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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 3.03% |
$2.06K - $2.22K
|
768
$71.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
993New |
$85.1K - $92K
|
993
$92.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-812- 22.12% |
$69.6K - $75.2K
|
2.86K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$600 - $649
|
4.16K
$387K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.71KNew |
$318K - $344K
|
3.71K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
198K+ 72.58% |
$17M - $18.4M
|
471K
$43.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-399- 6.06% |
$34.2K - $37K
|
6.19K
$576K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.26% |
$1.11K - $1.2K
|
4.93K
$459K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-55- 1.09% |
$4.71K - $5.1K
|
5K
$466K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11+ 0.28% |
$942 - $1.02K
|
3.93K
$366K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14+ 0.29% |
$1.2K - $1.3K
|
4.92K
$459K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 11.17% |
$365K - $457K
|
42.3K
$3.94M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
459+ 5.16% |
$31.5K - $39.4K
|
9.35K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.36KNew |
$162K - $203K
|
2.36K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.8KNew |
$810K - $1.01M
|
11.8K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 80.87% |
$783K - $978K
|
2.7K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.05K- 44.05% |
$141K - $176K
|
2.61K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-34- 8.63% |
$2.33K - $2.92K
|
360
$33.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.72KNew |
$118K - $147K
|
1.72K
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.53KNew |
$242K - $303K
|
3.53K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.07K+ 8479.17% |
$279K - $349K
|
4.12K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
24KNew |
$1.65M - $2.06M
|
24K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-52- 0.71% |
$3.57K - $4.46K
|
7.27K
$677K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 1.79% |
$480 - $600
|
399
$37.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$206 - $257
|
6.54K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.9K- 40.04% |
$748K - $935K
|
16.3K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 2.9% |
$310K - $387K
|
151K
$14.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.44% |
$68.6 - $85.8
|
226
$21K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-238- 6.09% |
$16.3K - $20.4K
|
3.67K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-247- 9.03% |
$17K - $21.2K
|
2.49K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$68.6 - $85.8
|
273
$25.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-5.89K- 6.69% |
$404K - $506K
|
82.2K
$7.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-110- 1.3% |
$7.55K - $9.44K
|
8.32K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.58K- 23.84% |
$451K - $564K
|
21K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-601- 18.6% |
$41.2K - $51.6K
|
2.63K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-54- 1.45% |
$3.71K - $4.63K
|
3.66K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.62KNew |
$180K - $225K
|
2.62K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35KNew |
$161K - $202K
|
2.35K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
44+ 0.07% |
$3.02K - $3.77K
|
64.5K
$6.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$174K - $218K
|
2.54K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$172K - $214K
|
2.5K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-121- 5.82% |
$8.3K - $10.4K
|
1.96K
$182K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-96- 44.04% |
$6.59K - $8.23K
|
122
$11.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 3.59% |
$618 - $772
|
242
$22.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
381+ 25.47% |
$26.1K - $32.7K
|
1.88K
$175K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-89- 0.62% |
$6.11K - $7.63K
|
14.2K
$1.33M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 779.78% |
$1.01M - $1.13M
|
15K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
78+ 85.71% |
$5.94K - $6.63K
|
169
$15.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.32K+ 7.1% |
$101K - $113K
|
19.9K
$1.86M
|
|