Latest Institutional Transactions on Ishares Morningstar Value ETF (ILCV)
This table provides information on the latest institutional transactions involving Ishares Morningstar Value ETF (ILCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.12% |
$3.25K - $3.75K
|
37.9K
$3.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-84- 1.48% |
$6.06K - $7K
|
5.58K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
10.8K+ 1.56% |
$778K - $899K
|
700K
$59.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-833- 55.94% |
$60.1K - $69.5K
|
656
$55.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.9K- 1.6% |
$137K - $158K
|
117K
$9.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-19- 0.39% |
$1.37K - $1.58K
|
4.8K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
605+ 4.14% |
$43.7K - $50.5K
|
15.2K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-5.02K- 13.91% |
$362K - $418K
|
31.1K
$2.62M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.69K- 79.19% |
$213K - $229K
|
706
$59.6K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.3K+ 4.38% |
$2.64M - $2.84M
|
792K
$66.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-457- 3.65% |
$36.3K - $39K
|
12.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-90- 1.23% |
$7.14K - $7.67K
|
7.23K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.43KNew |
$590K - $633K
|
7.43K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.66KNew |
$528K - $567K
|
6.66K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.09K+ 15.84% |
$166K - $178K
|
15.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
926+ 517.32% |
$73.5K - $78.9K
|
1.11K
$93.2K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.1K- 1.87% |
$87.1K - $93.5K
|
57.4K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.3K+ 1.85% |
$579K - $622K
|
401K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-262- 5.33% |
$20.8K - $22.3K
|
4.65K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 38.83% |
$117K - $125K
|
5.25K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.61KNew |
$763K - $819K
|
9.61K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.4K+ 88.23% |
$349K - $375K
|
9.39K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$196K - $210K
|
2.47K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
18.9KNew |
$1.5M - $1.61M
|
18.9K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 8.53% |
$230K - $247K
|
36.9K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-543- 0.24% |
$43.1K - $46.3K
|
225K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31+ 0.32% |
$2.46K - $2.64K
|
9.85K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-838- 2.98% |
$66.5K - $71.4K
|
27.3K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.89K+ 3.0% |
$229K - $246K
|
99.1K
$8.36M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.75K+ 6.45% |
$535K - $575K
|
111K
$9.39M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
657+ 23.57% |
$52.1K - $56K
|
3.44K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 6.23% |
$140K - $151K
|
26.6K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
32+ 1.01% |
$2.54K - $2.73K
|
3.19K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42+ 0.47% |
$3.33K - $3.58K
|
8.9K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 3.16% |
$153K - $164K
|
59K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
51+ 0.58% |
$4.05K - $4.35K
|
8.91K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.54% |
$476 - $511
|
1.13K
$95.1K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.7K- 4.83% |
$3.54M - $3.81M
|
879K
$74.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 5.08% |
$814K - $874K
|
192K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
352New |
$27.9K - $30K
|
352
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 29.72% |
$689K - $740K
|
37.9K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
486+ 10.62% |
$38.6K - $41.4K
|
5.06K
$427K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.02KNew |
$240K - $258K
|
3.02K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.77K+ 1.2% |
$379K - $407K
|
403K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
800New |
$63.5K - $68.2K
|
800
$67.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 11.34% |
$3.57K - $3.84K
|
352
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 0.29% |
$114K - $123K
|
501K
$42.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16- 0.26% |
$1.27K - $1.36K
|
6.22K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
562+ 5.77% |
$44.6K - $47.9K
|
10.3K
$869K
|
|