Purchases and Sales Made in Q3 2024 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
372KNew |
$26.5M - $29.5M
|
372K
$31M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
256K+ 237.2% |
$18.3M - $20.3M
|
364K
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
130K+ 163.94% |
$9.31M - $10.3M
|
210K
$17.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
116K+ 866.55% |
$8.31M - $9.22M
|
130K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.8K+ 53.26% |
$6.91M - $7.67M
|
279K
$23.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.5K+ 305.78% |
$5.75M - $6.38M
|
107K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.3K+ 35.22% |
$3.16M - $3.51M
|
170K
$14.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40.2K+ 43.07% |
$2.87M - $3.18M
|
134K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.8K+ 7.57% |
$2.56M - $2.84M
|
509K
$42.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.8K+ 83.96% |
$2.42M - $2.68M
|
74.1K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
32.2KNew |
$2.3M - $2.55M
|
32.2K
$2.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4KNew |
$2.03M - $2.25M
|
28.4K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
26.1KNew |
$1.86M - $2.07M
|
26.1K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 306.51% |
$1.25M - $1.39M
|
23.3K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.3K+ 14.18% |
$1.23M - $1.37M
|
139K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.19M - $1.33M
|
16.7K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
16.2KNew |
$1.15M - $1.28M
|
16.2K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.4KNew |
$1.1M - $1.22M
|
15.4K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.1K+ 15.84% |
$1.01M - $1.12M
|
103K
$8.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 8.02% |
$816K - $906K
|
154K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$798K - $886K
|
11.2K
$932K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11K+ 130.8% |
$788K - $874K
|
19.5K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.91K+ 21.78% |
$708K - $785K
|
55.4K
$4.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.72K+ 160.98% |
$693K - $770K
|
15.8K
$1.31M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.57KNew |
$612K - $679K
|
8.57K
$714K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.58KNew |
$541K - $601K
|
7.58K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.53K+ 100.12% |
$466K - $518K
|
13.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$369K - $410K
|
5.17K
$431K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.44KNew |
$317K - $352K
|
4.44K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.36KNew |
$311K - $346K
|
4.36K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.09K+ 100.24% |
$292K - $324K
|
8.18K
$681K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.66K+ 115.79% |
$261K - $290K
|
6.82K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.35KNew |
$239K - $265K
|
3.35K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.8K+ 44.02% |
$200K - $222K
|
9.16K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.57KNew |
$183K - $204K
|
2.57K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$181K - $201K
|
2.54K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.53K+ 56.31% |
$181K - $201K
|
7.03K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 65.1% |
$104K - $115K
|
3.69K
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.36K+ 17.71% |
$97.1K - $108K
|
9.05K
$754K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.35K+ 15.41% |
$96.2K - $107K
|
10.1K
$841K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.35K+ 5.05% |
$96.1K - $107K
|
28K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 1.11% |
$86.7K - $96.2K
|
111K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
667+ 8.72% |
$47.6K - $52.8K
|
8.31K
$693K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
400New |
$28.6K - $31.7K
|
400
$33.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
394+ 1.48% |
$28.1K - $31.2K
|
27K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
271+ 218.55% |
$19.3K - $21.5K
|
395
$32.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
228+ 0.14% |
$16.3K - $18.1K
|
161K
$13.4M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
188+ 1.2% |
$13.4K - $14.9K
|
15.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
73+ 0.85% |
$5.21K - $5.78K
|
8.63K
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
69+ 0.63% |
$4.93K - $5.47K
|
11.1K
$926K
|