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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
133+ 0.13% |
N/A
|
98.8K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
88+ 1.65% |
N/A
|
5.43K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
81+ 0.16% |
N/A
|
49.4K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
56+ 0.2% |
N/A
|
28K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
35+ 0.3% |
N/A
|
11.7K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26+ 0.08% |
N/A
|
30.7K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23+ 0.54% |
N/A
|
4.3K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
19+ 0.16% |
N/A
|
11.6K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
12+ 0.17% |
N/A
|
6.91K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.17% |
N/A
|
7.24K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
9+ 0.07% |
N/A
|
13.6K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.11% |
N/A
|
5.67K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5+ 0.17% |
N/A
|
2.93K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.16% |
N/A
|
2.5K
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.06% |
N/A
|
6.81K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
N/A
|
2.51K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4+ 0.02% |
N/A
|
23.1K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.07% |
N/A
|
6.13K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.08% |
N/A
|
2.56K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.23% |
N/A
|
435
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.16% |
N/A
|
641
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.71K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1+ 0.0% |
N/A
|
26.1K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
N/A
|
1.66K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13- 0.15% |
N/A
|
8.72K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-32- 4.94% |
N/A
|
616
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-36- 0.11% |
N/A
|
32K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-49- 0.21% |
N/A
|
23.1K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-65- 14.22% |
N/A
|
392
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80- 0.13% |
N/A
|
60.7K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-81- 3.15% |
N/A
|
2.49K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-87- 0.45% |
N/A
|
19.2K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-127- 3.53% |
N/A
|
3.48K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-131- 27.07% |
N/A
|
353
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-137- 0.17% |
N/A
|
81.2K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-138- 19.22% |
N/A
|
580
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-141- 1.48% |
N/A
|
9.37K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-160- 3.4% |
N/A
|
4.54K
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-196- 0.45% |
N/A
|
43.4K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-203- 2.01% |
N/A
|
9.91K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-228- 4.38% |
N/A
|
4.98K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-301- 2.63% |
N/A
|
11.1K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-315- 9.6% |
N/A
|
2.97K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-347- 3.99% |
N/A
|
8.34K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-350- 2.35% |
N/A
|
14.6K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-392Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-395- 11.37% |
N/A
|
3.08K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 8.42% |
N/A
|
4.35K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-402- 1.11% |
N/A
|
35.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-402- 0.13% |
N/A
|
317K
$0
|