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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 2.43% |
$5.96K - $6.43K
|
3.2K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
67+ 1.35% |
$5.25K - $5.67K
|
5.02K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52+ 0.33% |
$4.08K - $4.4K
|
15.6K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
35+ 0.22% |
$2.75K - $2.96K
|
15.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.28% |
$1.73K - $1.86K
|
7.78K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18+ 0.33% |
$1.41K - $1.52K
|
5.46K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.32% |
$1.02K - $1.1K
|
4.05K
$311K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
12+ 0.02% |
$941 - $1.01K
|
66.7K
$5.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.28% |
$941 - $1.01K
|
4.3K
$330K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.16% |
$627 - $676
|
4.92K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$549 - $592
|
4.15K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.05% |
$314 - $338
|
7.59K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$235 - $254
|
905
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.07% |
$235 - $254
|
4.52K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3+ 0.07% |
$235 - $254
|
4.19K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$157 - $169
|
610
$46.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$78.4 - $84.6
|
271
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$78.4 - $84.6
|
2.41K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$78.4 - $84.6
|
2.69K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.76% |
$235 - $254
|
392
$30.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-5- 0.03% |
$392 - $423
|
14.4K
$1.11M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 0.14% |
$941 - $1.01K
|
8.56K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25- 3.06% |
$1.96K - $2.11K
|
792
$60.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.19% |
$2.51K - $2.71K
|
17.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-34- 6.27% |
$2.67K - $2.88K
|
508
$39K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-50- 1.11% |
$3.92K - $4.23K
|
4.47K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.51% |
$4.63K - $4.99K
|
11.6K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-72- 2.16% |
$5.65K - $6.09K
|
3.27K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-85- 3.14% |
$6.67K - $7.19K
|
2.62K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-97- 0.22% |
$7.61K - $8.2K
|
43.8K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-138- 1.53% |
$10.8K - $11.7K
|
8.91K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-161- 1.38% |
$12.6K - $13.6K
|
11.5K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-170- 1.97% |
$13.3K - $14.4K
|
8.46K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-241- 12.38% |
$18.9K - $20.4K
|
1.71K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-312- 0.28% |
$24.5K - $26.4K
|
110K
$8.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-332- 6.0% |
$26K - $28.1K
|
5.2K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-351- 2.52% |
$27.5K - $29.7K
|
13.6K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-355- 4.57% |
$27.8K - $30K
|
7.41K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-383- 3.67% |
$30K - $32.4K
|
10K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-386- 8.85% |
$30.3K - $32.6K
|
3.98K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-532- 11.99% |
$41.7K - $45K
|
3.91K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-535- 4.21% |
$42K - $45.2K
|
12.2K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-650- 1.5% |
$51K - $55K
|
42.8K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-800- 8.77% |
$62.7K - $67.6K
|
8.32K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-844- 9.75% |
$66.2K - $71.4K
|
7.81K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 13.45% |
$87.7K - $94.5K
|
7.2K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.14K- 2.31% |
$89.1K - $96.1K
|
48K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 25.02% |
$92.6K - $99.9K
|
3.54K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.29K- 6.66% |
$101K - $109K
|
18.1K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.29K- 76.39% |
$101K - $109K
|
400
$30.7K
|