Latest Institutional Transactions on Ishares Morningstar Growth ETF (ILCG)
This table provides information on the latest institutional transactions involving Ishares Morningstar Growth ETF (ILCG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-999Closed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-251Closed |
N/A
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.47KClosed |
N/A
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.42KClosed |
N/A
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-59.7KClosed |
N/A
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
G&S Capital LLC
|
SELL
|
- |
-2.69KClosed |
N/A
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-108Closed |
N/A
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-51- 98.08% |
N/A
|
1
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-207Closed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.83KClosed |
N/A
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-154KClosed |
N/A
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.81KClosed |
N/A
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.96KClosed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.08K+ 518.45% |
N/A
|
2.48K
$0
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.58KClosed |
N/A
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.05KClosed |
N/A
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-398Closed |
N/A
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.11KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-549KClosed |
N/A
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-470Closed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-289Closed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Marco Investment Management LLC
|
SELL
|
- |
-1.06KClosed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5New |
N/A
|
5
$0
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.36KClosed |
N/A
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-460Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Bank Of The West
|
SELL
|
- |
-2.81KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
215New |
N/A
|
215
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.32K+ 103.94% |
N/A
|
2.59K
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.08KClosed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Oct 19, 2018
Q3 2018
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.69KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
Jul 23, 2018
Q2 2018
|
Horan Securities, Inc.
|
SELL
|
- |
-353Closed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.46KClosed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.08KClosed |
N/A
|
0
$0
|