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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.1K- 17.28% |
$6.57M - $7.6M
|
436K
$38.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-73.8K- 97.84% |
$5.32M - $6.15M
|
1.63K
$145K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.9K- 6.21% |
$1.8M - $2.08M
|
377K
$33.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-22.9K- 87.58% |
$1.65M - $1.91M
|
3.25K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.6K- 46.75% |
$1.63M - $1.88M
|
25.7K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-21.2K- 80.13% |
$1.53M - $1.77M
|
5.25K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.1K- 75.32% |
$1.45M - $1.68M
|
6.6K
$588K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10.6K- 67.28% |
$763K - $881K
|
5.14K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.63K- 62.29% |
$695K - $803K
|
5.83K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.38K- 22.12% |
$605K - $699K
|
29.5K
$2.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.14K- 12.12% |
$587K - $679K
|
59K
$5.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.51K- 39.65% |
$542K - $626K
|
11.4K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.69K- 6.01% |
$483K - $558K
|
105K
$9.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 65.58% |
$442K - $510K
|
3.21K
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.95K- 65.56% |
$429K - $496K
|
3.13K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-5.88K- 4.09% |
$424K - $490K
|
138K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.31K- 59.62% |
$383K - $443K
|
3.6K
$320K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-5.02K- 13.91% |
$362K - $418K
|
31.1K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.46K- 0.89% |
$322K - $372K
|
497K
$44.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.18K- 62.84% |
$302K - $349K
|
2.47K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.56K- 6.21% |
$185K - $213K
|
38.7K
$3.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-2.21K- 0.89% |
$159K - $184K
|
247K
$22M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.02K- 18.19% |
$145K - $168K
|
9.07K
$807K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.9K- 1.6% |
$137K - $158K
|
117K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.36K- 11.84% |
$98.1K - $113K
|
10.1K
$902K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.36K- 34.29% |
$98K - $113K
|
2.6K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 22.48% |
$75.5K - $87.2K
|
3.61K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-976- 5.26% |
$70.4K - $81.4K
|
17.6K
$1.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-833- 55.94% |
$60.1K - $69.5K
|
656
$58.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-831- 2.37% |
$60K - $69.3K
|
34.3K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-807- 16.85% |
$58.2K - $67.3K
|
3.98K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-782- 8.33% |
$56.4K - $65.2K
|
8.61K
$767K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-780- 0.84% |
$56.3K - $65K
|
92.3K
$8.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-486- 2.63% |
$35.1K - $40.5K
|
18K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-437- 1.6% |
$31.5K - $36.4K
|
26.9K
$2.39M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-358- 12.43% |
$25.8K - $29.9K
|
2.52K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-347- 11.74% |
$25K - $28.9K
|
2.61K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-343- 2.46% |
$24.8K - $28.6K
|
13.6K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-273- 2.26% |
$19.7K - $22.8K
|
11.8K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-269- 76.42% |
$19.4K - $22.4K
|
83
$7.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-245- 3.94% |
$17.7K - $20.4K
|
5.98K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-208- 0.78% |
$15K - $17.3K
|
26.4K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-203- 28.75% |
$14.6K - $16.9K
|
503
$44.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-196- 1.49% |
$14.1K - $16.3K
|
13K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-177- 20.11% |
$12.8K - $14.8K
|
703
$62.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-131- 1.47% |
$9.45K - $10.9K
|
8.78K
$782K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-84- 1.48% |
$6.06K - $7K
|
5.58K
$497K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-78- 0.51% |
$5.63K - $6.5K
|
15.2K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-68- 74.73% |
$4.91K - $5.67K
|
23
$2.05K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-45- 1.78% |
$3.25K - $3.75K
|
2.49K
$222K
|