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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-122K- 15.02% |
$9.24M - $10.1M
|
693K
$58M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.5K- 42.32% |
$1.93M - $2.1M
|
34.8K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-9.67K- 3.82% |
$730K - $795K
|
244K
$20.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.91K- 5.2% |
$371K - $404K
|
89.6K
$7.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 1.48% |
$151K - $164K
|
133K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.19K- 15.47% |
$89.7K - $97.7K
|
6.5K
$544K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.05K- 2.75% |
$78.9K - $86K
|
37K
$3.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-914- 7.77% |
$69K - $75.1K
|
10.8K
$908K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-521- 1.11% |
$39.3K - $42.8K
|
46.5K
$3.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-404- 7.97% |
$30.5K - $33.2K
|
4.66K
$390K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-328- 2.26% |
$24.8K - $27K
|
14.2K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-250- 2.05% |
$18.9K - $20.6K
|
11.9K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-235- 1.46% |
$17.7K - $19.3K
|
15.9K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-59- 0.21% |
$4.45K - $4.85K
|
28.7K
$2.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-52- 0.28% |
$3.92K - $4.27K
|
18.7K
$1.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26- 0.52% |
$1.96K - $2.14K
|
4.95K
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-13- 40.63% |
$981 - $1.07K
|
19
$1.59K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-210K- 17.76% |
$15.3M - $16.2M
|
971K
$81.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.15K- 26.85% |
$522K - $552K
|
19.5K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.26K- 41.76% |
$311K - $329K
|
5.94K
$497K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.6K- 0.44% |
$263K - $278K
|
817K
$68.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.12K- 2.08% |
$155K - $164K
|
99.9K
$8.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.46K- 3.19% |
$107K - $113K
|
44.4K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.31K- 28.5% |
$95.5K - $101K
|
3.28K
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.22K- 2.06% |
$89.2K - $94.2K
|
58K
$4.85M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-843- 1.37% |
$61.6K - $65.1K
|
60.9K
$5.09M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-527- 1.49% |
$38.5K - $40.7K
|
34.9K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-346- 5.5% |
$25.3K - $26.7K
|
5.94K
$497K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-300- 5.38% |
$21.9K - $23.2K
|
5.28K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-279- 2.89% |
$20.4K - $21.5K
|
9.38K
$785K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-123- 0.15% |
$8.99K - $9.5K
|
82.2K
$6.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-110- 6.43% |
$8.04K - $8.5K
|
1.6K
$134K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-20- 0.41% |
$1.46K - $1.54K
|
4.82K
$404K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14- 5.51% |
$1.02K - $1.08K
|
240
$20.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9- 0.22% |
$658 - $695
|
4.03K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7- 8.97% |
$512 - $541
|
71
$5.94K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.67K- 3.72% |
$603K - $666K
|
225K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 25.51% |
$110K - $121K
|
4.6K
$385K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 67.12% |
$76.3K - $84.2K
|
537
$44.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-195- 5.32% |
$13.6K - $15K
|
3.47K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-56- 0.79% |
$3.9K - $4.3K
|
7.03K
$588K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.52K- 33.93% |
$93.5K - $107K
|
2.95K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 7.25% |
$65K - $74.7K
|
13.5K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-671- 71.61% |
$41.4K - $47.5K
|
266
$22.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3- 0.07% |
$185 - $212
|
4.2K
$352K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.5K- 37.65% |
$162K - $172K
|
4.13K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.28K- 7.67% |
$82.9K - $88.4K
|
15.4K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67- 2.08% |
$4.34K - $4.63K
|
3.15K
$264K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.54K- 10.44% |
$96.4K - $102K
|
13.2K
$1.1M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.03K- 30.57% |
$124K - $136K
|
4.61K
$386K
|
|