Smi Advisory Services, LLC Ishares Morningstar Value ETF Transaction History
Smi Advisory Services, LLC
- $221 Million
- Q3 2025
A detailed history of Smi Advisory Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Smi Advisory Services, LLC holds 2,363 shares of ILCV stock, worth $217,443. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,363Holding current value
$217,443% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
190Shares Held
9.48MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
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Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
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Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
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Matrix Trust CO661KShares$60.8 Million9.32% of portfolio
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Ubs Group Ag536KShares$49.3 Million0.01% of portfolio