Latest Institutional Purchases of Ishares Morningstar U.S. Equit (ILCB)

ILCB Quotes by TradingView

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
Sep 11, 2024 Q2 2024
American Trust

Lexington, KY
BUY
 -
57
+ 0.37%
$3.91K - $4.3K
15.6K $1.23M
Aug 13, 2024 Q2 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
19
+ 0.25%
$1.3K - $1.43K
7.73K $610K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
6
+ 0.19%
$411 - $453
3.12K $246K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
4
+ 0.11%
$274 - $302
3.49K $276K
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2
+ 0.04%
$137 - $151
4.51K $356K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.09%
$68.5 - $75.5
1.07K $84.5K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
1
+ 0.45%
$68.5 - $75.5
223 $17.6K
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
1
+ 0.03%
$68.5 - $75.5
3.34K $264K
Q1 2024
May 07, 2024 Q1 2024
Choate Investment Advisors

Boston, MA
BUY
 -
5.74K
New
$370K - $416K
5.74K $453K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
3.03K
+ 52.7%
$195K - $219K
8.77K $693K
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.94K
New
$190K - $213K
2.94K $232K
May 13, 2024 Q1 2024
Index Fund Advisors, Inc.

BUY
 -
2.8K
New
$181K - $203K
2.8K $221K
May 10, 2024 Q1 2024
Cibc Private Wealth Group, LLC

BUY
 -
1.48K
New
$95.5K - $107K
1.48K $117K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
892
New
$57.6K - $64.6K
892 $70.4K
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
800
+ 24.36%
$51.6K - $58K
4.08K $323K
May 13, 2024 Q1 2024
Bank Of Montreal

Toronto, A6
BUY
 -
156
New
$10.1K - $11.3K
156 $12.3K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
120
+ 1.72%
$7.74K - $8.7K
7.08K $559K
Apr 16, 2024 Q1 2024
Tsfg, LLC

BUY
 -
3
+ 0.27%
$194 - $217
1.11K $87.6K
Q4 2023
Feb 14, 2024 Q4 2023
Jackson Wealth Management, LLC

BUY
 -
151K
New
$8.56M - $9.98M
151K $11.9M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
15.5K
New
$877K - $1.02M
15.5K $1.22M
Feb 07, 2024 Q4 2023
Lutz Financial Services LLC

BUY
 -
3.36K
New
$190K - $221K
3.36K $265K
Oct 15, 2024 Q4 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
3.19K
New
$180K - $210K
3.19K $252K
Feb 13, 2024 Q4 2023
Security National Bank

BUY
 -
1.3K
New
$73.6K - $85.7K
1.3K $103K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
1.18K
New
$66.8K - $77.8K
1.18K $93.2K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
726
+ 36300.0%
$41.1K - $47.9K
728 $57.5K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
608
New
$34.4K - $40.1K
608 $48K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
242
New
$13.7K - $16K
242 $19.1K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
233
+ 1.38%
$13.2K - $15.4K
17.2K $1.36M
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
75
+ 0.89%
$4.24K - $4.95K
8.48K $670K
Jan 31, 2024 Q4 2023
Windham Capital Management, LLC

BUY
 -
51
+ 0.9%
$2.89K - $3.36K
5.74K $453K
Q3 2023
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
4.55K
New
$267K - $287K
4.55K $359K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
3.94K
New
$231K - $249K
3.94K $311K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
3.75K
New
$220K - $237K
3.75K $296K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.64K
New
$214K - $230K
3.64K $287K
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
3.6K
New
$211K - $227K
3.6K $284K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
1.23K
New
$72.1K - $77.6K
1.23K $97K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
196
New
$11.5K - $12.4K
196 $15.5K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
50
New
$2.93K - $3.16K
50 $3.95K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
48
+ 0.4%
$2.82K - $3.03K
12K $947K
Q2 2023
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
3.53K
New
$196K - $215K
3.53K $279K
Aug 09, 2023 Q2 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
1.69K
New
$94.1K - $103K
1.69K $134K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
1.08K
New
$60K - $66K
1.08K $85.3K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
247
+ 0.85%
$13.7K - $15.1K
29.5K $2.33M
Q1 2023
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
5.26K
New
$274K - $302K
5.26K $415K
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
800
New
$41.7K - $46K
800 $63.2K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
597
+ 364.02%
$31.1K - $34.3K
761 $60.1K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
15
+ 0.38%
$783 - $863
3.95K $312K
Q4 2022
Sep 05, 2023 Q4 2022
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
19.3K
New
$951K - $1.08M
19.3K $1.53M
Feb 10, 2023 Q4 2022
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
4.96K
New
$244K - $278K
4.96K $392K

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