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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 4.45% |
$187K - $201K
|
55.3K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.3KNew |
$183K - $196K
|
2.3K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.09K+ 15.84% |
$166K - $178K
|
15.3K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.02K+ 3.44% |
$160K - $172K
|
60.8K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 50.8% |
$146K - $156K
|
5.44K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.65K+ 25.75% |
$131K - $141K
|
8.08K
$653K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.55K+ 3.91% |
$123K - $132K
|
41.2K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.49KNew |
$118K - $127K
|
1.49K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 38.83% |
$117K - $125K
|
5.25K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.32K+ 11.58% |
$105K - $113K
|
12.7K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.25KNew |
$99.5K - $107K
|
1.25K
$101K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.19K+ 0.41% |
$94.6K - $102K
|
289K
$23.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 2.49% |
$93.3K - $100K
|
48.3K
$3.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.15K+ 0.17% |
$91.6K - $98.4K
|
691K
$55.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.28% |
$88.7K - $95.2K
|
88.6K
$7.16M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 8.43% |
$80.6K - $86.6K
|
13.1K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
985+ 1.15% |
$78.2K - $84K
|
86.5K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
926+ 517.32% |
$73.5K - $78.9K
|
1.11K
$89.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
800New |
$63.5K - $68.2K
|
800
$64.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
662+ 0.1% |
$52.5K - $56.4K
|
690K
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
657+ 23.57% |
$52.1K - $56K
|
3.44K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
562+ 5.77% |
$44.6K - $47.9K
|
10.3K
$833K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
552+ 3.92% |
$43.8K - $47.1K
|
14.6K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
486+ 10.62% |
$38.6K - $41.4K
|
5.06K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
356+ 0.71% |
$28.3K - $30.3K
|
50.3K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
352New |
$27.9K - $30K
|
352
$28.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
352+ 0.99% |
$27.9K - $30K
|
36.1K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
266+ 1.45% |
$21.1K - $22.7K
|
18.6K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
266+ 16.63% |
$21.1K - $22.7K
|
1.87K
$151K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
135+ 2.19% |
$10.7K - $11.5K
|
6.3K
$510K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
134New |
$10.6K - $11.4K
|
134
$10.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
109+ 0.47% |
$8.65K - $9.29K
|
23.2K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 0.2% |
$8.49K - $9.12K
|
52.9K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
90+ 9000.0% |
$7.14K - $7.67K
|
91
$7.36K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
51+ 0.58% |
$4.05K - $4.35K
|
8.91K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42+ 0.47% |
$3.33K - $3.58K
|
8.9K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
32+ 1.01% |
$2.54K - $2.73K
|
3.19K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31+ 0.32% |
$2.46K - $2.64K
|
9.85K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20+ 0.46% |
$1.59K - $1.7K
|
4.37K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.47% |
$1.35K - $1.45K
|
3.67K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
17New |
$1.35K - $1.45K
|
17
$1.37K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
15+ 0.46% |
$1.19K - $1.28K
|
3.31K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.54% |
$476 - $511
|
1.13K
$91.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.22% |
$159 - $170
|
922
$74.6K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2+ 0.14% |
$159 - $170
|
1.4K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$79.4 - $85.2
|
25.9K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 1.04% |
$79.4 - $85.2
|
97
$7.85K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10- 0.21% |
$794 - $852
|
4.65K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16- 0.26% |
$1.27K - $1.36K
|
6.22K
$503K
|