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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.46KClosed |
$77.2K - $81.7K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.21KClosed |
$64.1K - $67.8K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-975Closed |
$51.7K - $54.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-870Closed |
$46.2K - $48.8K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-113Closed |
$6K - $6.34K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-490Closed |
$23K - $26.6K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-407Closed |
$19.1K - $22.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40Closed |
$1.88K - $2.17K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.6KClosed |
$553K - $652K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.32KClosed |
$365K - $430K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.27KClosed |
$187K - $221K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.34KClosed |
$58.9K - $69.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-448Closed |
$19.7K - $23.2K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
SELL
|
- |
-31Closed |
$1.36K - $1.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-282Closed |
$9.87K - $12.9K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-190Closed |
$6.65K - $8.72K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-167- 83.5% |
$5.85K - $7.66K
|
33
$2.76K
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
SELL
|
- |
-161Closed |
$5.64K - $7.39K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-53Closed |
$1.86K - $2.43K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41Closed |
$1.44K - $1.88K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.2KClosed |
$664K - $1.03M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.1KClosed |
$663K - $1.03M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.6KClosed |
$239K - $369K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.88KClosed |
$59.1K - $91.3K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.09KClosed |
$34K - $52.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-225Closed |
$7.06K - $10.9K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-110Closed |
$3.45K - $5.33K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-27Closed |
$847 - $1.31K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-19Closed |
$596 - $921
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18Closed |
$565 - $873
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-246KClosed |
$10M - $11.4M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.92KClosed |
$242K - $273K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.8KClosed |
$73.6K - $83.3K
|
0
$0
|
|
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.34KClosed |
$54.7K - $61.9K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Meeder Asset Management Inc
|
SELL
|
- |
-50Closed |
$2.04K - $2.31K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.28KClosed |
$53.2K - $54.5K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.01KClosed |
$42.2K - $43.3K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-289Closed |
$12K - $12.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130Closed |
$5.42K - $5.55K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-112Closed |
$4.67K - $4.78K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.08KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.6KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Bank Of The West
|
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.2KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.69KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|