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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
18K+ 104.92% |
$1.36M - $1.48M
|
35.1K
$2.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-59- 0.21% |
$4.45K - $4.85K
|
28.7K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.33KNew |
$327K - $356K
|
4.33K
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-13- 40.63% |
$981 - $1.07K
|
19
$1.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.5K- 42.32% |
$1.93M - $2.1M
|
34.8K
$2.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
28+ 0.29% |
$2.11K - $2.3K
|
9.66K
$794K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.52K+ 3.02% |
$190K - $207K
|
86K
$7.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
425+ 86.38% |
$32.1K - $34.9K
|
917
$75.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.55% |
$1.51K - $1.64K
|
3.63K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
232+ 0.62% |
$17.5K - $19.1K
|
37.5K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.41K+ 10.83% |
$710K - $774K
|
96.4K
$7.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-235- 1.46% |
$17.7K - $19.3K
|
15.9K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.19K- 15.47% |
$89.7K - $97.7K
|
6.5K
$533K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.1K+ 2.49% |
$234K - $255K
|
127K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.91K- 5.2% |
$371K - $404K
|
89.6K
$7.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
195+ 3.27% |
$14.7K - $16K
|
6.15K
$505K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
72+ 1.39% |
$5.43K - $5.92K
|
5.26K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-404- 7.97% |
$30.5K - $33.2K
|
4.66K
$383K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.42K+ 28.5% |
$258K - $281K
|
15.4K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
143+ 2.0% |
$10.8K - $11.8K
|
7.29K
$599K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94K+ 4.61% |
$524K - $570K
|
157K
$12.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 1.01% |
$198K - $215K
|
262K
$21.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 1.48% |
$151K - $164K
|
133K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-328- 2.26% |
$24.8K - $27K
|
14.2K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 14.85% |
$87.8K - $95.6K
|
8.99K
$738K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
111+ 2.75% |
$8.38K - $9.12K
|
4.14K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-9.67K- 3.82% |
$730K - $795K
|
244K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.22K+ 5.12% |
$319K - $347K
|
86.7K
$7.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-250- 2.05% |
$18.9K - $20.6K
|
11.9K
$981K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26- 0.52% |
$1.96K - $2.14K
|
4.95K
$407K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-52- 0.28% |
$3.92K - $4.27K
|
18.7K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-122K- 15.02% |
$9.24M - $10.1M
|
693K
$56.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-914- 7.77% |
$69K - $75.1K
|
10.8K
$891K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-521- 1.11% |
$39.3K - $42.8K
|
46.5K
$3.82M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.05K- 2.75% |
$78.9K - $86K
|
37K
$3.03M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$36.6K - $38.6K
|
500
$41.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6KNew |
$919K - $971K
|
12.6K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.95K+ 89.55% |
$143K - $151K
|
4.14K
$340K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
666+ 24.85% |
$48.7K - $51.4K
|
3.35K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
32+ 0.47% |
$2.34K - $2.47K
|
6.79K
$557K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.8KNew |
$278K - $294K
|
3.8K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-300- 5.38% |
$21.9K - $23.2K
|
5.28K
$433K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.42KNew |
$396K - $419K
|
5.42K
$445K
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.22K- 2.06% |
$89.2K - $94.2K
|
58K
$4.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14- 5.51% |
$1.02K - $1.08K
|
240
$19.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-110- 6.43% |
$8.04K - $8.5K
|
1.6K
$131K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
55+ 0.45% |
$4.02K - $4.25K
|
12.2K
$998K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-20- 0.41% |
$1.46K - $1.54K
|
4.82K
$396K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9- 0.22% |
$658 - $695
|
4.03K
$331K
|
|