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 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.02% |
N/A
|
11.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-348- 11.8% |
N/A
|
2.6K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
750New |
N/A
|
750
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-225Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-8.43KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.86KNew |
N/A
|
6.86K
$0
|
|
| Q3 2021 | |||||||
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
6.88KNew |
N/A
|
6.88K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-27.8KClosed |
N/A
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
538New |
N/A
|
538
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
160New |
N/A
|
160
$0
|
|
| Q2 2021 | |||||||
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-83Closed |
N/A
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-18.4KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
BUY
|
- |
400+ 400.0% |
N/A
|
500
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
3.4K+ 400.0% |
N/A
|
4.25K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
84+ 400.0% |
N/A
|
105
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 400.0% |
N/A
|
2.6K
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-712Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100+ 400.0% |
N/A
|
125
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 400.0% |
N/A
|
30
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
796+ 400.0% |
N/A
|
995
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
8.69K+ 393.97% |
N/A
|
10.9K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-739Closed |
N/A
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-112Closed |
N/A
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
39.3KNew |
N/A
|
39.3K
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
1.04K+ 400.0% |
N/A
|
1.3K
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-94Closed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-19Closed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-786Closed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-510Closed |
N/A
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-54.3KClosed |
N/A
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-107Closed |
N/A
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-691Closed |
N/A
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-826Closed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
715New |
N/A
|
715
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-165Closed |
N/A
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-18.6KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|