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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
700New |
$39.7K - $42.5K
|
700
$58.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
450+ 300.0% |
$25.5K - $27.3K
|
600
$49.9K
|
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
916+ 299.35% |
$51.9K - $55.6K
|
1.22K
$102K
|
|
|
Aug 10, 2021
Q2 2021
|
First Bank & Trust
|
BUY
|
- |
300+ 300.0% |
$17K - $18.2K
|
400
$33.2K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.05KClosed |
$59.7K - $64K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
36+ 300.0% |
$2.04K - $2.19K
|
48
$3.99K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-70Closed |
$3.97K - $4.25K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
3.18K+ 300.09% |
$180K - $193K
|
4.25K
$353K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
27+ 300.0% |
$1.53K - $1.64K
|
36
$2.99K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6.29K+ 300.0% |
$356K - $382K
|
8.38K
$697K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-28.2KClosed |
$1.5M - $1.58M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-870Closed |
$46.2K - $48.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.46KClosed |
$77.2K - $81.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-113Closed |
$6K - $6.34K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.21KClosed |
$64.1K - $67.8K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-975Closed |
$51.7K - $54.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-407Closed |
$19.1K - $22.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40Closed |
$1.88K - $2.17K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-490Closed |
$23K - $26.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.27KClosed |
$187K - $221K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-448Closed |
$19.7K - $23.2K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.34KClosed |
$58.9K - $69.5K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.32KClosed |
$365K - $430K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
SELL
|
- |
-31Closed |
$1.36K - $1.6K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.6KClosed |
$553K - $652K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-167- 83.5% |
$5.85K - $7.66K
|
33
$2.74K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41Closed |
$1.44K - $1.88K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-282Closed |
$9.87K - $12.9K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-190Closed |
$6.65K - $8.72K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-53Closed |
$1.86K - $2.43K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
SELL
|
- |
-161Closed |
$5.64K - $7.39K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.88KClosed |
$59.1K - $91.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.6KClosed |
$239K - $369K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.1KClosed |
$663K - $1.03M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.09KClosed |
$34K - $52.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-27Closed |
$847 - $1.31K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-225Closed |
$7.06K - $10.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-19Closed |
$596 - $921
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-110Closed |
$3.45K - $5.33K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18Closed |
$565 - $873
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.34KClosed |
$54.7K - $61.9K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-246KClosed |
$10M - $11.4M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Meeder Asset Management Inc
|
SELL
|
- |
-50Closed |
$2.04K - $2.31K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.32% |
$40.8 - $46.2
|
314
$26.1K
|
|
|
Feb 12, 2020
Q4 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.92KClosed |
$242K - $273K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.8KClosed |
$73.6K - $83.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130Closed |
$5.42K - $5.55K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.28KClosed |
$53.2K - $54.5K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.01KClosed |
$42.2K - $43.3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-112Closed |
$4.67K - $4.78K
|
0
$0
|
|