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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03K+ 52.7% |
$195K - $219K
|
8.77K
$729K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
120+ 1.72% |
$7.74K - $8.7K
|
7.08K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
156New |
$10.1K - $11.3K
|
156
$13K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$181K - $203K
|
2.8K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.48KNew |
$95.5K - $107K
|
1.48K
$123K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.74KNew |
$370K - $416K
|
5.74K
$477K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.54K- 93.41% |
$422K - $474K
|
461
$38.3K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94KNew |
$190K - $213K
|
2.94K
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.3K- 8.45% |
$83.6K - $93.8K
|
14K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.05K- 24.34% |
$67.5K - $75.8K
|
3.25K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 16.8% |
$6.78K - $7.61K
|
520
$43.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.01KNew |
$194K - $218K
|
3.01K
$250K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-31- 0.42% |
$2K - $2.25K
|
7.32K
$608K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
892New |
$57.6K - $64.6K
|
892
$74.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.27% |
$194 - $217
|
1.11K
$92.2K
|
|
| Q4 2023 | |||||||
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.19KNew |
$180K - $210K
|
3.19K
$265K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
726+ 36300.0% |
$41.1K - $47.9K
|
728
$60.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
242New |
$13.7K - $16K
|
242
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
151KNew |
$8.56M - $9.98M
|
151K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.3KNew |
$73.6K - $85.7K
|
1.3K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$877K - $1.02M
|
15.5K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
608New |
$34.4K - $40.1K
|
608
$50.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18KNew |
$66.8K - $77.8K
|
1.18K
$98.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1K- 11.21% |
$56.6K - $66K
|
7.92K
$658K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
3.36KNew |
$190K - $221K
|
3.36K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.72K- 46.04% |
$493K - $575K
|
10.2K
$849K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
51+ 0.9% |
$2.89K - $3.36K
|
5.74K
$477K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-668- 69.01% |
$37.8K - $44.1K
|
300
$24.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
75+ 0.89% |
$4.24K - $4.95K
|
8.48K
$705K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-663- 5.88% |
$37.5K - $43.7K
|
10.6K
$882K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-95- 0.96% |
$5.57K - $6K
|
9.84K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.75KNew |
$220K - $237K
|
3.75K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.94KNew |
$231K - $249K
|
3.94K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-29- 5.68% |
$1.7K - $1.83K
|
482
$40.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$214K - $230K
|
3.64K
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
48+ 0.4% |
$2.82K - $3.03K
|
12K
$997K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
196New |
$11.5K - $12.4K
|
196
$16.3K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
4.55KNew |
$267K - $287K
|
4.55K
$378K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.6KNew |
$211K - $227K
|
3.6K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.93K - $3.16K
|
50
$4.16K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.23KNew |
$72.1K - $77.6K
|
1.23K
$102K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12+ 0.3% |
$667 - $733
|
3.97K
$330K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.64K- 19.94% |
$91K - $100K
|
6.58K
$547K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 9.62% |
$2.78K - $3.05K
|
470
$39.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.08KNew |
$60K - $66K
|
1.08K
$89.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.53KNew |
$196K - $215K
|
3.53K
$293K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
800New |
$41.7K - $46K
|
800
$66.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 364.02% |
$31.1K - $34.3K
|
761
$63.2K
|
|
| Q4 2022 | |||||||
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
19.3KNew |
$951K - $1.08M
|
19.3K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
520New |
$25.6K - $29.2K
|
520
$43.2K
|
|