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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8+ 0.31% |
$685 - $741
|
2.62K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$600 - $649
|
9.57K
$891K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7+ 0.16% |
$600 - $649
|
4.39K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.29% |
$600 - $649
|
2.42K
$226K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$600 - $649
|
4.16K
$387K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$428 - $463
|
28.3K
$2.63M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.04% |
$171 - $185
|
4.67K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.21% |
$85.7 - $92.7
|
486
$45.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$85.7 - $92.7
|
2.29K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$85.7 - $92.7
|
372
$34.6K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$85.7 - $92.7
|
15.5K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.16% |
$85.7 - $92.7
|
615
$57.3K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.04% |
$85.7 - $92.7
|
2.7K
$251K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
24KNew |
$1.65M - $2.06M
|
24K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.8KNew |
$810K - $1.01M
|
11.8K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.07K+ 8479.17% |
$279K - $349K
|
4.12K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.53KNew |
$242K - $303K
|
3.53K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.62KNew |
$180K - $225K
|
2.62K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$174K - $218K
|
2.54K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$172K - $214K
|
2.5K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.36KNew |
$162K - $203K
|
2.36K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.35KNew |
$161K - $202K
|
2.35K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.72KNew |
$118K - $147K
|
1.72K
$160K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
459+ 5.16% |
$31.5K - $39.4K
|
9.35K
$870K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
381+ 25.47% |
$26.1K - $32.7K
|
1.88K
$175K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
44+ 0.07% |
$3.02K - $3.77K
|
64.5K
$6.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 1.79% |
$480 - $600
|
399
$37.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$206 - $257
|
6.54K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.44% |
$68.6 - $85.8
|
226
$21K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.37% |
$68.6 - $85.8
|
273
$25.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.5K+ 109.99% |
$2.32M - $2.59M
|
58.2K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 779.78% |
$1.01M - $1.13M
|
15K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.08KNew |
$615K - $687K
|
8.08K
$752K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.47KNew |
$340K - $380K
|
4.47K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.89K+ 76.82% |
$220K - $246K
|
6.66K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.32K+ 7.1% |
$101K - $113K
|
19.9K
$1.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
800New |
$60.9K - $68K
|
800
$74.5K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
78+ 85.71% |
$5.94K - $6.63K
|
169
$15.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.2 - $85.1
|
3.27K
$305K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
134K+ 36.08% |
$10.5M - $11.3M
|
506K
$47.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11KNew |
$866K - $934K
|
11K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
9.84KNew |
$772K - $832K
|
9.84K
$917K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.85KNew |
$223K - $241K
|
2.85K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.47KNew |
$194K - $209K
|
2.47K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.61K+ 4.8% |
$126K - $136K
|
35.1K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
198+ 1.22% |
$15.5K - $16.7K
|
16.4K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
80New |
$6.27K - $6.76K
|
80
$7.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$235 - $254
|
905
$84.3K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
80.5K+ 305.78% |
$5.75M - $6.38M
|
107K
$9.95M
|
|