Apex Wealth Management, LLC Ishares Morningstar Value ETF Transaction History

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 50,737 shares of ILCV stock, worth $4.67 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
50,737
Previous 50,509 0.45%
Holding current value
$4.67 Million
Previous $4.21 Billion 8.44%
% of portfolio
3.27%
Previous 3.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$82.86 - $90.02 $18,892 - $20,524
228 Added 0.45%
50,737 $4.57 Billion
Q2 2025

Aug 08, 2025
BUY
$72.16 - $83.39 $17,895 - $20,680
248 Added 0.49%
50,509 $4.21 Billion
Q1 2025

Apr 29, 2025
BUY
$79.37 - $85.24 $28,255 - $30,345
356 Added 0.71%
50,261 $4.09 Billion
Q4 2024

Feb 14, 2025
BUY
$80.23 - $85.43 $4 Million - $4.26 Million
49,905 New
49,905 $4.04 Billion

Others Institutions Holding ILCV

# of Institutions
190
Shares Held
9.48M
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
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