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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-142- 10.92% |
$10.8K - $12.1K
|
1.16K
$99.7K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-109- 0.85% |
$8.3K - $9.27K
|
12.7K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 1.3% |
$7.31K - $8.16K
|
7.32K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-60- 11.26% |
$4.57K - $5.1K
|
473
$40.7K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-37- 0.88% |
$2.82K - $3.15K
|
4.15K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.05% |
$152 - $170
|
4.15K
$357K
|
|
| Q4 2024 | |||||||
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 61.28% |
$936K - $1.01M
|
7.54K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.99K- 62.46% |
$548K - $591K
|
4.2K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.92K- 6.76% |
$151K - $162K
|
26.5K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.29K- 76.39% |
$101K - $109K
|
400
$34.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-532- 11.99% |
$41.7K - $45K
|
3.91K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-351- 2.52% |
$27.5K - $29.7K
|
13.6K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-85- 3.14% |
$6.67K - $7.19K
|
2.62K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-34- 6.27% |
$2.67K - $2.88K
|
508
$43.7K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.19% |
$2.51K - $2.71K
|
17.2K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25- 3.06% |
$1.96K - $2.11K
|
792
$68.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 0.14% |
$941 - $1.01K
|
8.56K
$737K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.76% |
$235 - $254
|
392
$33.7K
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.1KClosed |
$293K - $325K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-852- 14.42% |
$60.8K - $67.5K
|
5.06K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-680- 12.73% |
$48.5K - $53.9K
|
4.66K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 5.71% |
$16.5K - $18.3K
|
3.82K
$329K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-169- 14.54% |
$12.1K - $13.4K
|
993
$85.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.9% |
$7.14K - $7.92K
|
5.16K
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-33- 9.54% |
$2.36K - $2.61K
|
313
$26.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 10.87% |
$714 - $792
|
82
$7.06K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 33.16% |
$70.2K - $77.3K
|
2.06K
$178K
|
|
|
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
$133K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43- 1.29% |
$2.95K - $3.25K
|
3.29K
$283K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.54K- 93.41% |
$422K - $474K
|
461
$39.7K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.91K- 32.87% |
$188K - $211K
|
5.95K
$512K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.3K- 8.45% |
$83.6K - $93.8K
|
14K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.05K- 24.34% |
$67.5K - $75.8K
|
3.25K
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 16.8% |
$6.78K - $7.61K
|
520
$44.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-31- 0.42% |
$2K - $2.25K
|
7.32K
$630K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.72K- 46.04% |
$493K - $575K
|
10.2K
$880K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1K- 11.21% |
$56.6K - $66K
|
7.92K
$682K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-668- 69.01% |
$37.8K - $44.1K
|
300
$25.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-663- 5.88% |
$37.5K - $43.7K
|
10.6K
$914K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-95- 0.96% |
$5.57K - $6K
|
9.84K
$847K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.64K- 19.94% |
$91K - $100K
|
6.58K
$566K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 9.62% |
$2.78K - $3.05K
|
470
$40.5K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-895- 30.92% |
$44.1K - $50.2K
|
2K
$172K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-135- 2.02% |
$6.65K - $7.58K
|
6.54K
$563K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-45- 0.43% |
$2.22K - $2.53K
|
10.3K
$890K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-7.29KClosed |
$367K - $463K
|
0
$0
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.58KClosed |
$180K - $227K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.55KClosed |
$179K - $226K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.52KClosed |
$177K - $223K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-560- 6.25% |
$28.2K - $35.6K
|
8.39K
$722K
|
|