Purchases and Sales Made in Q1 2022 in Ishares Morningstar Value ETF (ILCV)

ILCV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES MORNINGSTAR VALUE ETF .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
121K
+ 1617.49%
$7.82M - $8.5M
128K $10.9M
May 16, 2022 Q1 2022
Surevest, LLC

Los Angeles, CA
BUY
 -
118K
+ 1759.47%
$7.65M - $8.32M
125K $10.6M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
23.8K
New
$1.54M - $1.68M
23.8K $2.02M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
14.6K
+ 8.63%
$945K - $1.03M
183K $15.6M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
13.2K
+ 15.75%
$856K - $932K
97K $8.27M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
13K
New
$841K - $915K
13K $1.1M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
12.4K
+ 6.85%
$803K - $873K
193K $16.5M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
11.5K
+ 7.04%
$745K - $810K
175K $14.9M
Apr 12, 2022 Q1 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
11.4K
+ 18.55%
$740K - $805K
73K $6.21M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
10.9K
New
$706K - $768K
10.9K $927K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.3K
+ 3.65%
$538K - $585K
236K $20.1M
May 02, 2022 Q1 2022
Madison Wealth Partners, Inc

BUY
 -
8.27K
New
$536K - $584K
8.27K $705K
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.16K
New
$529K - $576K
8.16K $695K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
5.94K
New
$385K - $419K
5.94K $506K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
5.86K
+ 3.68%
$380K - $413K
165K $14M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.67K
+ 5.19%
$238K - $259K
74.3K $6.32M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.07K
+ 35.24%
$199K - $217K
11.8K $1M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
2.06K
+ 0.4%
$134K - $145K
518K $44.1M
May 16, 2022 Q1 2022
Saxon Interests, Inc.

BUY
 -
1.97K
+ 18.33%
$128K - $139K
12.7K $1.08M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.43K
+ 4.83%
$92.5K - $101K
31K $2.64M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
1.35K
+ 23.85%
$87.5K - $95.2K
7.01K $597K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
986
+ 2.94%
$63.9K - $69.6K
34.5K $2.94M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
949
+ 1.4%
$61.5K - $66.9K
68.6K $5.84M
May 09, 2022 Q1 2022
Dentgroup LLC

BUY
 -
885
+ 1.49%
$57.4K - $62.4K
60.2K $5.13M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
850
+ 19.83%
$55.1K - $60K
5.14K $437K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
BUY
 -
756
+ 12.6%
$49K - $53.3K
6.76K $575K
May 03, 2022 Q1 2022
Ellis Investment Partners, LLC

BUY
 -
749
+ 5.83%
$48.6K - $52.8K
13.6K $1.16M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
570
New
$37K - $40.2K
570 $48.5K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
556
+ 2.92%
$36.1K - $39.2K
19.6K $1.67M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
329
New
$21.3K - $23.2K
329 $28K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
175
+ 3.11%
$11.3K - $12.3K
5.8K $494K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
75
+ 0.56%
$4.86K - $5.29K
13.4K $1.14M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
30
New
$1.95K - $2.12K
30 $2.56K
Apr 29, 2022 Q1 2022
Private Wealth Strategies, L.L.C.

BUY
 -
29
+ 0.45%
$1.88K - $2.05K
6.45K $549K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
13
New
$843 - $917
13 $1.11K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
10
+ 0.25%
$648 - $705
3.99K $340K
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
5
+ 0.48%
$324 - $353
1.05K $89.6K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5
+ 0.11%
$324 - $353
4.72K $402K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
5
+ 0.16%
$324 - $353
3.1K $264K
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
2
+ 0.14%
$130 - $141
1.47K $125K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
1
+ 0.49%
$64.8 - $70.5
204 $17.4K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 28, 2022 Q1 2022
Brand Asset Management Group, Inc.

SELL
 -
-13
- 0.1%
$843 - $917
13.5K $1.15M
May 05, 2022 Q1 2022
Signature Securities Group Corporation

SELL
 -
-45
- 0.53%
$2.92K - $3.17K
8.43K $718K
May 16, 2022 Q1 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-60
- 1.15%
$3.89K - $4.23K
5.14K $438K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-80
- 6.61%
$5.19K - $5.64K
1.13K $96.2K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

SELL
 -
-84
- 0.88%
$5.45K - $5.93K
9.49K $808K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-100
Closed
$6.48K - $7.05K
0 $0
Apr 29, 2022 Q1 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-100
Closed
$6.48K - $7.05K
0 $0

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