Purchases and Sales Made in Q4 2023 in Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
506KNew |
N/A
|
506K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
125K+ 733364.69% |
N/A
|
125K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
94.4KNew |
N/A
|
94.4K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.3K+ 85.69% |
N/A
|
159K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.6K+ 33.01% |
N/A
|
268K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.1K+ 612.42% |
N/A
|
67.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.1K+ 15.12% |
N/A
|
435K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
54K+ 220.04% |
N/A
|
78.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43.8KNew |
N/A
|
43.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43K+ 3.19% |
N/A
|
1.39M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
31.1KNew |
N/A
|
31.1K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.5KNew |
N/A
|
30.5K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25K+ 93.59% |
N/A
|
51.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 11.43% |
N/A
|
228K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9K+ 31.89% |
N/A
|
94.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
22.4K+ 26362.35% |
N/A
|
22.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.8K+ 5.62% |
N/A
|
391K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
19.3K+ 23.33% |
N/A
|
102K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.7K+ 82.92% |
N/A
|
41.3K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.7KNew |
N/A
|
16.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.4K+ 4.57% |
N/A
|
374K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 37.87% |
N/A
|
52.3K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.5K+ 51.89% |
N/A
|
36.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.4K+ 14.06% |
N/A
|
84.3K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
9.64KNew |
N/A
|
9.64K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.53K+ 8.63% |
N/A
|
120K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.24K+ 12.75% |
N/A
|
81.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.57KNew |
N/A
|
8.57K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.55KNew |
N/A
|
7.55K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.74KNew |
N/A
|
6.74K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
6.72KNew |
N/A
|
6.72K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.54K+ 9.9% |
N/A
|
72.6K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6.53K+ 292.08% |
N/A
|
8.77K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.53K+ 10.5% |
N/A
|
68.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.4K+ 30.62% |
N/A
|
27.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
N/A
|
6.04K
$0
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.99KNew |
N/A
|
5.99K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.78K+ 8.31% |
N/A
|
75.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.68KNew |
N/A
|
5.68K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.23KNew |
N/A
|
4.23K
$0
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.45KNew |
N/A
|
3.45K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.27KNew |
N/A
|
3.27K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$0
|