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 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-45- 5.11% |
$3.57K - $3.84K
|
835
$67.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 11.34% |
$3.57K - $3.84K
|
352
$28.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-48- 0.54% |
$3.81K - $4.09K
|
8.9K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 1.83% |
$4.13K - $4.43K
|
2.78K
$225K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-90- 1.23% |
$7.14K - $7.67K
|
7.23K
$585K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-153- 1.06% |
$12.1K - $13K
|
14.2K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-236- 4.0% |
$18.7K - $20.1K
|
5.66K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-262- 5.33% |
$20.8K - $22.3K
|
4.65K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-310- 2.63% |
$24.6K - $26.4K
|
11.5K
$929K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-375- 2.4% |
$29.8K - $32K
|
15.2K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-457- 3.65% |
$36.3K - $39K
|
12.1K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-543- 0.24% |
$43.1K - $46.3K
|
225K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-680- 0.27% |
$54K - $58K
|
249K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-838- 2.98% |
$66.5K - $71.4K
|
27.3K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-876- 0.65% |
$69.5K - $74.7K
|
133K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1K- 23.53% |
$79.4K - $85.2K
|
3.25K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.1K- 1.87% |
$87.1K - $93.5K
|
57.4K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 0.29% |
$114K - $123K
|
501K
$40.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 6.23% |
$140K - $151K
|
26.6K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 3.16% |
$153K - $164K
|
59K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.09K- 39.71% |
$165K - $178K
|
3.17K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 1.8% |
$172K - $185K
|
119K
$9.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.69K- 79.19% |
$213K - $229K
|
706
$57.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.35K- 8.7% |
$266K - $285K
|
35.1K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.52K- 6.31% |
$359K - $385K
|
67.2K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.63K- 5.7% |
$447K - $480K
|
93.1K
$7.53M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.56K- 5.99% |
$679K - $729K
|
134K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.6K- 18.48% |
$682K - $733K
|
37.9K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 5.08% |
$814K - $874K
|
192K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.7K- 4.83% |
$3.54M - $3.81M
|
879K
$71.1M
|