Harvest Group Wealth Management, LLC Ishares Morningstar Value ETF Transaction History

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 14,020 shares of ILCV stock, worth $1.15 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
14,020
Previous 15,232 7.96%
Holding current value
$1.15 Million
Previous $963,000 7.06%
% of portfolio
0.58%
Previous 0.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023
SELL
$61.05 - $67.22 $73,992 - $81,470
-1,212 Reduced 7.96%
14,020 $895,000
Q4 2022

Jan 27, 2023
SELL
$57.07 - $66.32 $7,419 - $8,621
-130 Reduced 0.85%
15,232 $963,000
Q3 2022

Nov 08, 2022
SELL
$56.47 - $66.63 $21,458 - $25,319
-380 Reduced 2.41%
15,362 $921,000
Q2 2022

Aug 04, 2022
BUY
$58.45 - $69.44 $920,119 - $1.09 Million
15,742 New
15,742 $998,000

Others Institutions Holding ILCV

# of Institutions
132
Shares Held
8.29M
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 Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group Wealth Management, 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 Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email