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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
18K+ 104.92% |
$1.36M - $1.48M
|
35.1K
$2.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.41K+ 10.83% |
$710K - $774K
|
96.4K
$8.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94K+ 4.61% |
$524K - $570K
|
157K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.33KNew |
$327K - $356K
|
4.33K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.22K+ 5.12% |
$319K - $347K
|
86.7K
$7.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.88K+ 6.75% |
$293K - $319K
|
61.4K
$5.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.42K+ 28.5% |
$258K - $281K
|
15.4K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.35K+ 97.66% |
$252K - $275K
|
6.77K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.1K+ 2.49% |
$234K - $255K
|
127K
$10.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.9KNew |
$219K - $238K
|
2.9K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 1.01% |
$198K - $215K
|
262K
$21.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.52K+ 3.02% |
$190K - $207K
|
86K
$7.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2K+ 7.38% |
$151K - $164K
|
29.1K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 14.85% |
$87.8K - $95.6K
|
8.99K
$753K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
425+ 86.38% |
$32.1K - $34.9K
|
917
$76.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
232+ 0.62% |
$17.5K - $19.1K
|
37.5K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
195+ 3.27% |
$14.7K - $16K
|
6.15K
$515K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
143+ 2.0% |
$10.8K - $11.8K
|
7.29K
$610K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
111+ 2.75% |
$8.38K - $9.12K
|
4.14K
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
72+ 1.39% |
$5.43K - $5.92K
|
5.26K
$441K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
28+ 0.29% |
$2.11K - $2.3K
|
9.66K
$809K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.55% |
$1.51K - $1.64K
|
3.63K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.55% |
$1.36K - $1.48K
|
3.28K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.54% |
$453 - $493
|
1.12K
$93.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40K+ 11.75% |
$2.92M - $3.09M
|
381K
$31.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.9K+ 32.94% |
$2.41M - $2.54M
|
133K
$11.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 9.12% |
$2.21M - $2.34M
|
362K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.5K+ 2.03% |
$1.28M - $1.35M
|
879K
$73.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6KNew |
$919K - $971K
|
12.6K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.77K+ 9.02% |
$495K - $523K
|
81.8K
$6.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.29K+ 25.82% |
$460K - $486K
|
30.7K
$2.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
5.42KNew |
$396K - $419K
|
5.42K
$454K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4.33K+ 8.58% |
$316K - $334K
|
54.7K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.18K+ 0.84% |
$305K - $323K
|
502K
$42M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.08K+ 3.12% |
$298K - $315K
|
135K
$11.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.8KNew |
$278K - $294K
|
3.8K
$318K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.11K+ 78.59% |
$227K - $240K
|
7.07K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.95K+ 89.55% |
$143K - $151K
|
4.14K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32K+ 0.74% |
$96.4K - $102K
|
180K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
902+ 12.11% |
$65.9K - $69.7K
|
8.35K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
809New |
$59.1K - $62.5K
|
809
$67.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
666+ 24.85% |
$48.7K - $51.4K
|
3.35K
$280K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
577+ 6.45% |
$42.2K - $44.6K
|
9.53K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$36.6K - $38.6K
|
500
$41.9K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
386+ 8.66% |
$28.2K - $29.8K
|
4.84K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
270+ 4.52% |
$19.7K - $20.9K
|
6.25K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
157+ 0.47% |
$11.5K - $12.1K
|
33.5K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
130+ 0.42% |
$9.5K - $10K
|
30.8K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
111+ 0.19% |
$8.11K - $8.57K
|
59.1K
$4.95M
|
|