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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-102K- 53.28% |
$7.03M - $8.79M
|
89.9K
$7.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.1K- 34.96% |
$1.31M - $1.64M
|
35.6K
$3.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-16.4K- 90.58% |
$1.12M - $1.41M
|
1.7K
$150K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.9K- 7.19% |
$885K - $1.11M
|
167K
$14.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-12.5K- 53.51% |
$858K - $1.07M
|
10.9K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 80.87% |
$783K - $978K
|
2.7K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.9K- 40.04% |
$748K - $935K
|
16.3K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.64K- 6.79% |
$524K - $655K
|
105K
$9.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.19K- 49.89% |
$493K - $617K
|
7.22K
$638K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.81K- 14.81% |
$468K - $584K
|
39.2K
$3.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.58K- 23.84% |
$451K - $564K
|
21K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.98K- 79.37% |
$411K - $513K
|
1.56K
$137K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.89K- 6.69% |
$404K - $506K
|
82.2K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 11.17% |
$365K - $457K
|
42.3K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.31K- 35.72% |
$365K - $456K
|
9.56K
$845K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.95K- 2.62% |
$339K - $424K
|
184K
$16.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.9K- 10.77% |
$336K - $420K
|
40.6K
$3.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 2.9% |
$310K - $387K
|
151K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.82K- 4.03% |
$262K - $327K
|
90.9K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.04K- 11.08% |
$208K - $261K
|
24.4K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.55K- 6.11% |
$175K - $218K
|
39.1K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.05K- 44.05% |
$141K - $176K
|
2.61K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.02K- 4.42% |
$138K - $173K
|
43.6K
$3.85M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 8.93% |
$105K - $132K
|
15.6K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.42K- 7.09% |
$97.1K - $121K
|
18.5K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.24K- 30.32% |
$85.1K - $106K
|
2.85K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 0.85% |
$82.2K - $103K
|
139K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.14K- 8.08% |
$78.4K - $98K
|
13K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 9.4% |
$71.9K - $89.8K
|
10.1K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.02K- 3.43% |
$69.9K - $87.3K
|
28.7K
$2.53M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-793- 24.72% |
$54.4K - $68K
|
2.42K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-714- 14.21% |
$49K - $61.2K
|
4.31K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-601- 18.6% |
$41.2K - $51.6K
|
2.63K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-580- 7.61% |
$39.8K - $49.8K
|
7.04K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-259- 3.41% |
$17.8K - $22.2K
|
7.34K
$648K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-247- 9.03% |
$17K - $21.2K
|
2.49K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-238- 6.09% |
$16.3K - $20.4K
|
3.67K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-181- 1.06% |
$12.4K - $15.5K
|
16.9K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-169- 3.92% |
$11.6K - $14.5K
|
4.14K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-147- 0.34% |
$10.1K - $12.6K
|
42.9K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-125- 1.47% |
$8.58K - $10.7K
|
8.38K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-121- 5.82% |
$8.3K - $10.4K
|
1.96K
$173K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 4.9% |
$8.1K - $10.1K
|
2.29K
$202K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-110- 1.3% |
$7.55K - $9.44K
|
8.32K
$735K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-96- 44.04% |
$6.59K - $8.23K
|
122
$10.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-89- 0.62% |
$6.11K - $7.63K
|
14.2K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-69- 0.54% |
$4.74K - $5.92K
|
12.6K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-61- 1.63% |
$4.19K - $5.23K
|
3.67K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-54- 1.45% |
$3.71K - $4.63K
|
3.66K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-53- 1.2% |
$3.64K - $4.55K
|
4.38K
$387K
|