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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 1.99% |
$505 - $584
|
359
$32K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181+ 3.32% |
$13.1K - $15.1K
|
5.63K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-45- 1.78% |
$3.25K - $3.75K
|
2.49K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2KNew |
$86.5K - $100K
|
1.2K
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 21.83% |
$82.7K - $95.6K
|
6.4K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-21.2K- 80.13% |
$1.53M - $1.77M
|
5.25K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
248+ 0.49% |
$17.9K - $20.7K
|
50.5K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.51K- 39.65% |
$542K - $626K
|
11.4K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-22.9K- 87.58% |
$1.65M - $1.91M
|
3.25K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 2.1% |
$202K - $233K
|
136K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.48K+ 8.1% |
$323K - $373K
|
59.7K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
453+ 9.74% |
$32.7K - $37.8K
|
5.11K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.77KNew |
$200K - $231K
|
2.77K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
307+ 2.16% |
$22.2K - $25.6K
|
14.5K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.03% |
$216 - $250
|
8.9K
$793K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.67K+ 64.74% |
$481K - $556K
|
17K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.36K- 34.29% |
$98K - $113K
|
2.6K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.02K- 18.19% |
$145K - $168K
|
9.07K
$807K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.53K+ 4.87% |
$471K - $545K
|
141K
$12.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.07% |
$1.37K - $1.58K
|
26K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
253+ 1.99% |
$18.3K - $21.1K
|
13K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10.6K- 67.28% |
$763K - $881K
|
5.14K
$458K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
16+ 0.5% |
$1.15K - $1.33K
|
3.21K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1K+ 1.74% |
$72.2K - $83.4K
|
58.4K
$5.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.79K+ 28.32% |
$129K - $149K
|
8.09K
$720K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 65.58% |
$442K - $510K
|
3.21K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-73.8K- 97.84% |
$5.32M - $6.15M
|
1.63K
$145K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.76% |
$505 - $584
|
929
$82.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.56K- 6.21% |
$185K - $213K
|
38.7K
$3.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-976- 5.26% |
$70.4K - $81.4K
|
17.6K
$1.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-131- 1.47% |
$9.45K - $10.9K
|
8.78K
$782K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 2.38% |
$149K - $172K
|
88.5K
$7.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11+ 0.44% |
$794 - $917
|
2.49K
$222K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
17+ 0.51% |
$1.23K - $1.42K
|
3.33K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.18K- 62.84% |
$302K - $349K
|
2.47K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.14K- 12.12% |
$587K - $679K
|
59K
$5.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-68- 74.73% |
$4.91K - $5.67K
|
23
$2.05K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$72.2 - $83.4
|
16.5K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.13K+ 184.23% |
$370K - $428K
|
7.91K
$705K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
45New |
$3.25K - $3.75K
|
45
$4.01K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.11K+ 0.38% |
$80K - $92.5K
|
290K
$25.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.49% |
$1.3K - $1.5K
|
3.68K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-831- 2.37% |
$60K - $69.3K
|
34.3K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.78K+ 17.43% |
$128K - $148K
|
12K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.47% |
$1.08K - $1.25K
|
3.18K
$283K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-2.21K- 0.89% |
$159K - $184K
|
247K
$22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
170+ 0.73% |
$12.3K - $14.2K
|
23.4K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-78- 0.51% |
$5.63K - $6.5K
|
15.2K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.95K- 65.56% |
$429K - $496K
|
3.13K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 22.48% |
$75.5K - $87.2K
|
3.61K
$321K
|