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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.9K- 7.19% |
$885K - $1.11M
|
167K
$14.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.02K- 4.42% |
$138K - $173K
|
43.6K
$3.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 9.4% |
$71.9K - $89.8K
|
10.1K
$869K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-714- 14.21% |
$49K - $61.2K
|
4.31K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-169- 3.92% |
$11.6K - $14.5K
|
4.14K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-121- 5.82% |
$8.3K - $10.4K
|
1.96K
$169K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-96- 44.04% |
$6.59K - $8.23K
|
122
$10.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-89- 0.62% |
$6.11K - $7.63K
|
14.2K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 3.59% |
$618 - $772
|
242
$20.8K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.07M- 85.05% |
$81.7M - $91.2M
|
189K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-400K- 80.84% |
$30.4M - $34M
|
94.7K
$8.15M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-306K- 99.62% |
$23.3M - $26.1M
|
1.16K
$99.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-94.2K- 86.95% |
$7.17M - $8.01M
|
14.1K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-80.1K- 59.43% |
$6.1M - $6.81M
|
54.7K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-64K- 37.2% |
$4.88M - $5.44M
|
108K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40.4K- 31.57% |
$3.08M - $3.44M
|
87.6K
$7.54M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 55.99% |
$1.37M - $1.53M
|
14.1K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 8.99% |
$1.06M - $1.18M
|
140K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.5KClosed |
$876K - $979K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.68K- 2.46% |
$738K - $824K
|
384K
$33.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.26K- 16.76% |
$705K - $788K
|
46K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.12K- 15.14% |
$618K - $690K
|
45.5K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.73K- 4.01% |
$437K - $488K
|
137K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.3K- 3.29% |
$404K - $451K
|
155K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.09K- 21.97% |
$388K - $433K
|
18.1K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.69K- 60.01% |
$357K - $399K
|
3.12K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.14K- 42.2% |
$315K - $352K
|
5.67K
$488K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.07K- 8.47% |
$310K - $346K
|
43.9K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.49K- 11.29% |
$266K - $297K
|
27.4K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-3.41K- 12.74% |
$260K - $290K
|
23.4K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.02K- 38.37% |
$230K - $257K
|
4.85K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.35K- 26.35% |
$179K - $200K
|
6.56K
$565K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.21K- 3.31% |
$168K - $188K
|
64.5K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-1.49K- 8.22% |
$114K - $127K
|
16.7K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.3K- 16.47% |
$98.9K - $110K
|
6.59K
$567K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.21K- 27.13% |
$92.3K - $103K
|
3.26K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 4.0% |
$87.6K - $97.8K
|
27.6K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-875- 7.58% |
$66.6K - $74.4K
|
10.7K
$919K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 19.96% |
$60.9K - $68K
|
3.21K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-726- 1.66% |
$55.3K - $61.7K
|
43.1K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-700- 8.41% |
$53.3K - $59.5K
|
7.62K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-593- 14.76% |
$45.2K - $50.4K
|
3.43K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-500- 9.62% |
$38.1K - $42.5K
|
4.7K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-484- 9.85% |
$36.9K - $41.2K
|
4.43K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-413- 9.41% |
$31.5K - $35.1K
|
3.97K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-399- 39.66% |
$30.4K - $33.9K
|
607
$52.3K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-260- 3.31% |
$19.8K - $22.1K
|
7.6K
$654K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-244- 6.14% |
$18.6K - $20.8K
|
3.73K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 2.39% |
$13.1K - $14.6K
|
7.02K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-145- 1.44% |
$11K - $12.3K
|
9.9K
$852K
|
|