Purchases and Sales Made in Q4 2021 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-137- 0.5% |
N/A
|
27.1K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-189- 1.55% |
N/A
|
12K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-208- 4.42% |
N/A
|
4.5K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-225Closed |
N/A
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-227- 13.73% |
N/A
|
1.43K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-234- 0.27% |
N/A
|
87K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-240- 1.99% |
N/A
|
11.8K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-249- 2.1% |
N/A
|
11.6K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-264- 0.56% |
N/A
|
46.8K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-298- 0.15% |
N/A
|
195K
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-329- 1.17% |
N/A
|
27.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-348- 11.8% |
N/A
|
2.6K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-404- 25.8% |
N/A
|
1.16K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-410- 0.98% |
N/A
|
41.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-441- 0.86% |
N/A
|
51.1K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-461- 0.7% |
N/A
|
65.6K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-894- 10.54% |
N/A
|
7.59K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-908- 1.79% |
N/A
|
49.7K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-930- 12.4% |
N/A
|
6.57K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.01K- 30.1% |
N/A
|
2.35K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
SELL
|
- |
-1.06K- 11.03% |
N/A
|
8.56K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.1K- 2.76% |
N/A
|
38.6K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 1.78% |
N/A
|
60.5K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.11K- 12.66% |
N/A
|
7.63K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.75K- 5.24% |
N/A
|
31.7K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.84K- 7.22% |
N/A
|
23.6K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.98K- 24.37% |
N/A
|
6.13K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2K- 3.63% |
N/A
|
53K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.16K- 3.78% |
N/A
|
54.9K
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.17K- 25.15% |
N/A
|
6.47K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.19K- 33.48% |
N/A
|
4.34K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.2K- 5.06% |
N/A
|
41.3K
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.31K- 9.17% |
N/A
|
22.9K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-2.48K- 3.29% |
N/A
|
73K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.57K- 0.65% |
N/A
|
394K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.67K- 21.3% |
N/A
|
9.88K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.75K- 21.52% |
N/A
|
10K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.78K- 22.39% |
N/A
|
9.64K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.95K- 13.41% |
N/A
|
19K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.04K- 6.99% |
N/A
|
40.5K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.17KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.79K- 15.65% |
N/A
|
20.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.03KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.09K- 6.52% |
N/A
|
58.7K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.5K- 0.39% |
N/A
|
1.16M
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.54K- 14.92% |
N/A
|
25.9K
$0
|