Latest Institutional Purchases of Ishares Morningstar U.S. Equit (ILCB)
This list provides information on the latest institutional transactions involving Ishares Morningstar U.S. Equit (ILCB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
307K+ 112936.4% |
$23.4M - $26.1M
|
307K
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
98.7K+ 105.51% |
$7.52M - $8.4M
|
192K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
88.1KNew |
$6.71M - $7.49M
|
88.1K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
71.3K+ 17.55% |
$5.43M - $6.06M
|
477K
$38.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.1KNew |
$3.51M - $3.92M
|
46.1K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.1K+ 20.97% |
$3.36M - $3.75M
|
254K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.5K+ 109.99% |
$2.32M - $2.59M
|
58.2K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 3.75% |
$1.42M - $1.59M
|
518K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.4K+ 176.23% |
$1.32M - $1.48M
|
27.2K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 779.78% |
$1.01M - $1.13M
|
15K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.2K+ 226.32% |
$701K - $783K
|
13.3K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.08KNew |
$615K - $687K
|
8.08K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.71K+ 115.14% |
$587K - $656K
|
14.4K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.89K+ 86.33% |
$525K - $586K
|
14.9K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6.89KNew |
$525K - $586K
|
6.89K
$553K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.94K+ 3.42% |
$452K - $505K
|
179K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.02KNew |
$383K - $427K
|
5.02K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.91K+ 11.47% |
$374K - $417K
|
47.7K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.63K+ 130.83% |
$353K - $394K
|
8.17K
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.47KNew |
$340K - $380K
|
4.47K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.12KNew |
$238K - $266K
|
3.12K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.89K+ 76.82% |
$220K - $246K
|
6.66K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.77KNew |
$211K - $236K
|
2.77K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.71K+ 22.74% |
$207K - $231K
|
14.6K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.6KNew |
$198K - $221K
|
2.6K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.11K+ 1.91% |
$161K - $180K
|
112K
$9.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.47K+ 3.66% |
$112K - $125K
|
41.6K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.32K+ 7.1% |
$101K - $113K
|
19.9K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
800New |
$60.9K - $68K
|
800
$64.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
627+ 18.11% |
$47.8K - $53.3K
|
4.09K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
538+ 5.02% |
$41K - $45.8K
|
11.2K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
503+ 6.0% |
$38.3K - $42.8K
|
8.89K
$714K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
448+ 42.75% |
$34.1K - $38.1K
|
1.5K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
372+ 4.4% |
$28.3K - $31.6K
|
8.82K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
310+ 3.82% |
$23.6K - $26.4K
|
8.43K
$677K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
199+ 6.56% |
$15.2K - $16.9K
|
3.23K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
193+ 0.29% |
$14.7K - $16.4K
|
66.3K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
144+ 3.19% |
$11K - $12.2K
|
4.66K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
131+ 2.61% |
$9.98K - $11.1K
|
5.15K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
128New |
$9.75K - $10.9K
|
128
$10.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
115New |
$8.76K - $9.78K
|
115
$9.24K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
78+ 85.71% |
$5.94K - $6.63K
|
169
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
47+ 0.56% |
$3.58K - $4K
|
8.5K
$683K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
29+ 0.17% |
$2.21K - $2.47K
|
17.1K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.28% |
$1.68K - $1.87K
|
7.8K
$626K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20+ 0.16% |
$1.52K - $1.7K
|
12.2K
$979K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
15+ 0.31% |
$1.14K - $1.28K
|
4.9K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.32% |
$990 - $1.11K
|
4.06K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12+ 0.31% |
$914 - $1.02K
|
3.91K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.28% |
$914 - $1.02K
|
4.31K
$346K
|