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 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-37- 3.88% |
N/A
|
916
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.3% |
N/A
|
4.24K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
130New |
N/A
|
130
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-490- 10.64% |
N/A
|
4.12K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.27KNew |
N/A
|
3.27K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
52New |
N/A
|
52
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
968+ 16.67% |
N/A
|
6.78K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-487- 5.06% |
N/A
|
9.13K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.74KNew |
N/A
|
6.74K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
19.3K+ 23.33% |
N/A
|
102K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-583- 10.21% |
N/A
|
5.13K
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
370New |
N/A
|
370
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
353+ 8.66% |
N/A
|
4.43K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
614KNew |
N/A
|
614K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.91K+ 18.03% |
N/A
|
58.3K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-550- 21.78% |
N/A
|
1.98K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.06KNew |
N/A
|
5.06K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
615New |
N/A
|
615
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.18KNew |
N/A
|
1.18K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.78K- 34.2% |
N/A
|
3.43K
$0
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
180+ 4.75% |
N/A
|
3.97K
$0
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.86KNew |
N/A
|
4.86K
$0
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-575- 7.37% |
N/A
|
7.23K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.05K+ 23.04% |
N/A
|
43K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
327New |
N/A
|
327
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.75K- 16.11% |
N/A
|
9.09K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.39K- 12.33% |
N/A
|
9.87K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
285New |
N/A
|
285
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-12- 0.17% |
N/A
|
7.04K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
116New |
N/A
|
116
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.1KNew |
N/A
|
31.1K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
31.1KNew |
N/A
|
31.1K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.92KNew |
N/A
|
3.92K
$0
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.88KNew |
N/A
|
8.88K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.7KNew |
N/A
|
43.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 9.42% |
N/A
|
279
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-90- 8.26% |
N/A
|
1K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
34+ 0.22% |
N/A
|
15.4K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|