Purchases and Sales Made in Q3 2024 in Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.7KNew |
$2.46M - $2.68M
|
32.7K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
31.6KNew |
$2.39M - $2.6M
|
31.6K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.1K+ 15.07% |
$2.04M - $2.23M
|
207K
$16.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 5.84% |
$1.68M - $1.83M
|
403K
$32.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
20.5KNew |
$1.55M - $1.69M
|
20.5K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
18K+ 104.92% |
$1.36M - $1.48M
|
35.1K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 79.96% |
$1.17M - $1.28M
|
35K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.3K+ 15.09% |
$932K - $1.01M
|
94.1K
$7.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 9.17% |
$919K - $1M
|
145K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 12.5% |
$775K - $844K
|
92.4K
$7.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.41K+ 10.83% |
$710K - $774K
|
96.4K
$7.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.27K+ 9.28% |
$700K - $762K
|
109K
$8.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94K+ 4.61% |
$524K - $570K
|
157K
$12.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.33KNew |
$327K - $356K
|
4.33K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.22K+ 5.12% |
$319K - $347K
|
86.7K
$7.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.88K+ 6.75% |
$293K - $319K
|
61.4K
$4.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.42K+ 28.5% |
$258K - $281K
|
15.4K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.35K+ 97.66% |
$252K - $275K
|
6.77K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.1K+ 2.49% |
$234K - $255K
|
127K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$227K - $247K
|
3K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.9KNew |
$219K - $238K
|
2.9K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.72KNew |
$205K - $224K
|
2.72K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 1.01% |
$198K - $215K
|
262K
$21.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.52K+ 3.02% |
$190K - $207K
|
86K
$6.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.47K+ 7.07% |
$187K - $203K
|
37.4K
$3.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.04K+ 34.28% |
$154K - $167K
|
7.98K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2K+ 7.38% |
$151K - $164K
|
29.1K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79K+ 0.5% |
$135K - $147K
|
363K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.19K+ 2.17% |
$89.4K - $97.4K
|
55.9K
$4.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 14.85% |
$87.8K - $95.6K
|
8.99K
$729K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
900+ 9.44% |
$67.9K - $74K
|
10.4K
$846K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
463+ 5.54% |
$34.9K - $38.1K
|
8.82K
$715K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
425+ 86.38% |
$32.1K - $34.9K
|
917
$74.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
269+ 2.87% |
$20.3K - $22.1K
|
9.65K
$782K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
232+ 0.62% |
$17.5K - $19.1K
|
37.5K
$3.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
195+ 3.27% |
$14.7K - $16K
|
6.15K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184+ 0.55% |
$13.9K - $15.1K
|
33.7K
$2.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
143+ 2.0% |
$10.8K - $11.8K
|
7.29K
$591K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
111+ 2.75% |
$8.38K - $9.12K
|
4.14K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$7.55K - $8.22K
|
100
$8.11K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84+ 1.19% |
$6.34K - $6.9K
|
7.16K
$580K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
72+ 1.39% |
$5.43K - $5.92K
|
5.26K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
28+ 0.29% |
$2.11K - $2.3K
|
9.66K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.67% |
$1.81K - $1.97K
|
3.62K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.55% |
$1.51K - $1.64K
|
3.63K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.55% |
$1.36K - $1.48K
|
3.28K
$266K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.14% |
$528 - $575
|
4.85K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.54% |
$453 - $493
|
1.12K
$90.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.15% |
$377 - $411
|
3.28K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.62% |
$377 - $411
|
814
$66K
|