Purchases and Sales Made in Q1 2025 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR U.S. EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.94K+ 3.42% |
$452K - $505K
|
179K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.47KNew |
$340K - $380K
|
4.47K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.47K+ 3.66% |
$112K - $125K
|
41.6K
$3.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
800New |
$60.9K - $68K
|
800
$58.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
627+ 18.11% |
$47.8K - $53.3K
|
4.09K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
448+ 42.75% |
$34.1K - $38.1K
|
1.5K
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
199+ 6.56% |
$15.2K - $16.9K
|
3.23K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
193+ 0.29% |
$14.7K - $16.4K
|
66.3K
$4.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
115New |
$8.76K - $9.78K
|
115
$8.37K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.28% |
$914 - $1.02K
|
4.31K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 3.72% |
$686 - $765
|
251
$18.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$305 - $340
|
6.54K
$476K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.2 - $85.1
|
3.27K
$238K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$76.2 - $85.1
|
272
$19.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-85- 0.59% |
$6.47K - $7.23K
|
14.3K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-145- 1.44% |
$11K - $12.3K
|
9.9K
$720K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-244- 6.14% |
$18.6K - $20.8K
|
3.73K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-437- 3.78% |
$33.3K - $37.2K
|
11.1K
$811K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-552- 10.12% |
$42K - $46.9K
|
4.9K
$357K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-662- 1.43% |
$50.4K - $56.3K
|
45.6K
$3.32M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.49K- 8.22% |
$114K - $127K
|
16.7K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.21K- 3.31% |
$168K - $188K
|
64.5K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.26K- 16.76% |
$705K - $788K
|
46K
$3.35M
|