Kelly Financial Services LLC Ishares Morningstar Value ETF Transaction History

Kelly Financial Services LLC

  • $301 Million
  • Q2 2025

A detailed history of Kelly Financial Services LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 5,831 shares of ILCV stock, worth $495,693. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,831
Previous 15,461 62.29%
Holding current value
$495,693
Previous $1.25 Million 60.96%
% of portfolio
0.16%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$72.16 - $83.39 $694,900 - $803,045
-9,630 Reduced 62.29%
5,831 $486,000
Q1 2025

Apr 15, 2025
BUY
$79.37 - $85.24 $1.23 Million - $1.32 Million
15,461 New
15,461 $1.25 Million

Others Institutions Holding ILCV

# of Institutions
178
Shares Held
9.28M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email