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 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.28% |
$914 - $1.02K
|
4.31K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10+ 0.27% |
$762 - $851
|
3.72K
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 3.72% |
$686 - $765
|
251
$20.7K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.02% |
$457 - $510
|
28.3K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$305 - $340
|
6.54K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.03% |
$305 - $340
|
13.2K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.03% |
$305 - $340
|
15.6K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.41% |
$152 - $170
|
484
$39.9K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$152 - $170
|
612
$50.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.2 - $85.1
|
3.27K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$76.2 - $85.1
|
272
$22.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.45% |
$76.2 - $85.1
|
225
$18.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.05% |
$152 - $170
|
4.15K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-37- 0.88% |
$2.82K - $3.15K
|
4.15K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-60- 11.26% |
$4.57K - $5.1K
|
473
$39K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-85- 0.59% |
$6.47K - $7.23K
|
14.3K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 1.3% |
$7.31K - $8.16K
|
7.32K
$603K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-109- 0.85% |
$8.3K - $9.27K
|
12.7K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-142- 10.92% |
$10.8K - $12.1K
|
1.16K
$95.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-145- 1.44% |
$11K - $12.3K
|
9.9K
$816K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 2.39% |
$13.1K - $14.6K
|
7.02K
$579K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-244- 6.14% |
$18.6K - $20.8K
|
3.73K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-260- 3.31% |
$19.8K - $22.1K
|
7.6K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 39.66% |
$30.4K - $33.9K
|
607
$50K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-413- 9.41% |
$31.5K - $35.1K
|
3.97K
$328K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-437- 3.78% |
$33.3K - $37.2K
|
11.1K
$918K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-484- 9.85% |
$36.9K - $41.2K
|
4.43K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-500- 9.62% |
$38.1K - $42.5K
|
4.7K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-552- 10.12% |
$42K - $46.9K
|
4.9K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-593- 14.76% |
$45.2K - $50.4K
|
3.43K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-662- 1.43% |
$50.4K - $56.3K
|
45.6K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-700- 8.41% |
$53.3K - $59.5K
|
7.62K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-726- 1.66% |
$55.3K - $61.7K
|
43.1K
$3.55M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 19.96% |
$60.9K - $68K
|
3.21K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-875- 7.58% |
$66.6K - $74.4K
|
10.7K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 4.0% |
$87.6K - $97.8K
|
27.6K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.21K- 27.13% |
$92.3K - $103K
|
3.26K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.3K- 16.47% |
$98.9K - $110K
|
6.59K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.49K- 8.22% |
$114K - $127K
|
16.7K
$1.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.21K- 3.31% |
$168K - $188K
|
64.5K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.35K- 26.35% |
$179K - $200K
|
6.56K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.02K- 38.37% |
$230K - $257K
|
4.85K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-3.41K- 12.74% |
$260K - $290K
|
23.4K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.49K- 11.29% |
$266K - $297K
|
27.4K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.07K- 8.47% |
$310K - $346K
|
43.9K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 42.2% |
$315K - $352K
|
5.67K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.69K- 60.01% |
$357K - $399K
|
3.12K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.09K- 21.97% |
$388K - $433K
|
18.1K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.3K- 3.29% |
$404K - $451K
|
155K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.73K- 4.01% |
$437K - $488K
|
137K
$11.3M
|