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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
273KNew |
$18.7M - $23.4M
|
273K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 42.08% |
$7.34M - $9.18M
|
361K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
106KNew |
$7.26M - $9.08M
|
106K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.5K+ 76.97% |
$2.44M - $3.04M
|
81.6K
$7.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31.1K+ 994.08% |
$2.13M - $2.66M
|
34.2K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30.8KNew |
$2.11M - $2.64M
|
30.8K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
24KNew |
$1.65M - $2.06M
|
24K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3K+ 175.71% |
$1.6M - $2M
|
36.6K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17K+ 3.56% |
$1.17M - $1.46M
|
494K
$43.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 287.81% |
$1.02M - $1.27M
|
20K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.8KNew |
$810K - $1.01M
|
11.8K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.38K+ 106.34% |
$644K - $805K
|
18.2K
$1.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.21K+ 1.58% |
$563K - $704K
|
526K
$46.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.84K+ 7.31% |
$332K - $416K
|
71.2K
$6.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.69KNew |
$322K - $403K
|
4.69K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.07K+ 8479.17% |
$279K - $349K
|
4.12K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.8K+ 626.19% |
$261K - $326K
|
4.41K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.53KNew |
$242K - $303K
|
3.53K
$312K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.62KNew |
$180K - $225K
|
2.62K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$174K - $218K
|
2.54K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$172K - $214K
|
2.5K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.36KNew |
$162K - $203K
|
2.36K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35KNew |
$161K - $202K
|
2.35K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.05K+ 44.95% |
$140K - $175K
|
6.6K
$583K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.72KNew |
$118K - $147K
|
1.72K
$152K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.71K+ 11.67% |
$117K - $147K
|
16.4K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.5K+ 1.39% |
$103K - $128K
|
110K
$9.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.43KNew |
$97.9K - $122K
|
1.43K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.33K+ 3.03% |
$91.3K - $114K
|
45.3K
$4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.31K+ 12.25% |
$89.8K - $112K
|
12K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
715+ 61.8% |
$49.1K - $61.3K
|
1.87K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
495+ 3.65% |
$34K - $42.5K
|
14.1K
$1.24M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
459+ 5.16% |
$31.5K - $39.4K
|
9.35K
$826K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
381+ 25.47% |
$26.1K - $32.7K
|
1.88K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
357+ 10.42% |
$24.5K - $30.6K
|
3.78K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
251+ 1.9% |
$17.2K - $21.5K
|
13.5K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
239+ 2.93% |
$16.4K - $20.5K
|
8.41K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
180+ 3.18% |
$12.4K - $15.4K
|
5.85K
$517K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
108+ 0.03% |
$7.41K - $9.26K
|
384K
$33.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
44+ 0.07% |
$3.02K - $3.77K
|
64.5K
$5.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25+ 0.16% |
$1.72K - $2.14K
|
15.6K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.23% |
$1.1K - $1.37K
|
7.04K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.23% |
$1.03K - $1.29K
|
6.58K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.31% |
$1.03K - $1.29K
|
4.92K
$434K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14+ 0.29% |
$961 - $1.2K
|
4.91K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.3% |
$824 - $1.03K
|
4.08K
$360K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11+ 0.28% |
$755 - $944
|
3.92K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9+ 0.22% |
$618 - $772
|
4.16K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.27% |
$480 - $600
|
2.61K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 1.79% |
$480 - $600
|
399
$35.2K
|