Edge Financial Advisors LLC Ishares Morningstar Value ETF Transaction History
Edge Financial Advisors LLC
- $223 Billion
- Q3 2025
A detailed history of Edge Financial Advisors LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Edge Financial Advisors LLC holds 20,262 shares of ILCV stock, worth $1.86 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
20,262
Previous 6,750
200.18%
Holding current value
$1.86 Million
Previous $569 Million
220.62%
% of portfolio
0.82%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
189Shares Held
9.45MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$83.1 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC812KShares$74.6 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$60.9 Million2.65% of portfolio
-
Matrix Trust CO661KShares$60.7 Million9.32% of portfolio
-
Ubs Group Ag497KShares$45.6 Million0.01% of portfolio