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 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.02K+ 0.87% |
N/A
|
349K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$0
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.04K+ 3.68% |
N/A
|
57.6K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
1.97K+ 3.17% |
N/A
|
64.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.63K+ 8.21% |
N/A
|
21.5K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.47K+ 183.31% |
N/A
|
2.28K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 32.64% |
N/A
|
5.94K
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
977New |
N/A
|
977
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
968+ 16.67% |
N/A
|
6.78K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
917+ 1.23% |
N/A
|
75.2K
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
915+ 9.34% |
N/A
|
10.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
880+ 16.14% |
N/A
|
6.33K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
846+ 22.44% |
N/A
|
4.62K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
807+ 5.72% |
N/A
|
14.9K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
766+ 12.82% |
N/A
|
6.74K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
700+ 271.32% |
N/A
|
958
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
641+ 37.01% |
N/A
|
2.37K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
584+ 0.89% |
N/A
|
66.1K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
581+ 11.39% |
N/A
|
5.68K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
476+ 0.98% |
N/A
|
49.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
457New |
N/A
|
457
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
438+ 1.33% |
N/A
|
33.4K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
345+ 0.78% |
N/A
|
44.4K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
316+ 23.96% |
N/A
|
1.64K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
228+ 3.39% |
N/A
|
6.96K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
200+ 1.19% |
N/A
|
17.1K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
187+ 5.06% |
N/A
|
3.88K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 6.25% |
N/A
|
2.55K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
130New |
N/A
|
130
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
114+ 11400.0% |
N/A
|
115
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
92+ 1.29% |
N/A
|
7.25K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
67+ 0.56% |
N/A
|
12.1K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
58+ 0.06% |
N/A
|
100K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
52New |
N/A
|
52
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
42+ 0.34% |
N/A
|
12.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
BUY
|
- |
28+ 0.41% |
N/A
|
6.88K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
28+ 0.42% |
N/A
|
6.65K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 0.43% |
N/A
|
6.09K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
25+ 0.14% |
N/A
|
17.3K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.42% |
N/A
|
5.97K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19+ 0.42% |
N/A
|
4.5K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11New |
N/A
|
11
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11+ 0.05% |
N/A
|
24.1K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9+ 0.43% |
N/A
|
2.11K
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
N/A
|
8
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4+ 0.04% |
N/A
|
9.51K
$0
|