Purchases and Sales Made in Q3 2025 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR U.S. EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
198K+ 72.58% |
$17M - $18.4M
|
471K
$43.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
152K+ 335.56% |
$13M - $14.1M
|
197K
$18.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
97.1KNew |
$8.32M - $9M
|
97.1K
$9.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.4K+ 20.69% |
$2.43M - $2.63M
|
165K
$15.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
25.1K+ 153.67% |
$2.15M - $2.33M
|
41.5K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 12.84% |
$2.02M - $2.18M
|
207K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5K+ 4.15% |
$1.76M - $1.9M
|
515K
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 2.91% |
$1.31M - $1.42M
|
541K
$50.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.6K+ 314.39% |
$1.16M - $1.26M
|
17.9K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
12.6K+ 268.66% |
$1.08M - $1.17M
|
17.3K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.63K+ 35.76% |
$568K - $614K
|
25.2K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.49KNew |
$471K - $509K
|
5.49K
$512K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.16K+ 14.52% |
$442K - $478K
|
40.7K
$3.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.83K+ 310.29% |
$413K - $447K
|
6.38K
$594K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.71KNew |
$318K - $344K
|
3.71K
$346K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.4KNew |
$291K - $315K
|
3.4K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.37K+ 25.9% |
$288K - $312K
|
16.4K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.24KNew |
$278K - $301K
|
3.24K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.19KNew |
$273K - $296K
|
3.19K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 20.3% |
$272K - $294K
|
18.8K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.97K+ 50.77% |
$254K - $275K
|
8.82K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.76K+ 6.52% |
$236K - $256K
|
45.1K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.34KNew |
$200K - $216K
|
2.34K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25KNew |
$193K - $209K
|
2.25K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.25KNew |
$193K - $208K
|
2.25K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.21K+ 75.1% |
$189K - $205K
|
5.15K
$479K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.08K+ 24.68% |
$178K - $192K
|
10.5K
$976K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.49KNew |
$128K - $138K
|
1.49K
$139K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.47K+ 30.38% |
$126K - $136K
|
6.32K
$588K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 11.82% |
$121K - $131K
|
13.4K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.4K+ 19.41% |
$120K - $130K
|
8.62K
$803K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.04KNew |
$88.7K - $96K
|
1.04K
$96.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
993New |
$85.1K - $92K
|
993
$92.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
601New |
$51.5K - $55.7K
|
601
$56K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
523+ 2.87% |
$44.8K - $48.5K
|
18.7K
$1.74M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
270+ 18.93% |
$23.1K - $25K
|
1.7K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
270+ 6.49% |
$23.1K - $25K
|
4.43K
$412K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
186+ 0.26% |
$15.9K - $17.2K
|
71.3K
$6.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
179+ 0.62% |
$15.3K - $16.6K
|
28.8K
$2.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
107+ 0.63% |
$9.17K - $9.92K
|
17K
$1.59M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
93+ 0.54% |
$7.97K - $8.62K
|
17.3K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 1.67% |
$5.4K - $5.84K
|
3.85K
$358K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
43+ 0.27% |
$3.68K - $3.98K
|
15.7K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
39+ 0.5% |
$3.34K - $3.61K
|
7.84K
$730K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 0.69% |
$2.4K - $2.59K
|
4.1K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14+ 0.21% |
$1.2K - $1.3K
|
6.59K
$614K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
14+ 0.29% |
$1.2K - $1.3K
|
4.92K
$459K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.26% |
$1.11K - $1.2K
|
4.93K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11+ 0.09% |
$942 - $1.02K
|
12.2K
$1.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
11+ 0.28% |
$942 - $1.02K
|
3.93K
$366K
|
|