Purchases and Sales Made in Q3 2025 in Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.2KNew |
$2.25M - $2.45M
|
27.2K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.98KNew |
$330K - $358K
|
3.98K
$359K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.36KNew |
$196K - $213K
|
2.36K
$213K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.18K+ 52.19% |
$181K - $196K
|
6.35K
$572K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.47K+ 1.07% |
$122K - $133K
|
139K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
550+ 5.43% |
$45.6K - $49.5K
|
10.7K
$962K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
228+ 0.45% |
$18.9K - $20.5K
|
50.7K
$4.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
172+ 1.96% |
$14.3K - $15.5K
|
8.95K
$806K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
100+ 2.83% |
$8.29K - $9K
|
3.63K
$327K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 9.76% |
$5.3K - $5.76K
|
720
$64.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6- 0.05% |
$497 - $540
|
12K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-36- 0.75% |
$2.98K - $3.24K
|
4.77K
$430K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-142- 20.2% |
$11.8K - $12.8K
|
561
$50.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-167- 2.86% |
$13.8K - $15K
|
5.66K
$510K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-228- 7.02% |
$18.9K - $20.5K
|
3.02K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-380- 10.54% |
$31.5K - $34.2K
|
3.23K
$291K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-445- 1.43% |
$36.9K - $40.1K
|
30.6K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-452- 3.83% |
$37.5K - $40.7K
|
11.4K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-511- 7.55% |
$42.3K - $46K
|
6.26K
$564K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-850- 3.64% |
$70.4K - $76.5K
|
22.5K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-991- 6.54% |
$82.1K - $89.2K
|
14.2K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.2K- 1.35% |
$99.6K - $108K
|
88K
$7.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-4.4K- 30.27% |
$365K - $396K
|
10.1K
$914K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.8K- 17.65% |
$2.06M - $2.24M
|
116K
$10.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-39.2K- 5.6% |
$3.25M - $3.53M
|
661K
$59.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.4K- 5.61% |
$3.27M - $3.55M
|
663K
$59.8M
|