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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-179- 1.51% |
$12.8K - $14.2K
|
11.7K
$947K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$181K - $201K
|
2.54K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-2.13K- 9.89% |
$152K - $169K
|
19.4K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
40+ 0.35% |
$2.86K - $3.17K
|
11.4K
$924K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-263- 3.45% |
$18.8K - $20.8K
|
7.37K
$598K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-852- 14.42% |
$60.8K - $67.5K
|
5.06K
$410K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.01% |
$71.4 - $79.2
|
7.89K
$640K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-169- 14.54% |
$12.1K - $13.4K
|
993
$80.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-67- 0.64% |
$4.78K - $5.31K
|
10.4K
$846K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-22- 0.15% |
$1.57K - $1.74K
|
14.4K
$1.17M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-22- 0.5% |
$1.51K - $1.66K
|
4.34K
$352K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
57+ 0.37% |
$3.91K - $4.3K
|
15.6K
$1.27M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-162- 4.86% |
$11.1K - $12.2K
|
3.17K
$257K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 5.27% |
$27.4K - $30.2K
|
7.98K
$648K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.75K- 95.07% |
$120K - $132K
|
91
$7.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-189- 10.88% |
$12.9K - $14.3K
|
1.55K
$126K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43- 1.29% |
$2.95K - $3.25K
|
3.29K
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$126K - $139K
|
1.84K
$149K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.34KNew |
$91.8K - $101K
|
1.34K
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-381- 8.95% |
$26.1K - $28.8K
|
3.88K
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$12.9K - $14.2K
|
188
$15.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-59- 6.74% |
$4.04K - $4.45K
|
817
$66.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 33.16% |
$70.2K - $77.3K
|
2.06K
$168K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.45% |
$68.5 - $75.5
|
223
$18.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$68.5 - $75.5
|
3.34K
$271K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
516New |
$35.4K - $38.9K
|
516
$41.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$71.8K - $79.1K
|
1.05K
$85.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.91K- 32.87% |
$188K - $211K
|
5.95K
$483K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03K+ 52.7% |
$195K - $219K
|
8.77K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
120+ 1.72% |
$7.74K - $8.7K
|
7.08K
$575K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$181K - $203K
|
2.8K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
156New |
$10.1K - $11.3K
|
156
$12.7K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.48KNew |
$95.5K - $107K
|
1.48K
$120K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.54K- 93.41% |
$422K - $474K
|
461
$37.4K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.74KNew |
$370K - $416K
|
5.74K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-461- 9.93% |
$29.8K - $33.4K
|
4.18K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94KNew |
$190K - $213K
|
2.94K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.3K- 8.45% |
$83.6K - $93.8K
|
14K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.05K- 24.34% |
$67.5K - $75.8K
|
3.25K
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 16.8% |
$6.78K - $7.61K
|
520
$42.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.01KNew |
$194K - $218K
|
3.01K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-31- 0.42% |
$2K - $2.25K
|
7.32K
$594K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
892New |
$57.6K - $64.6K
|
892
$72.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.27% |
$194 - $217
|
1.11K
$90K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.74K- 19.28% |
$112K - $126K
|
7.27K
$590K
|
|
| Q4 2023 | |||||||
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.19KNew |
$180K - $210K
|
3.19K
$259K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
726+ 36300.0% |
$41.1K - $47.9K
|
728
$59.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242New |
$13.7K - $16K
|
242
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
151KNew |
$8.56M - $9.98M
|
151K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.3KNew |
$73.6K - $85.7K
|
1.3K
$106K
|
|