Latest Institutional Purchases of Ishares Morningstar U.S. Equit (ILCB)
This list provides information on the latest institutional transactions involving Ishares Morningstar U.S. Equit (ILCB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
983K+ 352.85% |
$77.1M - $83.1M
|
1.26M
$105M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135KNew |
$10.6M - $11.4M
|
135K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
134K+ 36.08% |
$10.5M - $11.3M
|
506K
$42.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131K+ 35.87% |
$10.2M - $11M
|
494K
$41.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
37.7KNew |
$2.96M - $3.19M
|
37.7K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
26.8KNew |
$2.1M - $2.26M
|
26.8K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
23.1K+ 31650.68% |
$1.81M - $1.95M
|
23.2K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4K+ 339.21% |
$1.68M - $1.81M
|
27.7K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 199.87% |
$1.68M - $1.81M
|
32K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
15.5KNew |
$1.21M - $1.31M
|
15.5K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11KNew |
$866K - $934K
|
11K
$918K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
9.84KNew |
$772K - $832K
|
9.84K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
7.98K+ 24.78% |
$626K - $675K
|
40.2K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.97K+ 25.15% |
$468K - $504K
|
29.7K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
4.39KNew |
$344K - $371K
|
4.39K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.92K+ 14.53% |
$307K - $331K
|
30.9K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.87K+ 2.78% |
$303K - $327K
|
143K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.83K+ 28.93% |
$300K - $324K
|
17.1K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46KNew |
$272K - $293K
|
3.46K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.03KNew |
$238K - $256K
|
3.03K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.87K+ 18.24% |
$225K - $243K
|
18.6K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.85KNew |
$223K - $241K
|
2.85K
$237K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
2.73KNew |
$214K - $231K
|
2.73K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$196K - $211K
|
2.5K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.47KNew |
$194K - $209K
|
2.47K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.96K+ 1.15% |
$154K - $166K
|
172K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.84K+ 18.18% |
$144K - $155K
|
11.9K
$992K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.61K+ 4.8% |
$126K - $136K
|
35.1K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.57K+ 5.8% |
$123K - $133K
|
28.7K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.04K+ 15.2% |
$81.3K - $87.7K
|
7.86K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
851+ 11.7% |
$66.7K - $72K
|
8.12K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
828+ 11.77% |
$64.9K - $70K
|
7.86K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
649+ 7.09% |
$50.9K - $54.9K
|
9.81K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
533New |
$41.8K - $45.1K
|
533
$44.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
504+ 6.34% |
$39.5K - $42.6K
|
8.45K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
443+ 3.99% |
$34.7K - $37.5K
|
11.6K
$960K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
440+ 0.67% |
$34.5K - $37.2K
|
66.1K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
370New |
$29K - $31.3K
|
370
$30.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
333+ 9.04% |
$26.1K - $28.2K
|
4.02K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
292+ 286.27% |
$22.9K - $24.7K
|
394
$32.7K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
280+ 1.0% |
$22K - $23.7K
|
28.3K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
272New |
$21.3K - $23K
|
272
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
265+ 4.12% |
$20.8K - $22.4K
|
6.7K
$557K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
206+ 2.52% |
$16.2K - $17.4K
|
8.38K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
198+ 1.22% |
$15.5K - $16.7K
|
16.4K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
139+ 0.07% |
$10.9K - $11.8K
|
210K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
136+ 0.09% |
$10.7K - $11.5K
|
154K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81+ 0.05% |
$6.35K - $6.85K
|
161K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
80New |
$6.27K - $6.76K
|
80
$6.65K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76+ 2.43% |
$5.96K - $6.43K
|
3.2K
$266K
|