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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 12.57% |
$90.7K - $96.5K
|
7.86K
$660K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
750+ 13.84% |
$60.2K - $64.1K
|
6.17K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
22+ 0.51% |
$1.77K - $1.88K
|
4.35K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.14K- 0.6% |
$332K - $354K
|
690K
$57.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 15.63% |
$131K - $139K
|
12.1K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.73K+ 26.0% |
$780K - $831K
|
47.1K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
282K+ 4585.46% |
$22.6M - $24.1M
|
288K
$24.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
464+ 1.42% |
$37.2K - $39.6K
|
33.1K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 5.0% |
$963 - $1.03K
|
228
$19.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-300- 1.89% |
$24.1K - $25.6K
|
15.6K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-9.18K- 26.13% |
$736K - $784K
|
25.9K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 1.45% |
$10.3K - $10.9K
|
8.94K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.38K+ 2.47% |
$191K - $203K
|
98.7K
$8.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.84KNew |
$227K - $242K
|
2.84K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.17KNew |
$255K - $271K
|
3.17K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.03% |
$1.2K - $1.28K
|
46.5K
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5.25KNew |
$421K - $449K
|
5.25K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
445+ 6.1% |
$35.7K - $38K
|
7.74K
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.55% |
$1.6K - $1.71K
|
3.65K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
8.05K+ 25.47% |
$646K - $688K
|
39.7K
$3.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
545+ 0.94% |
$43.7K - $46.6K
|
58.5K
$4.91M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.9K+ 5.19% |
$233K - $248K
|
58.8K
$4.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.89K+ 18.76% |
$232K - $247K
|
18.3K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
830+ 77.57% |
$66.6K - $70.9K
|
1.9K
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-808- 8.36% |
$64.8K - $69K
|
8.86K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 51.59% |
$1.44M - $1.53M
|
52.7K
$4.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$160 - $171
|
4.66K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
738+ 0.85% |
$59.2K - $63K
|
87.5K
$7.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.41K- 37.08% |
$193K - $206K
|
4.09K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-88- 0.62% |
$7.06K - $7.52K
|
14.1K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-150- 1.26% |
$12K - $12.8K
|
11.8K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-181- 0.97% |
$14.5K - $15.5K
|
18.5K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.76K+ 5.31% |
$542K - $578K
|
134K
$11.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.14K- 0.6% |
$332K - $354K
|
689K
$57.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$80.2 - $85.4
|
89.6K
$7.52M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.24K- 3.34% |
$99.1K - $106K
|
35.7K
$3M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 9.17% |
$919K - $1M
|
145K
$12.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.14% |
$528 - $575
|
4.85K
$407K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-161- 0.27% |
$12.2K - $13.2K
|
59K
$4.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.04K+ 34.28% |
$154K - $167K
|
7.98K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.39K- 0.48% |
$180K - $196K
|
500K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.72KNew |
$205K - $224K
|
2.72K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.67% |
$1.81K - $1.97K
|
3.62K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$227K - $247K
|
3K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84+ 1.19% |
$6.34K - $6.9K
|
7.16K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-30.1K- 3.1% |
$2.27M - $2.48M
|
941K
$79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.4K- 36.94% |
$1.24M - $1.35M
|
28K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9- 0.14% |
$679 - $740
|
6.24K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.4K- 86.17% |
$1.99M - $2.17M
|
4.24K
$356K
|
|