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 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-7.29KClosed |
$367K - $463K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.52KClosed |
$177K - $223K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-152Closed |
$7.65K - $9.65K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.31% |
$866 - $1K
|
4.82K
$392K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 300.0% |
$5.89K - $6.81K
|
136
$11K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.12KClosed |
$180K - $209K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.94KClosed |
$112K - $129K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24.8KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.1KClosed |
$237K - $274K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
180New |
$10.4K - $12K
|
180
$14.6K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
700New |
$40.4K - $46.7K
|
700
$56.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-3.12KClosed |
$180K - $208K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-3.14KClosed |
$181K - $209K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.27KNew |
$76.7K - $84.7K
|
1.27K
$103K
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.58KClosed |
$216K - $239K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.11KClosed |
$67.3K - $74.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-60Closed |
$3.63K - $4.01K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.6K- 54.18% |
$1.37M - $1.51M
|
19.1K
$1.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-3.14KClosed |
$190K - $210K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.61KClosed |
$97.6K - $108K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.08KNew |
$126K - $139K
|
2.08K
$169K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$257K - $284K
|
4.25K
$345K
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 33.33% |
$6K - $6.41K
|
200
$16.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.92KClosed |
$236K - $252K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.57KClosed |
$275K - $293K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
160New |
$9.6K - $10.3K
|
160
$13K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
316New |
$19K - $20.3K
|
316
$25.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.08KNew |
$125K - $133K
|
2.08K
$169K
|
|
| Q2 2021 | |||||||
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135+ 300.0% |
$7.65K - $8.2K
|
180
$14.6K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.25K+ 300.0% |
$298K - $319K
|
7K
$568K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
700New |
$39.7K - $42.5K
|
700
$56.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585Closed |
$33.2K - $35.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
450+ 300.0% |
$25.5K - $27.3K
|
600
$48.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
916+ 299.35% |
$51.9K - $55.6K
|
1.22K
$99.2K
|
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
BUY
|
- |
300+ 300.0% |
$17K - $18.2K
|
400
$32.5K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.05KClosed |
$59.7K - $64K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
36+ 300.0% |
$2.04K - $2.19K
|
48
$3.9K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
3.18K+ 300.09% |
$180K - $193K
|
4.25K
$345K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-70Closed |
$3.97K - $4.25K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
27+ 300.0% |
$1.53K - $1.64K
|
36
$2.92K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.29K+ 300.0% |
$356K - $382K
|
8.38K
$681K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-870Closed |
$46.2K - $48.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.2KClosed |
$1.5M - $1.58M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.46KClosed |
$77.2K - $81.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-113Closed |
$6K - $6.34K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.21KClosed |
$64.1K - $67.8K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-975Closed |
$51.7K - $54.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-407Closed |
$19.1K - $22.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40Closed |
$1.88K - $2.17K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-490Closed |
$23K - $26.6K
|
0
$0
|
|