Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.8K- 40.12% |
$414K - $459K
|
8.65K
$697K
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-2.13K- 9.89% |
$152K - $169K
|
19.4K
$1.57M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-852- 14.42% |
$60.8K - $67.5K
|
5.06K
$407K
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-277- 0.49% |
$19.8K - $21.9K
|
55.8K
$4.49M
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-263- 3.45% |
$18.8K - $20.8K
|
7.37K
$593K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-230- 1.94% |
$16.4K - $18.2K
|
11.6K
$937K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-179- 1.51% |
$12.8K - $14.2K
|
11.7K
$939K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-176- 0.27% |
$12.6K - $13.9K
|
65.7K
$5.29M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-169- 14.54% |
$12.1K - $13.4K
|
993
$79.9K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-89- 0.37% |
$6.35K - $7.05K
|
23.7K
$1.91M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-67- 0.64% |
$4.78K - $5.31K
|
10.4K
$839K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-33- 9.54% |
$2.36K - $2.61K
|
313
$25.2K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-22- 0.15% |
$1.57K - $1.74K
|
14.4K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.05% |
$143 - $158
|
4.14K
$333K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30.8K- 6.76% |
$2.11M - $2.32M
|
425K
$34.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.2K- 9.5% |
$1.38M - $1.52M
|
192K
$15.5M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.9K- 62.13% |
$952K - $1.05M
|
8.47K
$682K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 7.97% |
$746K - $822K
|
126K
$10.1M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.36K- 6.38% |
$504K - $555K
|
108K
$8.69M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.89K- 1.51% |
$472K - $520K
|
450K
$36.2M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.8K- 3.91% |
$398K - $438K
|
143K
$11.5M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.28K- 62.56% |
$362K - $399K
|
3.16K
$254K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.67K- 46.66% |
$320K - $353K
|
5.34K
$430K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.58K- 9.32% |
$314K - $345K
|
44.5K
$3.58M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.4K- 1.84% |
$233K - $257K
|
182K
$14.6M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.88K- 2.07% |
$129K - $142K
|
89.1K
$7.17M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.78K- 3.77% |
$122K - $134K
|
45.5K
$3.66M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.75K- 95.07% |
$120K - $132K
|
91
$7.33K
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.35K- 21.64% |
$92.7K - $102K
|
4.9K
$394K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.31K- 8.86% |
$89.5K - $98.6K
|
13.4K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.12K- 20.02% |
$76.7K - $84.5K
|
4.47K
$360K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.1K- 1.17% |
$75.4K - $83K
|
93.3K
$7.51M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 33.16% |
$70.2K - $77.3K
|
2.06K
$166K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-551- 0.5% |
$37.7K - $41.6K
|
109K
$8.81M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-505- 0.97% |
$34.6K - $38.1K
|
51.5K
$4.15M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-481- 47.44% |
$33K - $36.3K
|
533
$42.9K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-465- 8.99% |
$31.9K - $35.1K
|
4.71K
$379K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-420- 7.39% |
$28.8K - $31.7K
|
5.27K
$424K
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-381- 8.95% |
$26.1K - $28.8K
|
3.88K
$312K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-258- 0.96% |
$17.7K - $19.5K
|
26.6K
$2.14M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-189- 10.88% |
$12.9K - $14.3K
|
1.55K
$125K
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-162- 4.86% |
$11.1K - $12.2K
|
3.17K
$255K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-116- 1.43% |
$7.95K - $8.75K
|
8.02K
$646K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-93- 1.09% |
$6.37K - $7.02K
|
8.44K
$679K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-59- 6.74% |
$4.04K - $4.45K
|
817
$65.8K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43- 1.29% |
$2.95K - $3.25K
|
3.29K
$265K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$68.5 - $75.5
|
7.65K
$616K
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.54K- 93.41% |
$422K - $474K
|
461
$37.1K
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.91K- 32.87% |
$188K - $211K
|
5.95K
$479K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.74K- 19.28% |
$112K - $126K
|
7.27K
$585K
|