Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.4K- 38.18% |
$3.46M - $3.75M
|
65.4K
$6.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 70.18% |
$2.2M - $2.38M
|
10.9K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.3K- 7.52% |
$1.73M - $1.88M
|
249K
$23.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.52K- 6.86% |
$644K - $697K
|
102K
$9.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.54K- 4.7% |
$560K - $606K
|
133K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.44K- 7.08% |
$552K - $597K
|
84.5K
$7.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.37K- 7.8% |
$545K - $590K
|
75.2K
$7.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 8.22% |
$286K - $309K
|
37.3K
$3.47M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.01K- 8.82% |
$258K - $279K
|
31.2K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.99K- 7.65% |
$256K - $277K
|
36.1K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.13K- 5.42% |
$182K - $197K
|
37.1K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.05K- 31.01% |
$175K - $190K
|
4.55K
$424K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.95K- 1.86% |
$167K - $181K
|
103K
$9.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.67K- 97.77% |
$143K - $154K
|
38
$3.54K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 1.57% |
$118K - $127K
|
86.2K
$8.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.31K- 4.27% |
$113K - $122K
|
29.5K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.21K- 8.97% |
$103K - $112K
|
12.3K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.13K- 0.29% |
$96.9K - $105K
|
383K
$35.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-931- 13.52% |
$79.7K - $86.3K
|
5.96K
$555K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-812- 22.12% |
$69.6K - $75.2K
|
2.86K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-719- 0.8% |
$61.6K - $66.6K
|
89.1K
$8.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-715- 1.64% |
$61.2K - $66.3K
|
42.8K
$3.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-687- 0.41% |
$58.8K - $63.7K
|
166K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-632- 4.5% |
$54.1K - $58.6K
|
13.4K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-540- 2.22% |
$46.3K - $50K
|
23.8K
$2.22M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-520- 35.14% |
$44.5K - $48.2K
|
960
$89.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-400- 14.04% |
$34.3K - $37.1K
|
2.45K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-399- 6.06% |
$34.2K - $37K
|
6.19K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-338- 1.69% |
$29K - $31.3K
|
19.6K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-322- 4.57% |
$27.6K - $29.8K
|
6.72K
$626K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-279- 3.8% |
$23.9K - $25.9K
|
7.06K
$657K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-260- 2.39% |
$22.3K - $24.1K
|
10.6K
$987K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-252- 3.58% |
$21.6K - $23.4K
|
6.79K
$632K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-247- 0.58% |
$21.2K - $22.9K
|
42.7K
$3.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-137- 31.28% |
$11.7K - $12.7K
|
301
$28K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-82- 0.65% |
$7.02K - $7.6K
|
12.5K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-72- 2.6% |
$6.17K - $6.67K
|
2.7K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-61- 3.26% |
$5.23K - $5.65K
|
1.81K
$169K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-60- 0.59% |
$5.14K - $5.56K
|
10K
$934K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-55- 0.56% |
$4.71K - $5.1K
|
9.84K
$916K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-55- 1.09% |
$4.71K - $5.1K
|
5K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-50- 1.49% |
$4.28K - $4.63K
|
3.31K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-49- 0.58% |
$4.2K - $4.54K
|
8.33K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-49- 0.44% |
$4.2K - $4.54K
|
11.2K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-39- 33.91% |
$3.34K - $3.61K
|
76
$7.08K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 0.66% |
$2.48K - $2.69K
|
4.38K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-25- 0.77% |
$2.14K - $2.32K
|
3.23K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-24- 3.03% |
$2.06K - $2.22K
|
768
$71.5K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 80.87% |
$783K - $978K
|
2.7K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.9K- 40.04% |
$748K - $935K
|
16.3K
$1.52M
|
|