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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 11.82% |
$121K - $131K
|
13.4K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
10+ 0.24% |
$857 - $927
|
4.15K
$387K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43+ 0.27% |
$3.68K - $3.98K
|
15.7K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.09% |
$942 - $1.02K
|
12.2K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-50- 1.49% |
$4.28K - $4.63K
|
3.31K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 0.66% |
$2.48K - $2.69K
|
4.38K
$408K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.4K+ 20.69% |
$2.43M - $2.63M
|
165K
$15.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-931- 13.52% |
$79.7K - $86.3K
|
5.96K
$555K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-247- 0.58% |
$21.2K - $22.9K
|
42.7K
$3.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25KNew |
$193K - $209K
|
2.25K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 20.3% |
$272K - $294K
|
18.8K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$85.7 - $92.7
|
15.5K
$1.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.83K+ 310.29% |
$413K - $447K
|
6.38K
$594K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.67K- 97.77% |
$143K - $154K
|
38
$3.54K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
97.1KNew |
$8.32M - $9M
|
97.1K
$9.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-55- 0.56% |
$4.71K - $5.1K
|
9.84K
$916K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-279- 3.8% |
$23.9K - $25.9K
|
7.06K
$657K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.16% |
$85.7 - $92.7
|
615
$57.3K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$428 - $463
|
28.3K
$2.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.21% |
$1.2K - $1.3K
|
6.59K
$614K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7+ 0.16% |
$600 - $649
|
4.39K
$408K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.21K+ 75.1% |
$189K - $205K
|
5.15K
$479K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
270+ 6.49% |
$23.1K - $25K
|
4.43K
$412K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-61- 3.26% |
$5.23K - $5.65K
|
1.81K
$169K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-260- 2.39% |
$22.3K - $24.1K
|
10.6K
$987K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 8.22% |
$286K - $309K
|
37.3K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.21K- 8.97% |
$103K - $112K
|
12.3K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
601New |
$51.5K - $55.7K
|
601
$56K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
107+ 0.63% |
$9.17K - $9.92K
|
17K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-137- 31.28% |
$11.7K - $12.7K
|
301
$28K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-39- 33.91% |
$3.34K - $3.61K
|
76
$7.08K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.99K- 7.65% |
$256K - $277K
|
36.1K
$3.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.25KNew |
$193K - $208K
|
2.25K
$209K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.6K+ 268.66% |
$1.08M - $1.17M
|
17.3K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.4KNew |
$291K - $315K
|
3.4K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-687- 0.41% |
$58.8K - $63.7K
|
166K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-49- 0.44% |
$4.2K - $4.54K
|
11.2K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-252- 3.58% |
$21.6K - $23.4K
|
6.79K
$632K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 14.04% |
$34.3K - $37.1K
|
2.45K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$85.7 - $92.7
|
2.7K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-338- 1.69% |
$29K - $31.3K
|
19.6K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 1.57% |
$118K - $127K
|
86.2K
$8.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.4K+ 19.41% |
$120K - $130K
|
8.62K
$803K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.54K- 4.7% |
$560K - $606K
|
133K
$12.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.29% |
$600 - $649
|
2.42K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-82- 0.65% |
$7.02K - $7.6K
|
12.5K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.6K+ 314.39% |
$1.16M - $1.26M
|
17.9K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
25.1K+ 153.67% |
$2.15M - $2.33M
|
41.5K
$3.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
179+ 0.62% |
$15.3K - $16.6K
|
28.8K
$2.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
186+ 0.26% |
$15.9K - $17.2K
|
71.3K
$6.64M
|
|