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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.04K- 11.08% |
$208K - $261K
|
24.4K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.82K- 4.03% |
$262K - $327K
|
90.9K
$8.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 2.9% |
$310K - $387K
|
151K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.9K- 10.77% |
$336K - $420K
|
40.6K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.95K- 2.62% |
$339K - $424K
|
184K
$16.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.31K- 35.72% |
$365K - $456K
|
9.56K
$882K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 11.17% |
$365K - $457K
|
42.3K
$3.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.89K- 6.69% |
$404K - $506K
|
82.2K
$7.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.98K- 79.37% |
$411K - $513K
|
1.56K
$143K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.58K- 23.84% |
$451K - $564K
|
21K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.81K- 14.81% |
$468K - $584K
|
39.2K
$3.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.19K- 49.89% |
$493K - $617K
|
7.22K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.64K- 6.79% |
$524K - $655K
|
105K
$9.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.9K- 40.04% |
$748K - $935K
|
16.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 80.87% |
$783K - $978K
|
2.7K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-12.5K- 53.51% |
$858K - $1.07M
|
10.9K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.9K- 7.19% |
$885K - $1.11M
|
167K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-16.4K- 90.58% |
$1.12M - $1.41M
|
1.7K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.1K- 34.96% |
$1.31M - $1.64M
|
35.6K
$3.28M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.9K- 25.44% |
$6.31M - $7.88M
|
269K
$24.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-102K- 53.28% |
$7.03M - $8.79M
|
89.9K
$8.28M
|