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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
961+ 7.35% |
$69.3K - $80.1K
|
14K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$723K - $835K
|
10K
$892K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
88+ 628.57% |
$6.35K - $7.34K
|
102
$9.09K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.75KNew |
$487K - $563K
|
6.75K
$601K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.75K+ 34.02% |
$198K - $229K
|
10.8K
$964K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.5K+ 1.67% |
$832K - $962K
|
703K
$62.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.98KNew |
$287K - $332K
|
3.98K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-807- 16.85% |
$58.2K - $67.3K
|
3.98K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.77KNew |
$489K - $565K
|
6.77K
$603K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.38K- 22.12% |
$605K - $699K
|
29.5K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$14.4K - $16.7K
|
200
$17.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-780- 0.84% |
$56.3K - $65K
|
92.3K
$8.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.27K+ 38.82% |
$91.4K - $106K
|
4.53K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.6K- 46.75% |
$1.63M - $1.88M
|
25.7K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.8K+ 50.79% |
$1.94M - $2.24M
|
79.7K
$7.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.87K+ 81.29% |
$135K - $156K
|
4.18K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.63K- 62.29% |
$695K - $803K
|
5.83K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.36K- 11.84% |
$98.1K - $113K
|
10.1K
$902K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$255K - $295K
|
3.53K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.1K- 75.32% |
$1.45M - $1.68M
|
6.6K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-177- 20.11% |
$12.8K - $14.8K
|
703
$62.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
612+ 0.69% |
$44.2K - $51K
|
89.2K
$7.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-486- 2.63% |
$35.1K - $40.5K
|
18K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.12% |
$3.25K - $3.75K
|
37.9K
$3.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-84- 1.48% |
$6.06K - $7K
|
5.58K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
10.8K+ 1.56% |
$778K - $899K
|
700K
$62.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-833- 55.94% |
$60.1K - $69.5K
|
656
$58.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.9K- 1.6% |
$137K - $158K
|
117K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
605+ 4.14% |
$43.7K - $50.5K
|
15.2K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-19- 0.39% |
$1.37K - $1.58K
|
4.8K
$428K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-5.02K- 13.91% |
$362K - $418K
|
31.1K
$2.77M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$196K - $210K
|
2.47K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.43KNew |
$590K - $633K
|
7.43K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.66KNew |
$528K - $567K
|
6.66K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.61KNew |
$763K - $819K
|
9.61K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.09K+ 15.84% |
$166K - $178K
|
15.3K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.02KNew |
$240K - $258K
|
3.02K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
800New |
$63.5K - $68.2K
|
800
$71.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.3K+ 37.41% |
$4.94M - $5.31M
|
229K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 1.04% |
$79.4 - $85.2
|
97
$8.64K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2+ 0.14% |
$159 - $170
|
1.4K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.2KNew |
$254K - $273K
|
3.2K
$285K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
134New |
$10.6K - $11.4K
|
134
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.02K+ 3.44% |
$160K - $172K
|
60.8K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.83KNew |
$383K - $412K
|
4.83K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
266+ 16.63% |
$21.1K - $22.7K
|
1.87K
$166K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.25KNew |
$99.5K - $107K
|
1.25K
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.05KNew |
$322K - $345K
|
4.05K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.52KNew |
$280K - $300K
|
3.52K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.49KNew |
$515K - $553K
|
6.49K
$578K
|
|