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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.27KClosed |
$187K - $221K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-448Closed |
$19.7K - $23.2K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.34KClosed |
$58.9K - $69.5K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.32KClosed |
$365K - $430K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
SELL
|
- |
-31Closed |
$1.36K - $1.6K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.6KClosed |
$553K - $652K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-167- 83.5% |
$5.85K - $7.66K
|
33
$2.68K
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-282Closed |
$9.87K - $12.9K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41Closed |
$1.44K - $1.88K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-190Closed |
$6.65K - $8.72K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-53Closed |
$1.86K - $2.43K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
SELL
|
- |
-161Closed |
$5.64K - $7.39K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.88KClosed |
$59.1K - $91.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.1KClosed |
$663K - $1.03M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.6KClosed |
$239K - $369K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.2KClosed |
$664K - $1.03M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.09KClosed |
$34K - $52.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-27Closed |
$847 - $1.31K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-225Closed |
$7.06K - $10.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-19Closed |
$596 - $921
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18Closed |
$565 - $873
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-110Closed |
$3.45K - $5.33K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.34KClosed |
$54.7K - $61.9K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-246KClosed |
$10M - $11.4M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Meeder Asset Management Inc
|
SELL
|
- |
-50Closed |
$2.04K - $2.31K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.92KClosed |
$242K - $273K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.32% |
$40.8 - $46.2
|
314
$25.5K
|
|
|
Feb 07, 2020
Q4 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.8KClosed |
$73.6K - $83.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130Closed |
$5.42K - $5.55K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.28KClosed |
$53.2K - $54.5K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.01KClosed |
$42.2K - $43.3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-112Closed |
$4.67K - $4.78K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-289Closed |
$12K - $12.3K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
635+ 49.34% |
$26.5K - $27.1K
|
1.92K
$156K
|
|
| Q2 2019 | |||||||
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.08KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Bank Of The West
|
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-507Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-233Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.69KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$174K
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.2KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 26, 2018
Q3 2018
|
Diversified Trust CO
|
SELL
|
- |
-1.92KClosed |
N/A
|
0
$0
|
|