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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-123K- 15.0% |
$9.25M - $10.1M
|
694K
$58.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-122K- 15.02% |
$9.24M - $10.1M
|
693K
$58.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-87.1K- 9.92% |
$6.58M - $7.16M
|
791K
$66.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-30.1K- 3.1% |
$2.27M - $2.48M
|
941K
$79.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.4K- 86.17% |
$1.99M - $2.17M
|
4.24K
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.5K- 42.32% |
$1.93M - $2.1M
|
34.8K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.4K- 36.94% |
$1.24M - $1.35M
|
28K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-9.67K- 3.82% |
$730K - $795K
|
244K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.12K- 8.41% |
$386K - $421K
|
55.7K
$4.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.91K- 5.2% |
$371K - $404K
|
89.6K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.47K- 1.49% |
$262K - $285K
|
230K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.39K- 0.48% |
$180K - $196K
|
500K
$42.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.06K- 6.69% |
$155K - $169K
|
28.7K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 1.48% |
$151K - $164K
|
133K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.74K- 1.29% |
$132K - $143K
|
133K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.19K- 15.47% |
$89.7K - $97.7K
|
6.5K
$549K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.05K- 2.75% |
$78.9K - $86K
|
37K
$3.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-914- 7.77% |
$69K - $75.1K
|
10.8K
$916K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-521- 1.11% |
$39.3K - $42.8K
|
46.5K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-472Closed |
$35.6K - $38.8K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-404- 7.97% |
$30.5K - $33.2K
|
4.66K
$394K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-328- 2.26% |
$24.8K - $27K
|
14.2K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-315- 2.17% |
$23.8K - $25.9K
|
14.2K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-250- 2.05% |
$18.9K - $20.6K
|
11.9K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-235- 1.46% |
$17.7K - $19.3K
|
15.9K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-161- 0.27% |
$12.2K - $13.2K
|
59K
$4.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-94- 49.47% |
$7.09K - $7.73K
|
96
$8.11K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-59- 0.21% |
$4.45K - $4.85K
|
28.7K
$2.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-52- 0.28% |
$3.92K - $4.27K
|
18.7K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-41- 0.69% |
$3.09K - $3.37K
|
5.9K
$498K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26- 0.52% |
$1.96K - $2.14K
|
4.95K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-13- 40.63% |
$981 - $1.07K
|
19
$1.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9- 0.14% |
$679 - $740
|
6.24K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7- 9.86% |
$528 - $575
|
64
$5.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2- 0.02% |
$151 - $164
|
8.25K
$697K
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.22K- 2.06% |
$89.2K - $94.2K
|
58K
$4.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-300- 5.38% |
$21.9K - $23.2K
|
5.28K
$446K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-110- 6.43% |
$8.04K - $8.5K
|
1.6K
$135K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-20- 0.41% |
$1.46K - $1.54K
|
4.82K
$407K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14- 5.51% |
$1.02K - $1.08K
|
240
$20.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9- 0.22% |
$658 - $695
|
4.03K
$340K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 25.51% |
$110K - $121K
|
4.6K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 67.12% |
$76.3K - $84.2K
|
537
$45.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-195- 5.32% |
$13.6K - $15K
|
3.47K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-56- 0.79% |
$3.9K - $4.3K
|
7.03K
$594K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 33.93% |
$93.5K - $107K
|
2.95K
$249K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 7.25% |
$65K - $74.7K
|
13.5K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-671- 71.61% |
$41.4K - $47.5K
|
266
$22.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3- 0.07% |
$185 - $212
|
4.2K
$355K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.5K- 37.65% |
$162K - $172K
|
4.13K
$349K
|
|