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 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
503+ 6.0% |
$38.3K - $42.8K
|
8.89K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 42.2% |
$315K - $352K
|
5.67K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
128New |
$9.75K - $10.9K
|
128
$11K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-875- 7.58% |
$66.6K - $74.4K
|
10.7K
$919K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.73K- 4.01% |
$437K - $488K
|
137K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.89KNew |
$525K - $586K
|
6.89K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.12KNew |
$238K - $266K
|
3.12K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
88.1KNew |
$6.71M - $7.49M
|
88.1K
$7.58M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 39.66% |
$30.4K - $33.9K
|
607
$52.3K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 1.3% |
$7.31K - $8.16K
|
7.32K
$630K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 8.99% |
$1.06M - $1.18M
|
140K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 4.0% |
$87.6K - $97.8K
|
27.6K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.1KNew |
$3.51M - $3.92M
|
46.1K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-3.41K- 12.74% |
$260K - $290K
|
23.4K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.71K+ 22.74% |
$207K - $231K
|
14.6K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-413- 9.41% |
$31.5K - $35.1K
|
3.97K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.6KNew |
$198K - $221K
|
2.6K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.03% |
$305 - $340
|
13.2K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-260- 3.31% |
$19.8K - $22.1K
|
7.6K
$654K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07M- 85.05% |
$81.7M - $91.2M
|
189K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.3K- 3.29% |
$404K - $451K
|
155K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-60- 11.26% |
$4.57K - $5.1K
|
473
$40.7K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.07K- 8.47% |
$310K - $346K
|
43.9K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.09K- 21.97% |
$388K - $433K
|
18.1K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.21K- 27.13% |
$92.3K - $103K
|
3.26K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-94.2K- 86.95% |
$7.17M - $8.01M
|
14.1K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-726- 1.66% |
$55.3K - $61.7K
|
43.1K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.02% |
$457 - $510
|
28.3K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.69K- 60.01% |
$357K - $399K
|
3.12K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.32% |
$990 - $1.11K
|
4.06K
$350K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-484- 9.85% |
$36.9K - $41.2K
|
4.43K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
310+ 3.82% |
$23.6K - $26.4K
|
8.43K
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
131+ 2.61% |
$9.98K - $11.1K
|
5.15K
$443K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.12K- 15.14% |
$618K - $690K
|
45.5K
$3.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-700- 8.41% |
$53.3K - $59.5K
|
7.62K
$656K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.71K+ 115.14% |
$587K - $656K
|
14.4K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.03% |
$305 - $340
|
15.6K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-500- 9.62% |
$38.1K - $42.5K
|
4.7K
$405K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.45% |
$76.2 - $85.1
|
225
$19.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
538+ 5.02% |
$41K - $45.8K
|
11.2K
$968K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 0.17% |
$2.21K - $2.47K
|
17.1K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10+ 0.27% |
$762 - $851
|
3.72K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.05% |
$152 - $170
|
4.15K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-142- 10.92% |
$10.8K - $12.1K
|
1.16K
$99.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.26K- 16.76% |
$705K - $788K
|
46K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.3K- 16.47% |
$98.9K - $110K
|
6.59K
$567K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.47K+ 3.66% |
$112K - $125K
|
41.6K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
199+ 6.56% |
$15.2K - $16.9K
|
3.23K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
627+ 18.11% |
$47.8K - $53.3K
|
4.09K
$352K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$76.2 - $85.1
|
272
$23.4K
|