Purchases and Sales Made in Q4 2022 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.22K+ 2.98% |
N/A
|
42.1K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
940+ 100.53% |
N/A
|
1.88K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
846+ 3.0% |
N/A
|
29K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
801+ 9.01% |
N/A
|
9.69K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
733+ 10.47% |
N/A
|
7.73K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
666New |
N/A
|
666
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
586+ 2.6% |
N/A
|
23.1K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
441+ 0.62% |
N/A
|
71.1K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
430New |
N/A
|
430
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
424+ 0.86% |
N/A
|
49.9K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
275+ 11.0% |
N/A
|
2.78K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
212New |
N/A
|
212
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
206New |
N/A
|
206
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
192+ 2.13% |
N/A
|
9.2K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
133+ 1.02% |
N/A
|
13.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
112+ 1.88% |
N/A
|
6.07K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 0.0% |
N/A
|
3.44M
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
89+ 0.84% |
N/A
|
10.7K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
53+ 0.22% |
N/A
|
24K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
40New |
N/A
|
40
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
36+ 0.26% |
N/A
|
13.8K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
34+ 0.22% |
N/A
|
15.4K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
33+ 0.46% |
N/A
|
7.13K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
26+ 0.46% |
N/A
|
5.63K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
23+ 0.19% |
N/A
|
12.3K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 0.22% |
N/A
|
4.47K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.15% |
N/A
|
3.92K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.24% |
N/A
|
2.09K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.07% |
N/A
|
2.7K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.18% |
N/A
|
1.12K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.15% |
N/A
|
1.32K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
N/A
|
241
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-19- 0.33% |
N/A
|
5.68K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-30- 0.34% |
N/A
|
8.84K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-59- 0.24% |
N/A
|
24.3K
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-118- 1.05% |
N/A
|
11.1K
$0
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-142- 0.53% |
N/A
|
26.8K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 1.83% |
N/A
|
10.8K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-238- 1.27% |
N/A
|
18.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-250- 3.81% |
N/A
|
6.31K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-308- 4.1% |
N/A
|
7.2K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-308- 3.19% |
N/A
|
9.34K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-325- 5.89% |
N/A
|
5.19K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-354- 1.75% |
N/A
|
19.8K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-369- 1.14% |
N/A
|
32K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-370- 20.48% |
N/A
|
1.44K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-374- 3.73% |
N/A
|
9.65K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-375- 23.81% |
N/A
|
1.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-396- 3.06% |
N/A
|
12.6K
$0
|