Purchases and Sales Made in Q1 2025 in Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR VALUE ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.9K+ 15.02% |
$5.47M - $5.87M
|
527K
$42.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
67.2K+ 815.37% |
$5.33M - $5.72M
|
75.4K
$6.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.3K+ 37.41% |
$4.94M - $5.31M
|
229K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.6K+ 57.49% |
$4.09M - $4.4M
|
141K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.3K+ 4.38% |
$2.64M - $2.84M
|
792K
$64.1M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.7KNew |
$2.12M - $2.28M
|
26.7K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
26.4KNew |
$2.1M - $2.25M
|
26.4K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
26.2KNew |
$2.08M - $2.23M
|
26.2K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.9KNew |
$1.5M - $1.61M
|
18.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18K+ 509.29% |
$1.43M - $1.53M
|
21.5K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16.5KNew |
$1.31M - $1.4M
|
16.5K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15.7KNew |
$1.25M - $1.34M
|
15.7K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.5KNew |
$1.23M - $1.32M
|
15.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.61KNew |
$763K - $819K
|
9.61K
$777K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
9.54K+ 7.11% |
$757K - $813K
|
144K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.33KNew |
$741K - $795K
|
9.33K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
9.08KNew |
$720K - $774K
|
9.08K
$734K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9KNew |
$715K - $768K
|
9K
$728K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.74KNew |
$694K - $745K
|
8.74K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 29.72% |
$689K - $740K
|
37.9K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.43KNew |
$590K - $633K
|
7.43K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.3K+ 1.85% |
$579K - $622K
|
401K
$32.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.75K+ 6.45% |
$535K - $575K
|
111K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.66KNew |
$528K - $567K
|
6.66K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.65KNew |
$528K - $567K
|
6.65K
$538K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.49KNew |
$515K - $553K
|
6.49K
$525K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$478K - $513K
|
6.02K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.11K+ 98.52% |
$406K - $436K
|
10.3K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.83KNew |
$383K - $412K
|
4.83K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.79KNew |
$380K - $408K
|
4.79K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.77K+ 1.2% |
$379K - $407K
|
403K
$32.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.77KNew |
$378K - $406K
|
4.77K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.4K+ 88.23% |
$349K - $375K
|
9.39K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.05KNew |
$322K - $345K
|
4.05K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.96KNew |
$314K - $338K
|
3.96K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.78KNew |
$300K - $322K
|
3.78K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.52KNew |
$280K - $300K
|
3.52K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.26KNew |
$259K - $278K
|
3.26K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.2KNew |
$254K - $273K
|
3.2K
$259K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.02KNew |
$240K - $258K
|
3.02K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3KNew |
$238K - $256K
|
3K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.92KNew |
$231K - $248K
|
2.92K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 8.53% |
$230K - $247K
|
36.9K
$2.98M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.89K+ 578.4% |
$230K - $247K
|
3.39K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.89K+ 3.0% |
$229K - $246K
|
99.1K
$8.01M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.79K+ 33.67% |
$222K - $238K
|
11.1K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.54KNew |
$201K - $216K
|
2.54K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.48KNew |
$197K - $211K
|
2.48K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$196K - $210K
|
2.47K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.45K+ 31.7% |
$195K - $209K
|
10.2K
$824K
|