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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
744New |
$36.6K - $41.8K
|
744
$61.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.96KNew |
$244K - $278K
|
4.96K
$412K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
508New |
$25K - $28.5K
|
508
$42.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-45- 0.43% |
$2.22K - $2.53K
|
10.3K
$860K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-135- 2.02% |
$6.65K - $7.58K
|
6.54K
$544K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-895- 30.92% |
$44.1K - $50.2K
|
2K
$166K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.94K - $5.95K
|
100
$8.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8.31K+ 7.33% |
$410K - $494K
|
122K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.07% |
$198 - $238
|
5.71K
$475K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12.3KNew |
$606K - $729K
|
12.3K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
840New |
$41.5K - $50K
|
840
$69.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.52KNew |
$75.3K - $90.6K
|
1.52K
$127K
|
|
| Q2 2022 | |||||||
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.58KClosed |
$180K - $227K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400Closed |
$20.1K - $25.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-46- 3.62% |
$2.31K - $2.92K
|
1.22K
$102K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-308Closed |
$15.5K - $19.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.55KClosed |
$179K - $226K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-315Closed |
$15.9K - $20K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-560- 6.25% |
$28.2K - $35.6K
|
8.39K
$698K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-7.29KClosed |
$367K - $463K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.52KClosed |
$177K - $223K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-152Closed |
$7.65K - $9.65K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.31% |
$866 - $1K
|
4.82K
$401K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.12KClosed |
$180K - $209K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.94KClosed |
$112K - $129K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 300.0% |
$5.89K - $6.81K
|
136
$11.3K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24.8KClosed |
$1.43M - $1.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
180New |
$10.4K - $12K
|
180
$15K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.1KClosed |
$237K - $274K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
700New |
$40.4K - $46.7K
|
700
$58.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-3.12KClosed |
$180K - $208K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-3.14KClosed |
$181K - $209K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.27KNew |
$76.7K - $84.7K
|
1.27K
$105K
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.58KClosed |
$216K - $239K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.11KClosed |
$67.3K - $74.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-60Closed |
$3.63K - $4.01K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.6K- 54.18% |
$1.37M - $1.51M
|
19.1K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-3.14KClosed |
$190K - $210K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.61KClosed |
$97.6K - $108K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.08KNew |
$126K - $139K
|
2.08K
$173K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$257K - $284K
|
4.25K
$353K
|
|
| Q3 2021 | |||||||
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 33.33% |
$6K - $6.41K
|
200
$16.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.92KClosed |
$236K - $252K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.57KClosed |
$275K - $293K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
160New |
$9.6K - $10.3K
|
160
$13.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
316New |
$19K - $20.3K
|
316
$26.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.08KNew |
$125K - $133K
|
2.08K
$173K
|
|
| Q2 2021 | |||||||
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
135+ 300.0% |
$7.65K - $8.2K
|
180
$15K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.25K+ 300.0% |
$298K - $319K
|
7K
$582K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585Closed |
$33.2K - $35.5K
|
0
$0
|
|