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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.12K- 15.14% |
$618K - $690K
|
45.5K
$3.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.26K- 16.76% |
$705K - $788K
|
46K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.68K- 2.46% |
$738K - $824K
|
384K
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.5KClosed |
$876K - $979K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 8.99% |
$1.06M - $1.18M
|
140K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 55.99% |
$1.37M - $1.53M
|
14.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40.4K- 31.57% |
$3.08M - $3.44M
|
87.6K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-64K- 37.2% |
$4.88M - $5.44M
|
108K
$8.91M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-80.1K- 59.43% |
$6.1M - $6.81M
|
54.7K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-94.2K- 86.95% |
$7.17M - $8.01M
|
14.1K
$1.16M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-306K- 99.62% |
$23.3M - $26.1M
|
1.16K
$95.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-400K- 80.84% |
$30.4M - $34M
|
94.7K
$7.81M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07M- 85.05% |
$81.7M - $91.2M
|
189K
$15.5M
|