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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
65+ 0.79% |
$4.75K - $5.02K
|
8.26K
$691K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
55+ 0.45% |
$4.02K - $4.25K
|
12.2K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
32+ 0.47% |
$2.34K - $2.47K
|
6.79K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$292 - $309
|
3.6K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.43% |
$146 - $154
|
472
$39.5K
|
|
| Q1 2024 | |||||||
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.2KNew |
$223K - $246K
|
3.2K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
744+ 11.82% |
$51.8K - $57.2K
|
7.04K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
676+ 1.38% |
$47.1K - $52K
|
49.7K
$4.16M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
305New |
$21.2K - $23.4K
|
305
$25.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
193+ 1.73% |
$13.4K - $14.8K
|
11.4K
$951K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$6.96K - $7.69K
|
100
$8.37K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6+ 0.04% |
$418 - $461
|
14.5K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.59% |
$69.6 - $76.9
|
171
$14.3K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
11.3KNew |
$696K - $799K
|
11.3K
$944K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
5.56KNew |
$342K - $393K
|
5.56K
$465K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.25KNew |
$262K - $301K
|
4.25K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
2.96KNew |
$182K - $209K
|
2.96K
$247K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2KNew |
$123K - $142K
|
2K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
798New |
$49.2K - $56.5K
|
798
$66.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
80New |
$4.93K - $5.67K
|
80
$6.7K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
9.36KNew |
$606K - $647K
|
9.36K
$783K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$229K - $244K
|
3.53K
$296K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$195K - $208K
|
3.01K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884+ 2.08% |
$57.2K - $61.1K
|
43.5K
$3.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
326New |
$21.1K - $22.5K
|
326
$27.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
320New |
$20.7K - $22.1K
|
320
$26.8K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
132New |
$8.55K - $9.12K
|
132
$11K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$6.48K - $6.91K
|
100
$8.37K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30New |
$1.94K - $2.07K
|
30
$2.51K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
448KNew |
$28.1M - $29.8M
|
448K
$37.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.7KNew |
$926K - $981K
|
14.7K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.09KNew |
$445K - $471K
|
7.09K
$593K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
478New |
$30K - $31.8K
|
478
$40K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
728KNew |
$44.5M - $49M
|
728K
$61M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
CALL |
117KNew |
$7.14M - $7.86M
|
117K
$9.79M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.35KNew |
$82.4K - $90.7K
|
1.35K
$113K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
700New |
$42.7K - $47.1K
|
700
$58.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$12.2K - $13.4K
|
200
$16.7K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
129New |
$7.88K - $8.67K
|
129
$10.8K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
58New |
$3.54K - $3.9K
|
58
$4.85K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
12.6KNew |
$721K - $838K
|
12.6K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$708K - $822K
|
12.4K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.78KNew |
$558K - $648K
|
9.78K
$818K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
4.64KNew |
$265K - $308K
|
4.64K
$388K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.24KNew |
$185K - $215K
|
3.24K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
618New |
$35.3K - $41K
|
618
$51.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
240New |
$13.7K - $15.9K
|
240
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$8.56K - $9.95K
|
150
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
24New |
$1.37K - $1.59K
|
24
$2.01K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
524New |
$29.6K - $34.9K
|
524
$43.9K
|
|