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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-102K- 53.28% |
$7.03M - $8.79M
|
89.9K
$7.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
108+ 0.03% |
$7.41K - $9.26K
|
384K
$33.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.21K+ 1.58% |
$563K - $704K
|
526K
$46.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11+ 0.28% |
$755 - $944
|
3.92K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.36KNew |
$162K - $203K
|
2.36K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3K+ 175.71% |
$1.6M - $2M
|
36.6K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.23% |
$1.1K - $1.37K
|
7.04K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17K+ 3.56% |
$1.17M - $1.46M
|
494K
$43.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.8KNew |
$810K - $1.01M
|
11.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.27% |
$480 - $600
|
2.61K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.82K- 4.03% |
$262K - $327K
|
90.9K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.8KNew |
$2.11M - $2.64M
|
30.8K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.04K- 11.08% |
$208K - $261K
|
24.4K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-181- 1.06% |
$12.4K - $15.5K
|
16.9K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.64K- 6.79% |
$524K - $655K
|
105K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
180+ 3.18% |
$12.4K - $15.4K
|
5.85K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 80.87% |
$783K - $978K
|
2.7K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36- 0.3% |
$2.47K - $3.09K
|
12.2K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.04% |
$137 - $172
|
4.67K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
239+ 2.93% |
$16.4K - $20.5K
|
8.41K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$137 - $172
|
11.2K
$993K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.1K- 34.96% |
$1.31M - $1.64M
|
35.6K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3- 0.09% |
$206 - $257
|
3.25K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
495+ 3.65% |
$34K - $42.5K
|
14.1K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.5K+ 76.97% |
$2.44M - $3.04M
|
81.6K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.5K+ 1.39% |
$103K - $128K
|
110K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.42K- 7.09% |
$97.1K - $121K
|
18.5K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
106KNew |
$7.26M - $9.08M
|
106K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 11.17% |
$365K - $457K
|
42.3K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-34- 8.63% |
$2.33K - $2.92K
|
360
$31.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.38K+ 106.34% |
$644K - $805K
|
18.2K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.05K- 44.05% |
$141K - $176K
|
2.61K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.21% |
$68.6 - $85.8
|
485
$42.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
715+ 61.8% |
$49.1K - $61.3K
|
1.87K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 287.81% |
$1.02M - $1.27M
|
20K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.05K+ 44.95% |
$140K - $175K
|
6.6K
$583K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 42.08% |
$7.34M - $9.18M
|
361K
$31.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-125- 1.47% |
$8.58K - $10.7K
|
8.38K
$740K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31.1K+ 994.08% |
$2.13M - $2.66M
|
34.2K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
357+ 10.42% |
$24.5K - $30.6K
|
3.78K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.02% |
$412 - $515
|
28.3K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.43% |
$69.9K - $87.3K
|
28.7K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.72KNew |
$118K - $147K
|
1.72K
$152K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.95K- 2.62% |
$339K - $424K
|
184K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.53KNew |
$242K - $303K
|
3.53K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.07K+ 8479.17% |
$279K - $349K
|
4.12K
$364K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$137 - $172
|
614
$54.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
24KNew |
$1.65M - $2.06M
|
24K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.31K+ 12.25% |
$89.8K - $112K
|
12K
$1.06M
|