Latest Institutional Transactions on Ishares Morningstar U.S. Equit (ILCB)
This table provides information on the latest institutional transactions involving Ishares Morningstar U.S. Equit (ILCB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.57KNew |
$612K - $679K
|
8.57K
$717K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
188+ 1.2% |
$13.4K - $14.9K
|
15.8K
$1.32M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.58KNew |
$541K - $601K
|
7.58K
$634K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-461- 14.55% |
$32.9K - $36.5K
|
2.71K
$226K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.45% |
$71.4 - $79.2
|
224
$18.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7+ 0.18% |
$500 - $555
|
3.88K
$325K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
394+ 1.48% |
$28.1K - $31.2K
|
27K
$2.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.72K+ 160.98% |
$693K - $770K
|
15.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.6K- 2.73% |
$828K - $919K
|
413K
$34.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-402- 17.11% |
$28.7K - $31.9K
|
1.95K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.2K- 2.92% |
$940K - $1.04M
|
437K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
372KNew |
$26.5M - $29.5M
|
372K
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.35KNew |
$239K - $265K
|
3.35K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.19% |
$2.28K - $2.54K
|
17.2K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$798K - $886K
|
11.2K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 65.1% |
$104K - $115K
|
3.69K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.26% |
$571 - $634
|
3.13K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
667+ 8.72% |
$47.6K - $52.8K
|
8.31K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.21K+ 1.11% |
$86.7K - $96.2K
|
111K
$9.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.8K+ 44.02% |
$200K - $222K
|
9.16K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.4K- 80.74% |
$1.89M - $2.09M
|
6.31K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$369K - $410K
|
5.17K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-808- 5.98% |
$57.7K - $64K
|
12.7K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.09% |
$286 - $317
|
4.52K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.23K- 46.34% |
$659K - $731K
|
10.7K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 63.2% |
$1.43M - $1.59M
|
11.7K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 0.18% |
$5.64K - $6.26K
|
43.4K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
73+ 0.85% |
$5.21K - $5.78K
|
8.63K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.8K+ 7.57% |
$2.56M - $2.84M
|
509K
$42.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.3K+ 35.22% |
$3.16M - $3.51M
|
170K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.9% |
$7.14K - $7.92K
|
5.16K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
130K+ 163.94% |
$9.31M - $10.3M
|
210K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
256K+ 237.2% |
$18.3M - $20.3M
|
364K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14+ 0.3% |
$999 - $1.11K
|
4.72K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-680- 12.73% |
$48.5K - $53.9K
|
4.66K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.99% |
$71.4 - $79.2
|
102
$8.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-719- 4.92% |
$51.3K - $57K
|
13.9K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-102- 15.84% |
$7.28K - $8.08K
|
542
$45.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 5.71% |
$16.5K - $18.3K
|
3.82K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.53K+ 56.31% |
$181K - $201K
|
7.03K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.7KNew |
$1.19M - $1.33M
|
16.7K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.35K- 4.57% |
$168K - $186K
|
49.1K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
228+ 0.14% |
$16.3K - $18.1K
|
161K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-186- 4.16% |
$13.3K - $14.7K
|
4.29K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
69+ 0.63% |
$4.93K - $5.47K
|
11.1K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
24+ 0.31% |
$1.71K - $1.9K
|
7.75K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-522- 6.16% |
$37.3K - $41.4K
|
7.95K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-250- 3.12% |
$17.8K - $19.8K
|
7.77K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.16% |
$571 - $634
|
4.91K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-400- 7.47% |
$28.6K - $31.7K
|
4.95K
$414K
|