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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 2.43% |
$5.96K - $6.43K
|
3.2K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-72- 2.16% |
$5.65K - $6.09K
|
3.27K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$78.4 - $84.6
|
2.69K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$196K - $211K
|
2.5K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-50- 1.11% |
$3.92K - $4.23K
|
4.47K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-85- 3.14% |
$6.67K - $7.19K
|
2.62K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 61.28% |
$936K - $1.01M
|
7.54K
$627K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.5K- 57.11% |
$510K - $550K
|
4.88K
$406K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
440+ 0.67% |
$34.5K - $37.2K
|
66.1K
$5.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9.57K- 17.15% |
$751K - $809K
|
46.2K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-59- 0.51% |
$4.63K - $4.99K
|
11.6K
$962K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-383- 3.67% |
$30K - $32.4K
|
10K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.29K- 6.66% |
$101K - $109K
|
18.1K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$235 - $254
|
905
$75.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
12+ 0.02% |
$941 - $1.01K
|
66.7K
$5.54M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-5- 0.03% |
$392 - $423
|
14.4K
$1.2M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.57KNew |
$612K - $679K
|
8.57K
$713K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.45% |
$71.4 - $79.2
|
224
$18.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7+ 0.18% |
$500 - $555
|
3.88K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.9% |
$7.14K - $7.92K
|
5.16K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.35KNew |
$239K - $265K
|
3.35K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-680- 12.73% |
$48.5K - $53.9K
|
4.66K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-231- 5.71% |
$16.5K - $18.3K
|
3.82K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.16% |
$571 - $634
|
4.91K
$408K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.78K - $1.98K
|
25
$2.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-64- 5.98% |
$4.57K - $5.07K
|
1.01K
$83.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
400New |
$28.6K - $31.7K
|
400
$33.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.57KNew |
$183K - $204K
|
2.57K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 10.87% |
$714 - $792
|
82
$6.82K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.55K- 2.89% |
$396K - $440K
|
187K
$15.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.5K+ 305.78% |
$5.75M - $6.38M
|
107K
$8.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.3% |
$785 - $872
|
3.71K
$308K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.6K+ 306.51% |
$1.25M - $1.39M
|
23.3K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-33- 9.54% |
$2.36K - $2.61K
|
313
$26K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$181K - $201K
|
2.54K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-263- 3.45% |
$18.8K - $20.8K
|
7.37K
$613K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-852- 14.42% |
$60.8K - $67.5K
|
5.06K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-169- 14.54% |
$12.1K - $13.4K
|
993
$82.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.01% |
$71.4 - $79.2
|
7.89K
$655K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
400+ 5.27% |
$27.4K - $30.2K
|
7.98K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.75K- 95.07% |
$120K - $132K
|
91
$7.56K
|
|
|
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
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-43- 1.29% |
$2.95K - $3.25K
|
3.29K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$126K - $139K
|
1.84K
$153K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.34KNew |
$91.8K - $101K
|
1.34K
$111K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
188New |
$12.9K - $14.2K
|
188
$15.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.02K- 33.16% |
$70.2K - $77.3K
|
2.06K
$172K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
516New |
$35.4K - $38.9K
|
516
$42.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$71.8K - $79.1K
|
1.05K
$87.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.91K- 32.87% |
$188K - $211K
|
5.95K
$494K
|
|