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 |
|---|---|---|---|---|---|---|---|
|
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
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.7K- 4.83% |
$3.54M - $3.81M
|
879K
$74.2M
|
|
|
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
|
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
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.3K+ 37.41% |
$4.94M - $5.31M
|
229K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.54KNew |
$201K - $216K
|
2.54K
$214K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 50.8% |
$146K - $156K
|
5.44K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 1.04% |
$79.4 - $85.2
|
97
$8.18K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.56K- 5.99% |
$679K - $729K
|
134K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.79KNew |
$380K - $408K
|
4.79K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 8.43% |
$80.6K - $86.6K
|
13.1K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18K+ 509.29% |
$1.43M - $1.53M
|
21.5K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2+ 0.14% |
$159 - $170
|
1.4K
$118K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.47% |
$1.35K - $1.45K
|
3.67K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$79.4 - $85.2
|
25.9K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
90+ 9000.0% |
$7.14K - $7.67K
|
91
$7.68K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.2KNew |
$254K - $273K
|
3.2K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-680- 0.27% |
$54K - $58K
|
249K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
26.2KNew |
$2.08M - $2.23M
|
26.2K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.19K+ 0.41% |
$94.6K - $102K
|
289K
$24.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.9K+ 15.02% |
$5.47M - $5.87M
|
527K
$44.5M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
15+ 0.46% |
$1.19K - $1.28K
|
3.31K
$279K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
134New |
$10.6K - $11.4K
|
134
$11.3K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15.7KNew |
$1.25M - $1.34M
|
15.7K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.02K+ 3.44% |
$160K - $172K
|
60.8K
$5.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-876- 0.65% |
$69.5K - $74.7K
|
133K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 4.45% |
$187K - $201K
|
55.3K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
67.2K+ 815.37% |
$5.33M - $5.72M
|
75.4K
$6.36M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-153- 1.06% |
$12.1K - $13K
|
14.2K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16.5KNew |
$1.31M - $1.4M
|
16.5K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.96KNew |
$314K - $338K
|
3.96K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-48- 0.54% |
$3.81K - $4.09K
|
8.9K
$750K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9KNew |
$715K - $768K
|
9K
$760K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
26.4KNew |
$2.1M - $2.25M
|
26.4K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.33KNew |
$741K - $795K
|
9.33K
$787K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.79K+ 33.67% |
$222K - $238K
|
11.1K
$935K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.83KNew |
$383K - $412K
|
4.83K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
109+ 0.47% |
$8.65K - $9.29K
|
23.2K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
266+ 16.63% |
$21.1K - $22.7K
|
1.87K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
135+ 2.19% |
$10.7K - $11.5K
|
6.3K
$532K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
9.54K+ 7.11% |
$757K - $813K
|
144K
$12.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.48KNew |
$197K - $211K
|
2.48K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 1.83% |
$4.13K - $4.43K
|
2.78K
$235K
|