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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.14% |
$528 - $575
|
4.85K
$398K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32.7KNew |
$2.46M - $2.68M
|
32.7K
$2.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.04K+ 34.28% |
$154K - $167K
|
7.98K
$655K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-161- 0.27% |
$12.2K - $13.2K
|
59K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.67% |
$1.81K - $1.97K
|
3.62K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-30.1K- 3.1% |
$2.27M - $2.48M
|
941K
$77.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84+ 1.19% |
$6.34K - $6.9K
|
7.16K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3KNew |
$227K - $247K
|
3K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.72KNew |
$205K - $224K
|
2.72K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.39K- 0.48% |
$180K - $196K
|
500K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.4K- 36.94% |
$1.24M - $1.35M
|
28K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9- 0.14% |
$679 - $740
|
6.24K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.4K- 86.17% |
$1.99M - $2.17M
|
4.24K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 79.96% |
$1.17M - $1.28M
|
35K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.47K- 1.49% |
$262K - $285K
|
230K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-315- 2.17% |
$23.8K - $25.9K
|
14.2K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79K+ 0.5% |
$135K - $147K
|
363K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-87.1K- 9.92% |
$6.58M - $7.16M
|
791K
$65M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7- 9.86% |
$528 - $575
|
64
$5.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.47K+ 7.07% |
$187K - $203K
|
37.4K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5+ 0.15% |
$377 - $411
|
3.28K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.1K+ 15.07% |
$2.04M - $2.23M
|
207K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
463+ 5.54% |
$34.9K - $38.1K
|
8.82K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.3K+ 15.09% |
$932K - $1.01M
|
94.1K
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
184+ 0.55% |
$13.9K - $15.1K
|
33.7K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.74K- 1.29% |
$132K - $143K
|
133K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 8.41% |
$386K - $421K
|
55.7K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.06K- 6.69% |
$155K - $169K
|
28.7K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-472Closed |
$35.6K - $38.8K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-41- 0.69% |
$3.09K - $3.37K
|
5.9K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
269+ 2.87% |
$20.3K - $22.1K
|
9.65K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.19K+ 2.17% |
$89.4K - $97.4K
|
55.9K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 12.5% |
$775K - $844K
|
92.4K
$7.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2- 0.02% |
$151 - $164
|
8.25K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
31.6KNew |
$2.39M - $2.6M
|
31.6K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.27K+ 9.28% |
$700K - $762K
|
109K
$8.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-94- 49.47% |
$7.09K - $7.73K
|
96
$7.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.2K+ 9.17% |
$919K - $1M
|
145K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.62% |
$377 - $411
|
814
$66.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
20.5KNew |
$1.55M - $1.69M
|
20.5K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$7.55K - $8.22K
|
100
$8.21K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
900+ 9.44% |
$67.9K - $74K
|
10.4K
$856K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 5.84% |
$1.68M - $1.83M
|
403K
$33.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-123K- 15.0% |
$9.25M - $10.1M
|
694K
$57M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.9KNew |
$219K - $238K
|
2.9K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.54% |
$453 - $493
|
1.12K
$91.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.88K+ 6.75% |
$293K - $319K
|
61.4K
$5.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.55% |
$1.36K - $1.48K
|
3.28K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2K+ 7.38% |
$151K - $164K
|
29.1K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.35K+ 97.66% |
$252K - $275K
|
6.77K
$556K
|