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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
116K+ 866.55% |
$8.31M - $9.22M
|
130K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.5K+ 305.78% |
$5.75M - $6.38M
|
107K
$8.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
40.2K+ 43.07% |
$2.87M - $3.18M
|
134K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.8K+ 83.96% |
$2.42M - $2.68M
|
74.1K
$6.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4KNew |
$2.03M - $2.25M
|
28.4K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
26.1KNew |
$1.86M - $2.07M
|
26.1K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 306.51% |
$1.25M - $1.39M
|
23.3K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
16.2KNew |
$1.15M - $1.28M
|
16.2K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.4KNew |
$1.1M - $1.22M
|
15.4K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 8.02% |
$816K - $906K
|
154K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11K+ 130.8% |
$788K - $874K
|
19.5K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.91K+ 21.78% |
$708K - $785K
|
55.4K
$4.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.53K+ 100.12% |
$466K - $518K
|
13.1K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.44KNew |
$317K - $352K
|
4.44K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.09K+ 100.24% |
$292K - $324K
|
8.18K
$669K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.57KNew |
$183K - $204K
|
2.57K
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$181K - $201K
|
2.54K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.36K+ 17.71% |
$97.1K - $108K
|
9.05K
$740K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.35K+ 15.41% |
$96.2K - $107K
|
10.1K
$826K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.35K+ 5.05% |
$96.1K - $107K
|
28K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
400New |
$28.6K - $31.7K
|
400
$32.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
271+ 218.55% |
$19.3K - $21.5K
|
395
$32.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
40+ 0.35% |
$2.86K - $3.17K
|
11.4K
$931K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30+ 0.19% |
$2.14K - $2.38K
|
15.6K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
22+ 0.17% |
$1.57K - $1.74K
|
13.2K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.35% |
$1.36K - $1.51K
|
5.44K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.3% |
$785 - $872
|
3.71K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$214 - $238
|
902
$73.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.33% |
$143 - $158
|
608
$49.8K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$71.4 - $79.2
|
2.69K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$71.4 - $79.2
|
270
$22.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.01% |
$71.4 - $79.2
|
7.89K
$645K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.7K+ 8.15% |
$2.44M - $2.69M
|
473K
$38.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.4K+ 30.02% |
$1.26M - $1.39M
|
79.6K
$6.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8K+ 82.73% |
$1.02M - $1.12M
|
32.7K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.5KNew |
$926K - $1.02M
|
13.5K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.39K+ 5.54% |
$437K - $482K
|
122K
$9.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.71K+ 21.92% |
$391K - $431K
|
31.7K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.96K+ 3.19% |
$340K - $374K
|
160K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 28.42% |
$302K - $333K
|
19.9K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.05KNew |
$277K - $306K
|
4.05K
$331K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.02KNew |
$276K - $304K
|
4.02K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.55K+ 126.3% |
$243K - $268K
|
6.36K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.21K+ 1565.96% |
$151K - $167K
|
2.35K
$192K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$126K - $139K
|
1.84K
$151K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.34KNew |
$91.8K - $101K
|
1.34K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 8.23% |
$76.2K - $83.9K
|
14.6K
$1.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$71.8K - $79.1K
|
1.05K
$85.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
773+ 52.98% |
$53K - $58.3K
|
2.23K
$183K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
685+ 2.51% |
$46.9K - $51.7K
|
28K
$2.29M
|
|