Latest Institutional Purchases of Ishares Morningstar Growth ETF (ILCG)
This list provides information on the latest institutional transactions involving Ishares Morningstar Growth ETF (ILCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
285New |
N/A
|
285
$0
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
180+ 4.75% |
N/A
|
3.97K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
116New |
N/A
|
116
$0
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.7KNew |
N/A
|
43.7K
$0
|
|
|
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 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1KNew |
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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.86KNew |
N/A
|
5.86K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.37KNew |
N/A
|
4.37K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.13KNew |
N/A
|
4.13K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
300+ 6.99% |
N/A
|
4.59K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
212New |
N/A
|
212
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
23.8K+ 29.01% |
N/A
|
106K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.29K+ 25.52% |
N/A
|
35.8K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
596New |
N/A
|
596
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
365+ 8.29% |
N/A
|
4.77K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.24% |
N/A
|
425
$0
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
11.7KNew |
N/A
|
11.7K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.52KNew |
N/A
|
1.52K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
861New |
N/A
|
861
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
550New |
N/A
|
550
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
7+ 0.1% |
N/A
|
7.05K
$0
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.86KNew |
N/A
|
6.86K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
750New |
N/A
|
750
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
2+ 0.02% |
N/A
|
11.9K
$0
|
|
| Q3 2021 | |||||||
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
6.88KNew |
N/A
|
6.88K
$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 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
39.3KNew |
N/A
|
39.3K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
8.69K+ 393.97% |
N/A
|
10.9K
$0
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.48KNew |
N/A
|
5.48K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
3.4K+ 400.0% |
N/A
|
4.25K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 400.0% |
N/A
|
2.6K
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
1.04K+ 400.0% |
N/A
|
1.3K
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
796+ 400.0% |
N/A
|
995
$0
|
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
BUY
|
- |
400+ 400.0% |
N/A
|
500
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100+ 400.0% |
N/A
|
125
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
84+ 400.0% |
N/A
|
105
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 400.0% |
N/A
|
30
$0
|
|
| Q4 2020 | |||||||
|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
715New |
N/A
|
715
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.08K+ 518.45% |
N/A
|
2.48K
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5New |
N/A
|
5
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.32K+ 103.94% |
N/A
|
2.59K
$0
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
215New |
N/A
|
215
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|