Latest Institutional Purchases of Ishares Morningstar Value ETF (ILCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Value ETF (ILCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
82.1K+ 381.71% |
$5.93M - $6.85M
|
104K
$8.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.8K+ 50.79% |
$1.94M - $2.24M
|
79.7K
$6.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.2K+ 2.86% |
$1.82M - $2.1M
|
905K
$76.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$1.54M - $1.78M
|
21.4K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.1K+ 2.54% |
$1.45M - $1.68M
|
812K
$69M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14K+ 14.15% |
$1.01M - $1.17M
|
113K
$9.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5KNew |
$899K - $1.04M
|
12.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.3K+ 6.42% |
$888K - $1.03M
|
204K
$17.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.5K+ 1.67% |
$832K - $962K
|
703K
$59.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
10.8K+ 1.56% |
$778K - $899K
|
700K
$59.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$723K - $835K
|
10K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.92KNew |
$643K - $743K
|
8.92K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.96K+ 1.97% |
$574K - $663K
|
411K
$34.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.84KNew |
$566K - $654K
|
7.84K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.77KNew |
$489K - $565K
|
6.77K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.75KNew |
$487K - $563K
|
6.75K
$574K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.67K+ 64.74% |
$481K - $556K
|
17K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.53K+ 4.87% |
$471K - $545K
|
141K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.27K+ 2.78% |
$453K - $523K
|
232K
$19.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.13K+ 184.23% |
$370K - $428K
|
7.91K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.48K+ 8.1% |
$323K - $373K
|
59.7K
$5.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.98KNew |
$287K - $332K
|
3.98K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.95K+ 50.24% |
$285K - $329K
|
11.8K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$255K - $295K
|
3.53K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.5K+ 316.38% |
$252K - $292K
|
4.6K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.3KNew |
$238K - $275K
|
3.3K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.94KNew |
$212K - $245K
|
2.94K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 2.1% |
$202K - $233K
|
136K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.77KNew |
$200K - $231K
|
2.77K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.75K+ 34.02% |
$198K - $229K
|
10.8K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74KNew |
$198K - $229K
|
2.74K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.11K+ 20.47% |
$152K - $176K
|
12.4K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 2.38% |
$149K - $172K
|
88.5K
$7.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.87K+ 81.29% |
$135K - $156K
|
4.18K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.79K+ 28.32% |
$129K - $149K
|
8.09K
$688K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.78K+ 17.43% |
$128K - $148K
|
12K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.27K+ 38.82% |
$91.4K - $106K
|
4.53K
$385K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.2KNew |
$86.5K - $100K
|
1.2K
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 21.83% |
$82.7K - $95.6K
|
6.4K
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.11K+ 0.38% |
$80K - $92.5K
|
290K
$24.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1K+ 1.74% |
$72.2K - $83.4K
|
58.4K
$4.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
961+ 7.35% |
$69.3K - $80.1K
|
14K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
612+ 0.69% |
$44.2K - $51K
|
89.2K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
608+ 1.65% |
$43.9K - $50.7K
|
37.5K
$3.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
605+ 4.14% |
$43.7K - $50.5K
|
15.2K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
542New |
$39.1K - $45.2K
|
542
$46.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
500+ 3.27% |
$36.1K - $41.7K
|
15.8K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
453+ 9.74% |
$32.7K - $37.8K
|
5.11K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
423+ 8.36% |
$30.5K - $35.3K
|
5.49K
$466K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
307+ 2.16% |
$22.2K - $25.6K
|
14.5K
$1.24M
|