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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$196K - $210K
|
2.47K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.45K+ 31.7% |
$195K - $209K
|
10.2K
$859K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 4.45% |
$187K - $201K
|
55.3K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.09K+ 15.84% |
$166K - $178K
|
15.3K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.02K+ 3.44% |
$160K - $172K
|
60.8K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 50.8% |
$146K - $156K
|
5.44K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.65K+ 25.75% |
$131K - $141K
|
8.08K
$681K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.55K+ 3.91% |
$123K - $132K
|
41.2K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 38.83% |
$117K - $125K
|
5.25K
$443K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.32K+ 11.58% |
$105K - $113K
|
12.7K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.25KNew |
$99.5K - $107K
|
1.25K
$106K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.19K+ 0.41% |
$94.6K - $102K
|
289K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.15K+ 0.17% |
$91.6K - $98.4K
|
691K
$58.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.02K+ 8.43% |
$80.6K - $86.6K
|
13.1K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
985+ 1.15% |
$78.2K - $84K
|
86.5K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
926+ 517.32% |
$73.5K - $78.9K
|
1.11K
$93.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
800New |
$63.5K - $68.2K
|
800
$67.5K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
657+ 23.57% |
$52.1K - $56K
|
3.44K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
562+ 5.77% |
$44.6K - $47.9K
|
10.3K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
486+ 10.62% |
$38.6K - $41.4K
|
5.06K
$427K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
356+ 0.71% |
$28.3K - $30.3K
|
50.3K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
352New |
$27.9K - $30K
|
352
$29.7K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
266+ 16.63% |
$21.1K - $22.7K
|
1.87K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
266+ 1.45% |
$21.1K - $22.7K
|
18.6K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
135+ 2.19% |
$10.7K - $11.5K
|
6.3K
$532K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
134New |
$10.6K - $11.4K
|
134
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
109+ 0.47% |
$8.65K - $9.29K
|
23.2K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
90+ 9000.0% |
$7.14K - $7.67K
|
91
$7.68K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
51+ 0.58% |
$4.05K - $4.35K
|
8.91K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42+ 0.47% |
$3.33K - $3.58K
|
8.9K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
32+ 1.01% |
$2.54K - $2.73K
|
3.19K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31+ 0.32% |
$2.46K - $2.64K
|
9.85K
$831K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20+ 0.46% |
$1.59K - $1.7K
|
4.37K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.47% |
$1.35K - $1.45K
|
3.67K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
17New |
$1.35K - $1.45K
|
17
$1.43K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
15+ 0.46% |
$1.19K - $1.28K
|
3.31K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.54% |
$476 - $511
|
1.13K
$95.1K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
2+ 0.14% |
$159 - $170
|
1.4K
$118K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.22% |
$159 - $170
|
922
$77.8K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 1.04% |
$79.4 - $85.2
|
97
$8.18K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$79.4 - $85.2
|
25.9K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.7KNew |
$617K - $657K
|
7.7K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.17KNew |
$255K - $271K
|
3.17K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.5KNew |
$120K - $128K
|
1.5K
$127K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.34KNew |
$107K - $114K
|
1.34K
$113K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.27KNew |
$102K - $109K
|
1.27K
$107K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
830+ 77.57% |
$66.6K - $70.9K
|
1.9K
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
788New |
$63.2K - $67.3K
|
788
$66.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
464+ 1.42% |
$37.2K - $39.6K
|
33.1K
$2.79M
|
|