Purchases and Sales Made in Q4 2024 in Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
282K+ 4585.46% |
$22.6M - $24.1M
|
288K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 51.59% |
$1.44M - $1.53M
|
52.7K
$4.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.73K+ 26.0% |
$780K - $831K
|
47.1K
$3.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
8.05K+ 25.47% |
$646K - $688K
|
39.7K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.76K+ 5.31% |
$542K - $578K
|
134K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5.25KNew |
$421K - $449K
|
5.25K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.17KNew |
$255K - $271K
|
3.17K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.9K+ 5.19% |
$233K - $248K
|
58.8K
$4.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.89K+ 18.76% |
$232K - $247K
|
18.3K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.84KNew |
$227K - $242K
|
2.84K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.38K+ 2.47% |
$191K - $203K
|
98.7K
$8.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 15.63% |
$131K - $139K
|
12.1K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.27KNew |
$102K - $109K
|
1.27K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
830+ 77.57% |
$66.6K - $70.9K
|
1.9K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
750+ 13.84% |
$60.2K - $64.1K
|
6.17K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
738+ 0.85% |
$59.2K - $63K
|
87.5K
$7.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
545+ 0.94% |
$43.7K - $46.6K
|
58.5K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
464+ 1.42% |
$37.2K - $39.6K
|
33.1K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
445+ 6.1% |
$35.7K - $38K
|
7.74K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 1.45% |
$10.3K - $10.9K
|
8.94K
$750K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
22+ 0.51% |
$1.77K - $1.88K
|
4.35K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.55% |
$1.6K - $1.71K
|
3.65K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14New |
$1.12K - $1.2K
|
14
$1.17K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$80.2 - $85.4
|
89.6K
$7.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1- 0.02% |
$80.2 - $85.4
|
5.9K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$160 - $171
|
4.66K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 5.0% |
$963 - $1.03K
|
228
$19.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.03% |
$1.2K - $1.28K
|
46.5K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-88- 0.62% |
$7.06K - $7.52K
|
14.1K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-150- 1.26% |
$12K - $12.8K
|
11.8K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-181- 0.97% |
$14.5K - $15.5K
|
18.5K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-300- 1.89% |
$24.1K - $25.6K
|
15.6K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-808- 8.36% |
$64.8K - $69K
|
8.86K
$743K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 12.57% |
$90.7K - $96.5K
|
7.86K
$660K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.24K- 3.34% |
$99.1K - $106K
|
35.7K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.41K- 37.08% |
$193K - $206K
|
4.09K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.14K- 0.6% |
$332K - $354K
|
690K
$57.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.14K- 0.6% |
$332K - $354K
|
689K
$57.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.18K- 26.13% |
$736K - $784K
|
25.9K
$2.18M
|