Purchases and Sales Made in Q3 2024 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q3 2024. 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 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
86.6KNew |
N/A
|
86.6K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
85.1KNew |
N/A
|
85.1K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
41.5K+ 112.5% |
N/A
|
78.4K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
30.6KNew |
N/A
|
30.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.2K+ 174.36% |
N/A
|
42.8K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.5K+ 157.45% |
N/A
|
40K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.8K+ 6.65% |
N/A
|
270K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 5.43% |
N/A
|
302K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.7K+ 11.04% |
N/A
|
137K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12.6K+ 952.99% |
N/A
|
13.9K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
12.4K+ 1111.21% |
N/A
|
13.5K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
10.4K+ 43.02% |
N/A
|
34.6K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
9.94KNew |
N/A
|
9.94K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.58KNew |
N/A
|
9.58K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
9.09KNew |
N/A
|
9.09K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.72KNew |
N/A
|
8.72K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.42K+ 40.18% |
N/A
|
22.4K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.22K+ 6.65% |
N/A
|
99.9K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.16KNew |
N/A
|
5.16K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.91KNew |
N/A
|
4.91K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.78KNew |
N/A
|
4.78K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.73K+ 4.1% |
N/A
|
120K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.86KNew |
N/A
|
3.86K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.55K+ 3.89% |
N/A
|
94.8K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.44K+ 97.76% |
N/A
|
6.97K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.35KNew |
N/A
|
3.35K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.33K+ 9.93% |
N/A
|
36.8K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.95K+ 17.74% |
N/A
|
19.5K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.64K+ 0.18% |
N/A
|
1.44M
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.53KNew |
N/A
|
2.53K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.32K+ 5.96% |
N/A
|
41.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 0.51% |
N/A
|
378K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.91K+ 2.94% |
N/A
|
67K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
976+ 100.72% |
N/A
|
1.95K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
786+ 1.22% |
N/A
|
65.2K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
778+ 28.05% |
N/A
|
3.55K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
664+ 11.65% |
N/A
|
6.37K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
534New |
N/A
|
534
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
492+ 4.01% |
N/A
|
12.8K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
441New |
N/A
|
441
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
393+ 6.16% |
N/A
|
6.77K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
355+ 12.17% |
N/A
|
3.27K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
353+ 3.46% |
N/A
|
10.6K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
180+ 3.79% |
N/A
|
4.92K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
177+ 2.63% |
N/A
|
6.9K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
171+ 0.38% |
N/A
|
44.7K
$0
|