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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
24New |
$1.37K - $1.59K
|
24
$1.95K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
524New |
$29.6K - $34.9K
|
524
$42.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
379+ 24.92% |
$21.4K - $25.3K
|
1.9K
$154K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
85New |
$4.8K - $5.66K
|
85
$6.89K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$1.13K - $1.33K
|
20
$1.62K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18New |
$1.02K - $1.2K
|
18
$1.46K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 2.78% |
$56.5 - $66.6
|
37
$3K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$801K - $951K
|
13.7K
$1.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.67KNew |
$507K - $602K
|
8.67K
$703K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.74KNew |
$102K - $121K
|
1.74K
$141K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.06KNew |
$62K - $73.6K
|
1.06K
$86K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
728+ 3.06% |
$42.6K - $50.6K
|
24.5K
$1.99M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$706K - $768K
|
10.9K
$883K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
570New |
$37K - $40.2K
|
570
$46.2K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30New |
$1.95K - $2.12K
|
30
$2.43K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13New |
$843 - $917
|
13
$1.05K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
6.24KNew |
$399K - $435K
|
6.24K
$506K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
668New |
$42.8K - $46.6K
|
668
$54.2K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.59KNew |
$605K - $641K
|
9.59K
$778K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1KNew |
$63.1K - $66.8K
|
1K
$81.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
619New |
$39K - $41.3K
|
619
$50.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
400New |
$25.2K - $26.7K
|
400
$32.4K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
5KNew |
$310K - $328K
|
5K
$406K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.84K+ 100.0% |
$114K - $121K
|
3.68K
$298K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.93KNew |
$139K - $152K
|
2.93K
$237K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
33+ 3.83% |
$1.37K - $1.77K
|
895
$72.6K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.76% |
$110 - $112
|
264
$21.4K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$244K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$219K
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
N/A
|
100
$8.11K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
250New |
N/A
|
250
$20.3K
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
610New |
N/A
|
610
$49.5K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$81.1
|
|