Purchases and Sales Made in Q4 2024 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
7.98K+ 24.78% |
$626K - $675K
|
40.2K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46KNew |
$272K - $293K
|
3.46K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$196K - $211K
|
2.5K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
440+ 0.67% |
$34.5K - $37.2K
|
66.1K
$5.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
198+ 1.22% |
$15.5K - $16.7K
|
16.4K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 2.43% |
$5.96K - $6.43K
|
3.2K
$270K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
12+ 0.02% |
$941 - $1.01K
|
66.7K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$549 - $592
|
4.15K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$235 - $254
|
905
$76.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$157 - $169
|
610
$51.5K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$78.4 - $84.6
|
2.69K
$227K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-5- 0.03% |
$392 - $423
|
14.4K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-50- 1.11% |
$3.92K - $4.23K
|
4.47K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.51% |
$4.63K - $4.99K
|
11.6K
$976K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-72- 2.16% |
$5.65K - $6.09K
|
3.27K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-85- 3.14% |
$6.67K - $7.19K
|
2.62K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-383- 3.67% |
$30K - $32.4K
|
10K
$847K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-800- 8.77% |
$62.7K - $67.6K
|
8.32K
$702K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.29K- 6.66% |
$101K - $109K
|
18.1K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.5K- 57.11% |
$510K - $550K
|
4.88K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9.57K- 17.15% |
$751K - $809K
|
46.2K
$3.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 61.28% |
$936K - $1.01M
|
7.54K
$636K
|