Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 14, 2023 Q2 2023
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
448K
New
$28.1M - $29.8M
448K $38.2M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
70.4K
+ 6.47%
$4.42M - $4.68M
1.16M $98.7M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
14.7K
New
$926K - $981K
14.7K $1.26M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
11.9K
+ 4.11%
$750K - $795K
303K $25.8M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
11K
New
$692K - $733K
11K $939K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
9.04K
+ 2.89%
$568K - $601K
322K $27.4M
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
8.78K
+ 1.1%
$551K - $584K
804K $68.4M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
7.09K
New
$445K - $471K
7.09K $604K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.28K
+ 19.8%
$394K - $418K
38K $3.24M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
5.11K
+ 1.03%
$321K - $340K
500K $42.6M
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
4.45K
+ 13.95%
$280K - $296K
36.4K $3.1M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.43K
New
$278K - $295K
4.43K $377K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
2.27K
+ 1.08%
$143K - $151K
213K $18.2M
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
2.22K
+ 42.65%
$139K - $147K
7.41K $631K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
1.82K
+ 2.44%
$114K - $121K
76.4K $6.5M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.55K
+ 3.79%
$97.6K - $103K
42.6K $3.63M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.07K
+ 2.89%
$67.2K - $71.2K
38.1K $3.24M
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
574
+ 0.97%
$36K - $38.2K
59.7K $5.08M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
548
+ 0.65%
$34.4K - $36.5K
84.4K $7.19M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
481
+ 1.05%
$30.2K - $32K
46.5K $3.96M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
478
New
$30K - $31.8K
478 $40.7K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
384
+ 3.12%
$24.1K - $25.5K
12.7K $1.08M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
367
+ 0.18%
$23K - $24.4K
202K $17.2M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
363
+ 0.44%
$22.8K - $24.1K
83.5K $7.11M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
343
+ 33.5%
$21.5K - $22.8K
1.37K $116K
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
247
New
$15.5K - $16.4K
247 $21K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
243
+ 6.45%
$15.3K - $16.2K
4.01K $341K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
200
+ 3.23%
$12.6K - $13.3K
6.39K $544K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
54
+ 0.35%
$3.39K - $3.59K
15.4K $1.31M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
53
+ 1.21%
$3.33K - $3.53K
4.42K $377K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
53
+ 1.21%
$3.33K - $3.53K
4.42K $377K
Jul 24, 2023 Q2 2023
Sweet Financial Partners, LLC

BUY
 -
52
+ 0.44%
$3.26K - $3.46K
11.9K $1.01M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
38
+ 0.12%
$2.39K - $2.53K
32.5K $2.77M
Aug 07, 2023 Q2 2023
Private Wealth Strategies, L.L.C.

BUY
 -
30
+ 0.45%
$1.88K - $2K
6.64K $565K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
27
+ 1.96%
$1.7K - $1.8K
1.41K $120K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
20
+ 0.48%
$1.26K - $1.33K
4.17K $355K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
8
+ 0.21%
$502 - $532
3.82K $325K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
5
+ 0.46%
$314 - $333
1.08K $92.3K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 20, 2023 Q2 2023
Courage Miller Partners, LLC

SELL
 -
-6
- 0.1%
$377 - $399
6.11K $521K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-17
- 0.08%
$1.07K - $1.13K
21.2K $1.81M
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

SELL
 -
-53
- 0.26%
$3.33K - $3.53K
20K $1.7M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-64
- 1.7%
$4.02K - $4.26K
3.71K $316K
Jul 19, 2023 Q2 2023
Brand Asset Management Group, Inc.

SELL
 -
-75
- 0.6%
$4.71K - $4.99K
12.5K $1.06M
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-122
- 1.18%
$7.66K - $8.12K
10.2K $868K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-194
- 4.09%
$12.2K - $12.9K
4.56K $388K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-209
- 0.54%
$13.1K - $13.9K
38.3K $3.26M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-237
- 2.91%
$14.9K - $15.8K
7.91K $674K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

SELL
 -
-400
- 5.1%
$25.1K - $26.6K
7.45K $635K

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