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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-43.2K- 9.9% |
$3.39M - $3.66M
|
394K
$33.4M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.5K- 16.58% |
$1.69M - $1.82M
|
108K
$9.2M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.9K- 25.45% |
$1.48M - $1.6M
|
55.3K
$4.69M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.9K- 49.43% |
$1.01M - $1.09M
|
13.2K
$1.12M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 61.28% |
$936K - $1.01M
|
7.54K
$640K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.79K- 1.92% |
$768K - $828K
|
499K
$42.4M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.62K- 9.32% |
$755K - $814K
|
93.6K
$7.95M
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9.57K- 17.15% |
$751K - $809K
|
46.2K
$3.93M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.76K- 56.87% |
$687K - $741K
|
6.64K
$564K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.61K- 65.19% |
$597K - $644K
|
4.07K
$345K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.99K- 62.46% |
$548K - $591K
|
4.2K
$357K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.98K- 1.69% |
$548K - $590K
|
406K
$34.5M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.88K- 41.11% |
$539K - $582K
|
9.85K
$837K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.53K- 49.97% |
$512K - $552K
|
6.53K
$555K
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.5K- 57.11% |
$510K - $550K
|
4.88K
$414K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.51K- 4.13% |
$432K - $466K
|
128K
$10.9M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.92K- 6.76% |
$151K - $162K
|
26.5K
$2.25M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81K- 3.27% |
$142K - $153K
|
53.6K
$4.55M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.41K- 27.21% |
$110K - $119K
|
3.77K
$320K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.29K- 76.39% |
$101K - $109K
|
400
$34K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.29K- 6.66% |
$101K - $109K
|
18.1K
$1.54M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 25.02% |
$92.6K - $99.9K
|
3.54K
$301K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.14K- 2.31% |
$89.1K - $96.1K
|
48K
$4.08M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 13.45% |
$87.7K - $94.5K
|
7.2K
$611K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-844- 9.75% |
$66.2K - $71.4K
|
7.81K
$663K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-800- 8.77% |
$62.7K - $67.6K
|
8.32K
$707K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-650- 1.5% |
$51K - $55K
|
42.8K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-535- 4.21% |
$42K - $45.2K
|
12.2K
$1.03M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-532- 11.99% |
$41.7K - $45K
|
3.91K
$332K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-386- 8.85% |
$30.3K - $32.6K
|
3.98K
$338K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-383- 3.67% |
$30K - $32.4K
|
10K
$853K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-355- 4.57% |
$27.8K - $30K
|
7.41K
$630K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-351- 2.52% |
$27.5K - $29.7K
|
13.6K
$1.15M
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-332- 6.0% |
$26K - $28.1K
|
5.2K
$442K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-312- 0.28% |
$24.5K - $26.4K
|
110K
$9.37M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-241- 12.38% |
$18.9K - $20.4K
|
1.71K
$145K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-170- 1.97% |
$13.3K - $14.4K
|
8.46K
$718K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-161- 1.38% |
$12.6K - $13.6K
|
11.5K
$977K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-138- 1.53% |
$10.8K - $11.7K
|
8.91K
$756K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-97- 0.22% |
$7.61K - $8.2K
|
43.8K
$3.72M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-85- 3.14% |
$6.67K - $7.19K
|
2.62K
$223K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-72- 2.16% |
$5.65K - $6.09K
|
3.27K
$278K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.51% |
$4.63K - $4.99K
|
11.6K
$983K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-50- 1.11% |
$3.92K - $4.23K
|
4.47K
$379K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-34- 6.27% |
$2.67K - $2.88K
|
508
$43.1K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.19% |
$2.51K - $2.71K
|
17.2K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25- 3.06% |
$1.96K - $2.11K
|
792
$67.3K
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-5- 0.03% |
$392 - $423
|
14.4K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.76% |
$235 - $254
|
392
$33.3K
|
|
Q3 2024 | |||||||
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.55K- 2.89% |
$396K - $440K
|
187K
$15.9M
|