Latest Institutional Sells of Ishares Morningstar Growth ETF (ILCG)
This list provides information on the latest institutional transactions involving Ishares Morningstar Growth ETF (ILCG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-49- 0.21% |
N/A
|
23.1K
$0
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13- 0.15% |
N/A
|
8.72K
$0
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
N/A
|
1.66K
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-99.7K- 89.07% |
N/A
|
12.2K
$0
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-13.2K- 26.09% |
N/A
|
37.4K
$0
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.61K- 99.7% |
N/A
|
20
$0
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.8K- 83.73% |
N/A
|
933
$0
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-4.63KClosed |
N/A
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.07K- 96.23% |
N/A
|
81
$0
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-378- 0.52% |
N/A
|
72K
$0
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-348- 2.11% |
N/A
|
16.1K
$0
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-291- 10.37% |
N/A
|
2.51K
$0
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-250- 3.34% |
N/A
|
7.23K
$0
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 3.75% |
N/A
|
4.16K
$0
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-153- 11.9% |
N/A
|
1.13K
$0
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-99- 3.23% |
N/A
|
2.96K
$0
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-83- 1.95% |
N/A
|
4.17K
$0
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-5.92K- 63.61% |
N/A
|
3.39K
$0
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.23K- 18.74% |
N/A
|
9.65K
$0
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.89KClosed |
N/A
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.67K- 5.99% |
N/A
|
26.2K
$0
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-470- 7.29% |
N/A
|
5.98K
$0
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300- 11.76% |
N/A
|
2.25K
$0
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-160- 2.38% |
N/A
|
6.56K
$0
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-100- 2.18% |
N/A
|
4.49K
$0
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-43- 9.71% |
N/A
|
400
$0
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-32- 0.44% |
N/A
|
7.22K
$0
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-13- 0.21% |
N/A
|
6.07K
$0
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-583- 10.21% |
N/A
|
5.13K
$0
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-490- 10.64% |
N/A
|
4.12K
$0
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-487- 5.06% |
N/A
|
9.13K
$0
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.3% |
N/A
|
4.24K
$0
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-37- 3.88% |
N/A
|
916
$0
|
|
Q3 2023 | |||||||
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.78K- 34.2% |
N/A
|
3.43K
$0
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-550- 21.78% |
N/A
|
1.98K
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.31K- 12.86% |
N/A
|
36K
$0
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.84K- 39.77% |
N/A
|
4.3K
$0
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.86KClosed |
N/A
|
0
$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
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-575- 7.37% |
N/A
|
7.23K
$0
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-12- 0.17% |
N/A
|
7.04K
$0
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-439- 4.7% |
N/A
|
8.9K
$0
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-90- 8.26% |
N/A
|
1K
$0
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 9.42% |
N/A
|
279
$0
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-31.1K- 86.19% |
N/A
|
4.99K
$0
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-800- 9.5% |
N/A
|
7.63K
$0
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-658- 91.9% |
N/A
|
58
$0
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-396- 3.06% |
N/A
|
12.6K
$0
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-375- 23.81% |
N/A
|
1.2K
$0
|