Who owns iShares Morningstar Large Growth?
- Ticker: ILCG
- CUSIP Number: 464287119
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Large Growth with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Morningstar Large Growth this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 1.4M | $105M | 4% | Mar 2024 |
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LPL Financial | 1.3M | $95M | 11% | Mar 2024 |
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Thrive Capital Management | 912k | $47M | 100% | Mar 2024 |
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Wells Fargo & Company | 717k | $54M | -2% | Mar 2024 |
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Financial Advisory Service | 659k | $50M | 3% | Mar 2024 |
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Bank of America Corporation | 574k | $43M | -4% | Mar 2024 |
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Atlantic Trust | 506k | $38M | -1% | Mar 2024 |
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Commonwealth Equity Services | 442k | $33M | 2% | Mar 2024 |
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Ameriprise Financial | 392k | $30M | 6% | Mar 2024 |
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H D Vest Advisory Services | 362k | $27M | -3% | Mar 2024 |
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UBS Group | 317k | $24M | -9% | Mar 2024 |
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Jpmorgan Chase & Co | 268k | $20M | 0% | Mar 2024 |
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Advisor Group Holdings | 214k | $16M | -2% | Mar 2024 |
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Raymond James Financial Services Advisors | 189k | $14M | 69% | Mar 2024 |
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Envestnet Asset Management | 176k | $13M | 106% | Mar 2024 |
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Rockefeller Capital Management | 163k | $11M | -1% | Dec 2023 |
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Kiley Juergens Wealth Management | 155k | $12M | -1% | Mar 2024 |
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Sanctuary Wealth Management | 141k | $11M | 13% | Mar 2024 |
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CI Private Wealth | 120k | $9.0M | 0% | Mar 2024 |
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Royal Bank of Canada | 118k | $8.9M | 7% | Mar 2024 |
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Cornerstone Wealth Management | 117k | $8.8M | 2% | Mar 2024 |
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Sunburst Financial Group | 113k | $8.5M | -16% | Mar 2024 |
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LongView Wealth Management | 112k | $8.5M | 19% | Mar 2024 |
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Goldman Sachs Group | 112k | $8.4M | 1382% | Mar 2024 |
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Pensionmark Financial Group | 106k | $8.0M | 100% | Mar 2024 |
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DB Wealth Management Group | 102k | $6.9M | 23% | Dec 2023 |
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Aspire Wealth Management Corp | 100k | $7.5M | -1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 92k | $7.0M | 21% | Mar 2024 |
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Mariner Wealth Advisors | 91k | $6.8M | 11% | Mar 2024 |
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Raymond James & Associates | 89k | $6.7M | -6% | Mar 2024 |
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Captrust Financial Advisors | 81k | $6.1M | -4% | Mar 2024 |
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Woodard & Co Asset Management Group | 77k | $5.8M | -2% | Mar 2024 |
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Prime Capital Investment Advisors | 74k | $5.0M | 0% | Dec 2023 |
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Level Four Advisory Services | 72k | $4.9M | 0% | Mar 2024 |
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Cambridge Investment Research Advisors | 71k | $5.3M | -6% | Mar 2024 |
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Marietta Wealth Management | 66k | $5.0M | 0% | Mar 2024 |
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David J.Sculati | 65k | $4.9M | 1% | Mar 2024 |
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One Capital Management | 63k | $4.7M | -14% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 60k | $4.5M | -14% | Mar 2024 |
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Johnson Investment Counsel | 59k | $4.4M | 0% | Mar 2024 |
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Creative Planning | 58k | $4.3M | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 57k | $4.3M | 10% | Mar 2024 |
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Strategic Financial Concepts | 55k | $4.1M | 27% | Mar 2024 |
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Stifel Financial | 54k | $4.1M | 2% | Mar 2024 |
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Atria Wealth Solutions | 52k | $3.9M | 0% | Mar 2024 |
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Retirement Planning Group | 51k | $3.8M | 0% | Mar 2024 |
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Merit Financial Group | 49k | $3.7M | 0% | Mar 2024 |
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Dentgroup | 49k | $3.7M | -9% | Mar 2024 |
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CWM | 46k | $3.5M | -1% | Mar 2024 |
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Bank of New York Mellon | 45k | $3.4M | 1% | Mar 2024 |
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Madison Wealth Partners | 45k | $3.4M | 0% | Mar 2024 |
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Citadel Advisors | 42k | $3.2M | 2% | Mar 2024 |
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Focus Financial Network | 40k | $2.7M | 100% | Dec 2023 |
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RFG Advisory | 39k | $3.0M | 7% | Mar 2024 |
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Focus Financial Network | 39k | $2.8M | 100% | Mar 2024 |
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Money Concepts Capital Corp | 37k | $2.8M | -6% | Mar 2024 |
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Brand Asset Management Group | 37k | $2.8M | 0% | Mar 2024 |
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Twin Focus Capital Partners | 36k | $2.7M | 0% | Mar 2024 |
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GenWealth Group | 35k | $2.6M | -1% | Mar 2024 |
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Arkadios Wealth Advisors | 34k | $2.6M | -3% | Mar 2024 |
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Branch Banking & Trust Company | 33k | $2.5M | -1% | Mar 2024 |
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Davenport & Co | 33k | $2.5M | -2% | Mar 2024 |
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Citigroup | 32k | $2.4M | -5% | Mar 2024 |
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Adell, Harriman, & Carpenter | 31k | $2.4M | -3% | Mar 2024 |
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CoreCap Advisors | 31k | $2.1M | 100% | Dec 2023 |
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FMR | 30k | $2.2M | 47% | Mar 2024 |
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North Star Investment Management | 28k | $2.1M | 0% | Mar 2024 |
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Private Advisor | 28k | $2.1M | 4% | Mar 2024 |
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Adviser Investments | 26k | $2.0M | -6% | Mar 2024 |
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HighTower Advisors | 25k | $1.9M | -2% | Mar 2024 |
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Sweet Financial Partners | 24k | $1.8M | 0% | Mar 2024 |
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National Asset Management | 24k | $1.4M | 1% | Mar 2024 |
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Pinnacle Financial Group, LLC / IL | 23k | $1.7M | -4% | Mar 2024 |
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Cape Investment Advisory | 23k | $1.6M | -1% | Dec 2023 |
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Shira Ridge Wealth Management | 23k | $1.7M | -1% | Mar 2024 |
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Rodgers & Associates | 22k | $1.7M | -6% | Mar 2024 |
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Susquehanna International | 21k | $1.6M | -49% | Mar 2024 |
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Envestnet Portfolio Solutions | 21k | $1.6M | 7% | Mar 2024 |
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Towerpoint Wealth | 21k | $1.5M | -2% | Mar 2024 |
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Eqis Capital Management | 20k | $1.5M | 100% | Mar 2024 |
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Atria Investments | 20k | $1.3M | 100% | Dec 2023 |
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Horst & Graben Wealth Management | 19k | $1.5M | -1% | Mar 2024 |
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XML Financial | 18k | $1.4M | -3% | Mar 2024 |
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Capital Advisors | 17k | $1.3M | 0% | Mar 2024 |
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Gladstone Institutional Advisory | 17k | $1.2M | 1% | Dec 2023 |
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Brian McDonald | 17k | $1.3M | -2% | Mar 2024 |
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Full Sail Capital | 17k | $1.2M | -15% | Mar 2024 |
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Investors Research Corp | 16k | $1.2M | 81% | Mar 2024 |
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Andina Capital Management | 16k | $1.2M | -13% | Mar 2024 |
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Savant Capital Management | 16k | $1.2M | 0% | Mar 2024 |
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Csenge Advisory Group | 15k | $1.1M | 6% | Mar 2024 |
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MAI Wealth Advisors | 14k | $1.1M | 0% | Mar 2024 |
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Global Assets Advisory | 14k | $183k | 100% | Mar 2024 |
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Wealthstream Advisors | 14k | $1.0M | 0% | Mar 2024 |
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Hoese & Co | 13k | $989k | 24% | Mar 2024 |
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Geneos Wealth Management | 13k | $1.0M | 30% | Mar 2024 |
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Private Wealth Strategies | 12k | $932k | 0% | Mar 2024 |
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Roman Butler Fullerton & Co | 12k | $866k | 0% | Mar 2024 |
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Wealthquest | 12k | $907k | -58% | Mar 2024 |
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EP Wealth Advisors | 12k | $805k | 0% | Dec 2023 |
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Essex Financial Services | 12k | $887k | 0% | Mar 2024 |
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Two Sigma Investments | 12k | $868k | -58% | Mar 2024 |
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Patriot Financial Group Insurance Agency | 11k | $852k | 0% | Mar 2024 |
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Kingsview Wealth Management | 11k | $832k | -13% | Mar 2024 |
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Flow Traders US | 10k | $779k | 100% | Mar 2024 |
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VisionPoint Advisory Group | 9.8k | $740k | 14% | Mar 2024 |
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Marshall Wace | 9.8k | $739k | 100% | Mar 2024 |
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Goldstein Advisors | 9.8k | $738k | -4% | Mar 2024 |
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Cooper Financial Group | 9.6k | $728k | -19% | Mar 2024 |
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Cedar Point Capital Partners | 9.6k | $654k | 100% | Dec 2023 |
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Private Trust Co Na | 9.5k | $718k | -3% | Mar 2024 |
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Kestra Private Wealth Services | 9.5k | $718k | 0% | Mar 2024 |
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Sigma Planning | 9.5k | $714k | 119% | Mar 2024 |
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Summit Asset Management | 9.1k | $686k | 0% | Mar 2024 |
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Advisory Services Network | 9.0k | $681k | -2% | Mar 2024 |
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Goss Wealth Management | 9.0k | $681k | -1% | Mar 2024 |
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Gail Mannix | 8.9k | $672k | 0% | Mar 2024 |
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Blue Barn Wealth | 8.7k | $659k | 2% | Mar 2024 |
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Integrated Wealth Concepts | 8.7k | $656k | -16% | Mar 2024 |
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Nomura Asset Management | 8.2k | $617k | 0% | Mar 2024 |
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Betterment | 8.1k | $613k | 100% | Mar 2024 |
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HB Wealth Management | 8.1k | $610k | 0% | Mar 2024 |
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Wharton Business Group | 8.0k | $603k | 0% | Mar 2024 |
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HPM Partners | 8.0k | $602k | 100% | Mar 2024 |
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HHM Wealth Advisors | 7.6k | $576k | 0% | Mar 2024 |
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Strategic Blueprint | 7.4k | $557k | 22% | Mar 2024 |
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Bowman & Co S.C. | 7.3k | $551k | -4% | Mar 2024 |
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J.w. Cole Advisors | 7.3k | $548k | 4% | Mar 2024 |
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Cedar Brook Financial Partners | 7.2k | $545k | 0% | Mar 2024 |
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Courage Miller Partners | 7.0k | $528k | 0% | Mar 2024 |
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Fortune 45 | 6.9k | $520k | 0% | Mar 2024 |
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TNF | 6.9k | $499k | 0% | Mar 2024 |
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Tower Research Capital | 6.8k | $516k | -19% | Mar 2024 |
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Baystate Wealth Management | 6.8k | $460k | 17% | Dec 2023 |
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Vision Capital Management | 6.7k | $509k | 0% | Mar 2024 |
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Buckingham Asset Management | 6.7k | $507k | 0% | Mar 2024 |
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Ashton Thomas Private Wealth | 6.6k | $500k | 11% | Mar 2024 |
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Fulcrum Equity Management | 6.6k | $495k | -2% | Mar 2024 |
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Kovack Advisors | 6.5k | $492k | -2% | Mar 2024 |
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Principal Securities | 6.4k | $483k | 13% | Mar 2024 |
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Sunbelt Securities | 6.3k | $476k | 0% | Mar 2024 |
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William Blair $ Company | 6.1k | $462k | 8% | Mar 2024 |
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Global Retirement Partners | 6.1k | $460k | -10% | Mar 2024 |
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Red Tortoise | 6.1k | $459k | 0% | Mar 2024 |
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Outlook Wealth Advisors | 6.0k | $451k | -7% | Mar 2024 |
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Beacon Financial Advisory | 6.0k | $451k | 0% | Mar 2024 |
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Capital Analysts | 6.0k | $451k | 0% | Mar 2024 |
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Kestra Advisory Services | 5.9k | $403k | 33% | Dec 2023 |
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Bank Of Montreal | 5.7k | $434k | 498% | Mar 2024 |
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Accel Wealth Management | 5.7k | $432k | -8% | Mar 2024 |
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International Assets Investment Management | 5.6k | $423k | -25% | Mar 2024 |
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Signature Securities Group Corporation | 5.4k | $405k | -7% | Mar 2024 |
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Mather Group | 5.0k | $339k | -22% | Mar 2024 |
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Mainstay Capital Management | 3.4k | $256k | -64% | Mar 2024 |
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Assetmark | 1.1k | $84k | -95% | Mar 2024 |
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Who sold out of iShares Morningstar Large Growth?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Hartland & Co | Sep 2023 | 614k | $37M |
Win Advisors | Dec 2023 | 31k | $2.1M |
Clear Creek Financial Management | Dec 2023 | 9.1k | $620k |
RMB Capital Management | Sep 2023 | 8.9k | $529k |