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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 19.96% |
$60.9K - $68K
|
3.21K
$260K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
307K+ 112936.4% |
$23.4M - $26.1M
|
307K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-64K- 37.2% |
$4.88M - $5.44M
|
108K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 779.78% |
$1.01M - $1.13M
|
15K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 2.39% |
$13.1K - $14.6K
|
7.02K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
78+ 85.71% |
$5.94K - $6.63K
|
169
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.32K+ 7.1% |
$101K - $113K
|
19.9K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.77KNew |
$211K - $236K
|
2.77K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40.4K- 31.57% |
$3.08M - $3.44M
|
87.6K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 3.75% |
$1.42M - $1.59M
|
518K
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.89K+ 86.33% |
$525K - $586K
|
14.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.02K- 38.37% |
$230K - $257K
|
4.85K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.91K+ 11.47% |
$374K - $417K
|
47.7K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.4K+ 176.23% |
$1.32M - $1.48M
|
27.2K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.5K+ 109.99% |
$2.32M - $2.59M
|
58.2K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 55.99% |
$1.37M - $1.53M
|
14.1K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12+ 0.31% |
$914 - $1.02K
|
3.91K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
71.3K+ 17.55% |
$5.43M - $6.06M
|
477K
$38.6M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.41% |
$152 - $170
|
484
$39.2K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.63K+ 130.83% |
$353K - $394K
|
8.17K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.08KNew |
$615K - $687K
|
8.08K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-37- 0.88% |
$2.82K - $3.15K
|
4.15K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.28% |
$1.68K - $1.87K
|
7.8K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
98.7K+ 105.51% |
$7.52M - $8.4M
|
192K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
372+ 4.4% |
$28.3K - $31.6K
|
8.82K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.56% |
$3.58K - $4K
|
8.5K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
144+ 3.19% |
$11K - $12.2K
|
4.66K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.5KClosed |
$876K - $979K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.89K+ 76.82% |
$220K - $246K
|
6.66K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.49K- 11.29% |
$266K - $297K
|
27.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.2K+ 226.32% |
$701K - $783K
|
13.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.35K- 26.35% |
$179K - $200K
|
6.56K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20+ 0.16% |
$1.52K - $1.7K
|
12.2K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
128New |
$9.75K - $10.9K
|
128
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-400K- 80.84% |
$30.4M - $34M
|
94.7K
$7.67M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.68K- 2.46% |
$738K - $824K
|
384K
$31.1M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$152 - $170
|
612
$49.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-593- 14.76% |
$45.2K - $50.4K
|
3.43K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-80.1K- 59.43% |
$6.1M - $6.81M
|
54.7K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.11K+ 1.91% |
$161K - $180K
|
112K
$9.1M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
503+ 6.0% |
$38.3K - $42.8K
|
8.89K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 42.2% |
$315K - $352K
|
5.67K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-875- 7.58% |
$66.6K - $74.4K
|
10.7K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.73K- 4.01% |
$437K - $488K
|
137K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.89KNew |
$525K - $586K
|
6.89K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.1K+ 20.97% |
$3.36M - $3.75M
|
254K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.12KNew |
$238K - $266K
|
3.12K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
88.1KNew |
$6.71M - $7.49M
|
88.1K
$7.13M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 39.66% |
$30.4K - $33.9K
|
607
$49.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 8.99% |
$1.06M - $1.18M
|
140K
$11.4M
|