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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.5KNew |
$1.23M - $1.32M
|
15.5K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
9.08KNew |
$720K - $774K
|
9.08K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.74KNew |
$694K - $745K
|
8.74K
$667K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$478K - $513K
|
6.02K
$459K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.92KNew |
$231K - $248K
|
2.92K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.3KNew |
$183K - $196K
|
2.3K
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.55K+ 3.91% |
$123K - $132K
|
41.2K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.49KNew |
$118K - $127K
|
1.49K
$114K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.32K+ 11.58% |
$105K - $113K
|
12.7K
$970K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.15K+ 0.17% |
$91.6K - $98.4K
|
691K
$52.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.28% |
$88.7K - $95.2K
|
88.6K
$6.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
662+ 0.1% |
$52.5K - $56.4K
|
690K
$52.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
552+ 3.92% |
$43.8K - $47.1K
|
14.6K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
352+ 0.99% |
$27.9K - $30K
|
36.1K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 0.2% |
$8.49K - $9.12K
|
52.9K
$4.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-45- 5.11% |
$3.57K - $3.84K
|
835
$63.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-236- 4.0% |
$18.7K - $20.1K
|
5.66K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1K- 23.53% |
$79.4K - $85.2K
|
3.25K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.09K- 39.71% |
$165K - $178K
|
3.17K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 1.8% |
$172K - $185K
|
119K
$9.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.63K- 5.7% |
$447K - $480K
|
93.1K
$7.1M
|