D.A. Davidson & Co. Ishares Morningstar Value ETF Transaction History
D.A. Davidson & Co.
- $15.1 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
188Shares Held
9.5MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$83 Million0.66% of portfolio
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Bank Of America Corp Charlotte, NC826KShares$75.8 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA663KShares$60.9 Million2.65% of portfolio
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Matrix Trust CO661KShares$60.7 Million9.32% of portfolio
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Ubs Group Ag536KShares$49.2 Million0.01% of portfolio