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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.65K+ 25.75% |
$131K - $141K
|
8.08K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.49KNew |
$515K - $553K
|
6.49K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.77KNew |
$378K - $406K
|
4.77K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3KNew |
$238K - $256K
|
3K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.22% |
$159 - $170
|
922
$77.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6.65KNew |
$528K - $567K
|
6.65K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.78KNew |
$300K - $322K
|
3.78K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
17New |
$1.35K - $1.45K
|
17
$1.43K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20+ 0.46% |
$1.59K - $1.7K
|
4.37K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-375- 2.4% |
$29.8K - $32K
|
15.2K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.26KNew |
$259K - $278K
|
3.26K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
985+ 1.15% |
$78.2K - $84K
|
86.5K
$7.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.35K- 8.7% |
$266K - $285K
|
35.1K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
266+ 1.45% |
$21.1K - $22.7K
|
18.6K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.63K- 5.7% |
$447K - $480K
|
93.1K
$7.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.28% |
$88.7K - $95.2K
|
88.6K
$7.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.55K+ 3.91% |
$123K - $132K
|
41.2K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.09K- 39.71% |
$165K - $178K
|
3.17K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-45- 5.11% |
$3.57K - $3.84K
|
835
$70.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
107+ 0.2% |
$8.49K - $9.12K
|
52.9K
$4.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.3KNew |
$183K - $196K
|
2.3K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.15K+ 0.17% |
$91.6K - $98.4K
|
691K
$58.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.32K+ 11.58% |
$105K - $113K
|
12.7K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.92KNew |
$231K - $248K
|
2.92K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.5KNew |
$1.23M - $1.32M
|
15.5K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
9.08KNew |
$720K - $774K
|
9.08K
$766K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$478K - $513K
|
6.02K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.74KNew |
$694K - $745K
|
8.74K
$737K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1K- 23.53% |
$79.4K - $85.2K
|
3.25K
$274K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 11.18% |
$1.27M - $1.35M
|
125K
$10.6M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.97K- 40.59% |
$158K - $168K
|
2.88K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.6K- 70.16% |
$1.97M - $2.1M
|
10.5K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-225- 1.59% |
$18.1K - $19.2K
|
13.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.7KNew |
$617K - $657K
|
7.7K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3New |
$241 - $256
|
3
$253
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3New |
$241 - $256
|
3
$253
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4New |
$321 - $342
|
4
$337
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-72- 1.06% |
$5.78K - $6.15K
|
6.7K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.5KNew |
$120K - $128K
|
1.5K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
788New |
$63.2K - $67.3K
|
788
$66.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.34KNew |
$107K - $114K
|
1.34K
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14New |
$1.12K - $1.2K
|
14
$1.18K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.27KNew |
$102K - $109K
|
1.27K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 12.57% |
$90.7K - $96.5K
|
7.86K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
464+ 1.42% |
$37.2K - $39.6K
|
33.1K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 5.0% |
$963 - $1.03K
|
228
$19.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.17KNew |
$255K - $271K
|
3.17K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
830+ 77.57% |
$66.6K - $70.9K
|
1.9K
$160K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.41K- 37.08% |
$193K - $206K
|
4.09K
$345K
|
|