Latest Institutional Transactions on Ishares Morningstar U.S. Equit (ILCB)
This table provides information on the latest institutional transactions involving Ishares Morningstar U.S. Equit (ILCB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.19% |
$725 - $762
|
4.17K
$388K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-161- 1.64% |
$14.6K - $15.3K
|
9.68K
$901K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.13KNew |
$103K - $108K
|
1.13K
$106K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37- 0.21% |
$3.35K - $3.53K
|
17.8K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
48.9K+ 10.37% |
$4.43M - $4.66M
|
520K
$48.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.29% |
$1.09K - $1.14K
|
4.17K
$388K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
480New |
$43.5K - $45.7K
|
480
$44.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.32% |
$1.45K - $1.52K
|
4.95K
$461K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
108+ 3.78% |
$9.79K - $10.3K
|
2.97K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.13K- 11.22% |
$102K - $107K
|
8.91K
$829K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.76KNew |
$341K - $358K
|
3.76K
$350K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 9.32% |
$163K - $172K
|
17.5K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-383- 0.23% |
$34.7K - $36.5K
|
165K
$15.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16+ 0.32% |
$1.45K - $1.52K
|
4.94K
$460K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-115- 1.51% |
$9.85K - $10.7K
|
7.48K
$696K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
270+ 18.93% |
$23.1K - $25K
|
1.7K
$158K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-520- 35.14% |
$44.5K - $48.2K
|
960
$89.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.04% |
$171 - $185
|
4.67K
$435K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.04KNew |
$88.7K - $96K
|
1.04K
$96.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.01K- 8.82% |
$258K - $279K
|
31.2K
$2.9M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
93+ 0.54% |
$7.97K - $8.62K
|
17.3K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
523+ 2.87% |
$44.8K - $48.5K
|
18.7K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.37K- 7.8% |
$545K - $590K
|
75.2K
$7.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-719- 0.8% |
$61.6K - $66.6K
|
89.1K
$8.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 70.18% |
$2.2M - $2.38M
|
10.9K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5K+ 4.15% |
$1.76M - $1.9M
|
515K
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-540- 2.22% |
$46.3K - $50K
|
23.8K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.3K- 7.52% |
$1.73M - $1.88M
|
249K
$23.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-72- 2.6% |
$6.17K - $6.67K
|
2.7K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.5% |
$3.34K - $3.61K
|
7.84K
$730K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.21% |
$85.7 - $92.7
|
486
$45.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.52K- 6.86% |
$644K - $697K
|
102K
$9.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 2.91% |
$1.31M - $1.42M
|
541K
$50.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8+ 0.31% |
$685 - $741
|
2.62K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.05K- 31.01% |
$175K - $190K
|
4.55K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.16K+ 14.52% |
$442K - $478K
|
40.7K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$600 - $649
|
9.57K
$891K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.24KNew |
$278K - $301K
|
3.24K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-632- 4.5% |
$54.1K - $58.6K
|
13.4K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-322- 4.57% |
$27.6K - $29.8K
|
6.72K
$626K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.13K- 0.29% |
$96.9K - $105K
|
383K
$35.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 335.56% |
$13M - $14.1M
|
197K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.4K- 38.18% |
$3.46M - $3.75M
|
65.4K
$6.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 0.69% |
$2.4K - $2.59K
|
4.1K
$382K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.49KNew |
$128K - $138K
|
1.49K
$139K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.44K- 7.08% |
$552K - $597K
|
84.5K
$7.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 1.86% |
$167K - $181K
|
103K
$9.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.08K+ 24.68% |
$178K - $192K
|
10.5K
$976K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-49- 0.58% |
$4.2K - $4.54K
|
8.33K
$776K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.47K+ 30.38% |
$126K - $136K
|
6.32K
$588K
|
|