Purchases and Sales Made in Q2 2025 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$480 - $600
|
4.15K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 1.79% |
$480 - $600
|
399
$36.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.27% |
$480 - $600
|
2.61K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.02% |
$412 - $515
|
28.3K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$206 - $257
|
6.54K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$137 - $172
|
614
$56.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$137 - $172
|
11.2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.04% |
$137 - $172
|
4.67K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.21% |
$68.6 - $85.8
|
485
$44.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$68.6 - $85.8
|
371
$34.2K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$68.6 - $85.8
|
2.69K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$68.6 - $85.8
|
273
$25.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.44% |
$68.6 - $85.8
|
226
$20.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3- 0.09% |
$206 - $257
|
3.25K
$300K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 3.59% |
$618 - $772
|
242
$22.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-34- 8.63% |
$2.33K - $2.92K
|
360
$33.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-35- 7.4% |
$2.4K - $3K
|
438
$40.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36- 0.3% |
$2.47K - $3.09K
|
12.2K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-52- 0.71% |
$3.57K - $4.46K
|
7.27K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-53- 1.2% |
$3.64K - $4.55K
|
4.38K
$404K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-54- 1.45% |
$3.71K - $4.63K
|
3.66K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-61- 1.63% |
$4.19K - $5.23K
|
3.67K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-69- 0.54% |
$4.74K - $5.92K
|
12.6K
$1.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-89- 0.62% |
$6.11K - $7.63K
|
14.2K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-96- 44.04% |
$6.59K - $8.23K
|
122
$11.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-110- 1.3% |
$7.55K - $9.44K
|
8.32K
$767K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 4.9% |
$8.1K - $10.1K
|
2.29K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-121- 5.82% |
$8.3K - $10.4K
|
1.96K
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-125- 1.47% |
$8.58K - $10.7K
|
8.38K
$772K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-147- 0.34% |
$10.1K - $12.6K
|
42.9K
$3.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-169- 3.92% |
$11.6K - $14.5K
|
4.14K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-181- 1.06% |
$12.4K - $15.5K
|
16.9K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-238- 6.09% |
$16.3K - $20.4K
|
3.67K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-247- 9.03% |
$17K - $21.2K
|
2.49K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-259- 3.41% |
$17.8K - $22.2K
|
7.34K
$677K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-580- 7.61% |
$39.8K - $49.8K
|
7.04K
$649K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-601- 18.6% |
$41.2K - $51.6K
|
2.63K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-714- 14.21% |
$49K - $61.2K
|
4.31K
$397K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-793- 24.72% |
$54.4K - $68K
|
2.42K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.43% |
$69.9K - $87.3K
|
28.7K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 9.4% |
$71.9K - $89.8K
|
10.1K
$930K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.14K- 8.08% |
$78.4K - $98K
|
13K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 0.85% |
$82.2K - $103K
|
139K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 30.32% |
$85.1K - $106K
|
2.85K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.42K- 7.09% |
$97.1K - $121K
|
18.5K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 8.93% |
$105K - $132K
|
15.6K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.02K- 4.42% |
$138K - $173K
|
43.6K
$4.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.05K- 44.05% |
$141K - $176K
|
2.61K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.55K- 6.11% |
$175K - $218K
|
39.1K
$3.6M
|