Purchases and Sales Made in Q2 2025 in Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.8K+ 50.79% |
$1.94M - $2.24M
|
79.7K
$6.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14K+ 14.15% |
$1.01M - $1.17M
|
113K
$9.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.5K+ 1.67% |
$832K - $962K
|
703K
$59.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
10.8K+ 1.56% |
$778K - $899K
|
700K
$59.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$723K - $835K
|
10K
$851K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.84KNew |
$566K - $654K
|
7.84K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.77KNew |
$489K - $565K
|
6.77K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.75KNew |
$487K - $563K
|
6.75K
$574K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.67K+ 64.74% |
$481K - $556K
|
17K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.53K+ 4.87% |
$471K - $545K
|
141K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.13K+ 184.23% |
$370K - $428K
|
7.91K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.48K+ 8.1% |
$323K - $373K
|
59.7K
$5.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.98KNew |
$287K - $332K
|
3.98K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.95K+ 50.24% |
$285K - $329K
|
11.8K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$255K - $295K
|
3.53K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 2.1% |
$202K - $233K
|
136K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.77KNew |
$200K - $231K
|
2.77K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.75K+ 34.02% |
$198K - $229K
|
10.8K
$920K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.11K+ 20.47% |
$152K - $176K
|
12.4K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 2.38% |
$149K - $172K
|
88.5K
$7.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.87K+ 81.29% |
$135K - $156K
|
4.18K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.79K+ 28.32% |
$129K - $149K
|
8.09K
$688K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.78K+ 17.43% |
$128K - $148K
|
12K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.27K+ 38.82% |
$91.4K - $106K
|
4.53K
$385K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2KNew |
$86.5K - $100K
|
1.2K
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 21.83% |
$82.7K - $95.6K
|
6.4K
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.11K+ 0.38% |
$80K - $92.5K
|
290K
$24.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1K+ 1.74% |
$72.2K - $83.4K
|
58.4K
$4.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
961+ 7.35% |
$69.3K - $80.1K
|
14K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
612+ 0.69% |
$44.2K - $51K
|
89.2K
$7.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
605+ 4.14% |
$43.7K - $50.5K
|
15.2K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
542New |
$39.1K - $45.2K
|
542
$46.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
453+ 9.74% |
$32.7K - $37.8K
|
5.11K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
423+ 8.36% |
$30.5K - $35.3K
|
5.49K
$466K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
307+ 2.16% |
$22.2K - $25.6K
|
14.5K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
253+ 1.99% |
$18.3K - $21.1K
|
13K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
248+ 0.49% |
$17.9K - $20.7K
|
50.5K
$4.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$14.4K - $16.7K
|
200
$17K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
192+ 2.13% |
$13.9K - $16K
|
9.2K
$782K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181+ 3.32% |
$13.1K - $15.1K
|
5.63K
$478K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
170+ 0.73% |
$12.3K - $14.2K
|
23.4K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
88+ 628.57% |
$6.35K - $7.34K
|
102
$8.67K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
45New |
$3.25K - $3.75K
|
45
$3.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.34% |
$2.38K - $2.75K
|
9.88K
$840K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30New |
$2.16K - $2.5K
|
30
$2.55K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
21+ 0.48% |
$1.52K - $1.75K
|
4.39K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.07% |
$1.37K - $1.58K
|
26K
$2.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.49% |
$1.3K - $1.5K
|
3.68K
$313K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
17+ 0.51% |
$1.23K - $1.42K
|
3.33K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
16+ 0.5% |
$1.15K - $1.33K
|
3.21K
$273K
|