Latest Institutional Sells of Ishares Morningstar Value ETF (ILCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Value ETF (ILCV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-44.7K- 4.83% |
$3.54M - $3.81M
|
879K
$69.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 5.08% |
$814K - $874K
|
192K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.6K- 18.48% |
$682K - $733K
|
37.9K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.56K- 5.99% |
$679K - $729K
|
134K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5.63K- 5.7% |
$447K - $480K
|
93.1K
$7.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.52K- 6.31% |
$359K - $385K
|
67.2K
$5.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3.35K- 8.7% |
$266K - $285K
|
35.1K
$2.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.17K- 1.8% |
$172K - $185K
|
119K
$9.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.09K- 39.71% |
$165K - $178K
|
3.17K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.93K- 3.16% |
$153K - $164K
|
59K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 6.23% |
$140K - $151K
|
26.6K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.44K- 0.29% |
$114K - $123K
|
501K
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.1K- 1.87% |
$87.1K - $93.5K
|
57.4K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1K- 23.53% |
$79.4K - $85.2K
|
3.25K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-876- 0.65% |
$69.5K - $74.7K
|
133K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-838- 2.98% |
$66.5K - $71.4K
|
27.3K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-680- 0.27% |
$54K - $58K
|
249K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-543- 0.24% |
$43.1K - $46.3K
|
225K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-457- 3.65% |
$36.3K - $39K
|
12.1K
$953K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-375- 2.4% |
$29.8K - $32K
|
15.2K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-310- 2.63% |
$24.6K - $26.4K
|
11.5K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-262- 5.33% |
$20.8K - $22.3K
|
4.65K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-236- 4.0% |
$18.7K - $20.1K
|
5.66K
$447K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-153- 1.06% |
$12.1K - $13K
|
14.2K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-90- 1.23% |
$7.14K - $7.67K
|
7.23K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 1.83% |
$4.13K - $4.43K
|
2.78K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-48- 0.54% |
$3.81K - $4.09K
|
8.9K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 11.34% |
$3.57K - $3.84K
|
352
$27.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-45- 5.11% |
$3.57K - $3.84K
|
835
$65.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16- 0.26% |
$1.27K - $1.36K
|
6.22K
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10- 0.21% |
$794 - $852
|
4.65K
$367K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.6K- 70.16% |
$1.97M - $2.1M
|
10.5K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.41K- 37.08% |
$193K - $206K
|
4.09K
$322K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.97K- 40.59% |
$158K - $168K
|
2.88K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 12.57% |
$90.7K - $96.5K
|
7.86K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-225- 1.59% |
$18.1K - $19.2K
|
13.9K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-181- 0.97% |
$14.5K - $15.5K
|
18.5K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-72- 1.06% |
$5.78K - $6.15K
|
6.7K
$528K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 5.0% |
$963 - $1.03K
|
228
$18K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-59- 0.21% |
$4.45K - $4.85K
|
28.7K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7- 9.86% |
$528 - $575
|
64
$5.05K
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-300- 5.38% |
$21.9K - $23.2K
|
5.28K
$416K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-20- 0.41% |
$1.46K - $1.54K
|
4.82K
$380K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9- 0.22% |
$658 - $695
|
4.03K
$318K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 67.12% |
$76.3K - $84.2K
|
537
$42.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-195- 5.32% |
$13.6K - $15K
|
3.47K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-56- 0.79% |
$3.9K - $4.3K
|
7.03K
$554K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 7.25% |
$65K - $74.7K
|
13.5K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-671- 71.61% |
$41.4K - $47.5K
|
266
$21K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3- 0.07% |
$185 - $212
|
4.2K
$331K
|
|