Purchases and Sales Made in Q3 2025 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
198K+ 72.58% |
$17M - $18.4M
|
471K
$43.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
25.1K+ 153.67% |
$2.15M - $2.33M
|
41.5K
$3.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.6K+ 314.39% |
$1.16M - $1.26M
|
17.9K
$1.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.71KNew |
$318K - $344K
|
3.71K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.4K+ 19.41% |
$120K - $130K
|
8.62K
$795K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
993New |
$85.1K - $92K
|
993
$91.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
186+ 0.26% |
$15.9K - $17.2K
|
71.3K
$6.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
179+ 0.62% |
$15.3K - $16.6K
|
28.8K
$2.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14+ 0.29% |
$1.2K - $1.3K
|
4.92K
$454K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.26% |
$1.11K - $1.2K
|
4.93K
$455K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11+ 0.28% |
$942 - $1.02K
|
3.93K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.29% |
$600 - $649
|
2.42K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$600 - $649
|
4.16K
$384K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$85.7 - $92.7
|
2.7K
$248K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 3.03% |
$2.06K - $2.22K
|
768
$70.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-55- 1.09% |
$4.71K - $5.1K
|
5K
$461K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-82- 0.65% |
$7.02K - $7.6K
|
12.5K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-252- 3.58% |
$21.6K - $23.4K
|
6.79K
$626K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-338- 1.69% |
$29K - $31.3K
|
19.6K
$1.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-399- 6.06% |
$34.2K - $37K
|
6.19K
$570K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 14.04% |
$34.3K - $37.1K
|
2.45K
$226K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-812- 22.12% |
$69.6K - $75.2K
|
2.86K
$264K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 1.57% |
$118K - $127K
|
86.2K
$7.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.54K- 4.7% |
$560K - $606K
|
133K
$12.2M
|