8K- 15.94% |
N/A
|
62.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.6K- 35.26% |
N/A
|
26.7K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-19.2K- 99.56% |
N/A
|
85
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.3K- 2.76% |
N/A
|
750K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26.7K- 13.88% |
N/A
|
165K
$0
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27.5KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-50.4K- 84.17% |
N/A
|
9.49K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.4K- 41.4% |
N/A
|
85.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-63.8K- 99.97% |
N/A
|
17
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-76.8K- 2.35% |
N/A
|
3.19M
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92K- 19.89% |
N/A
|
371K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-144K- 97.46% |
N/A
|
3.77K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-160K- 20.71% |
N/A
|
614K
$0
|