Purchases and Sales Made in Q3 2023 in Ishares Morningstar U.S. Equit (ILCB)

ILCB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR U.S. EQUIT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
219K
New
$12.9M - $13.9M
219K $18.3M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
27.3K
+ 53.49%
$1.6M - $1.72M
78.3K $6.53M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
21.8K
+ 38.15%
$1.28M - $1.38M
79.1K $6.59M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
11.3K
+ 24.38%
$664K - $715K
57.7K $4.81M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.82K
+ 85.9%
$459K - $494K
16.9K $1.41M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
6.55K
New
$385K - $414K
6.55K $546K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
5.42K
New
$318K - $342K
5.42K $452K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.67K
+ 2.38%
$274K - $295K
201K $16.7M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
4.55K
New
$267K - $287K
4.55K $379K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
4.49K
+ 114.44%
$263K - $283K
8.4K $700K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
3.94K
New
$231K - $249K
3.94K $329K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
3.75K
New
$220K - $237K
3.75K $313K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.64K
New
$214K - $230K
3.64K $303K
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
3.6K
New
$211K - $227K
3.6K $300K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.59K
+ 9.14%
$152K - $164K
31K $2.58M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.72K
+ 7.57%
$101K - $109K
24.4K $2.04M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.61K
New
$94.7K - $102K
1.61K $134K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.29K
+ 1.07%
$75.9K - $81.7K
123K $10.2M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.26K
+ 0.83%
$73.9K - $79.6K
152K $12.7M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
1.23K
New
$72.1K - $77.6K
1.23K $102K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
1.12K
+ 1.14%
$65.6K - $70.6K
98.9K $8.24M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.07K
+ 3.99%
$62.7K - $67.5K
27.8K $2.32M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
876
New
$51.4K - $55.3K
876 $73K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
868
+ 2.52%
$50.9K - $54.8K
35.3K $2.94M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
845
+ 32.78%
$49.6K - $53.4K
3.42K $285K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
662
+ 11.66%
$38.8K - $41.8K
6.34K $528K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
639
+ 0.9%
$37.5K - $40.4K
71.7K $5.98M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
498
+ 2.13%
$29.2K - $31.5K
23.9K $1.99M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
392
+ 23.84%
$23K - $24.8K
2.04K $170K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
196
New
$11.5K - $12.4K
196 $16.3K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
114
+ 1.15%
$6.69K - $7.2K
10K $837K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
67
+ 0.44%
$3.93K - $4.23K
15.4K $1.28M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
50
New
$2.93K - $3.16K
50 $4.17K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
48
+ 0.4%
$2.82K - $3.03K
12K $1M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

SELL
 -
-1
- 0.03%
$58.7 - $63.2
3.08K $257K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

SELL
 -
-1
- 0.02%
$58.7 - $63.2
6.51K $542K
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
SELL
 -
-5
- 0.1%
$293 - $316
5.25K $438K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-29
- 5.68%
$1.7K - $1.83K
482 $40.2K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

SELL
 -
-90
- 2.57%
$5.28K - $5.69K
3.41K $284K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-90
- 9.86%
$5.28K - $5.69K
823 $68.6K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-92
- 1.27%
$5.4K - $5.81K
7.15K $596K
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-95
- 0.96%
$5.57K - $6K
9.84K $820K
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

SELL
 -
-123
- 31.46%
$7.22K - $7.77K
268 $22.3K
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
SELL
 -
-188
- 3.16%
$11K - $11.9K
5.76K $480K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

SELL
 -
-239
- 1.43%
$14K - $15.1K
16.5K $1.37M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-472
- 1.22%
$27.7K - $29.8K
38.1K $3.17M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

SELL
 -
-491
- 4.17%
$28.8K - $31K
11.3K $940K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-548
- 4.12%
$32.2K - $34.6K
12.7K $1.06M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-550
- 7.07%
$32.3K - $34.7K
7.23K $602K

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