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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.75KNew |
$220K - $237K
|
3.75K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$214K - $230K
|
3.64K
$304K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.6KNew |
$211K - $227K
|
3.6K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.23KNew |
$72.1K - $77.6K
|
1.23K
$103K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
196New |
$11.5K - $12.4K
|
196
$16.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.93K - $3.16K
|
50
$4.18K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
48+ 0.4% |
$2.82K - $3.03K
|
12K
$1M
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.53KNew |
$196K - $215K
|
3.53K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.69KNew |
$94.1K - $103K
|
1.69K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.08KNew |
$60K - $66K
|
1.08K
$90.3K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
800New |
$41.7K - $46K
|
800
$66.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 364.02% |
$31.1K - $34.3K
|
761
$63.6K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15+ 0.38% |
$783 - $863
|
3.95K
$331K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
19.3KNew |
$951K - $1.08M
|
19.3K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.96KNew |
$244K - $278K
|
4.96K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
744New |
$36.6K - $41.8K
|
744
$62.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
520New |
$25.6K - $29.2K
|
520
$43.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
508New |
$25K - $28.5K
|
508
$42.5K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12.3KNew |
$606K - $729K
|
12.3K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8.31K+ 7.33% |
$410K - $494K
|
122K
$10.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.52KNew |
$75.3K - $90.6K
|
1.52K
$127K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
840New |
$41.5K - $50K
|
840
$70.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.94K - $5.95K
|
100
$8.36K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.07% |
$198 - $238
|
5.71K
$478K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
700New |
$40.4K - $46.7K
|
700
$58.5K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
180New |
$10.4K - $12K
|
180
$15.1K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 300.0% |
$5.89K - $6.81K
|
136
$11.4K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.31% |
$866 - $1K
|
4.82K
$403K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$257K - $284K
|
4.25K
$355K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.08KNew |
$126K - $139K
|
2.08K
$174K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.27KNew |
$76.7K - $84.7K
|
1.27K
$106K
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.08KNew |
$125K - $133K
|
2.08K
$174K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
316New |
$19K - $20.3K
|
316
$26.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
160New |
$9.6K - $10.3K
|
160
$13.4K
|
|
| Q2 2021 | |||||||
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.29K+ 300.0% |
$356K - $382K
|
8.38K
$701K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.25K+ 300.0% |
$298K - $319K
|
7K
$585K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
3.18K+ 300.09% |
$180K - $193K
|
4.25K
$355K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
916+ 299.35% |
$51.9K - $55.6K
|
1.22K
$102K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
700New |
$39.7K - $42.5K
|
700
$58.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
450+ 300.0% |
$25.5K - $27.3K
|
600
$50.2K
|
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
BUY
|
- |
300+ 300.0% |
$17K - $18.2K
|
400
$33.4K
|
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135+ 300.0% |
$7.65K - $8.2K
|
180
$15.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
36+ 300.0% |
$2.04K - $2.19K
|
48
$4.01K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
27+ 300.0% |
$1.53K - $1.64K
|
36
$3.01K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.32% |
$40.8 - $46.2
|
314
$26.3K
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
635+ 49.34% |
$26.5K - $27.1K
|
1.92K
$161K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$179K
|
|
| Q2 2018 | |||||||
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
975New |
N/A
|
975
$81.5K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$83.6
|
|
| Q1 2015 | |||||||
|
Dec 18, 2020
Q1 2015
|
Lvz, Inc.
|
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$211K
|
|