Purchases and Sales Made in Q4 2025 in Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
48.9K+ 10.37% |
$4.43M - $4.66M
|
520K
$48.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.76KNew |
$341K - $358K
|
3.76K
$350K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.13KNew |
$103K - $108K
|
1.13K
$106K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
480New |
$43.5K - $45.7K
|
480
$44.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
108+ 3.78% |
$9.79K - $10.3K
|
2.97K
$276K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
16+ 0.32% |
$1.45K - $1.52K
|
4.94K
$460K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.32% |
$1.45K - $1.52K
|
4.95K
$461K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.29% |
$1.09K - $1.14K
|
4.17K
$388K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.19% |
$725 - $762
|
4.17K
$388K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37- 0.21% |
$3.35K - $3.53K
|
17.8K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-161- 1.64% |
$14.6K - $15.3K
|
9.68K
$901K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-383- 0.23% |
$34.7K - $36.5K
|
165K
$15.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.13K- 11.22% |
$102K - $107K
|
8.91K
$829K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.8K- 9.32% |
$163K - $172K
|
17.5K
$1.63M
|
|