Purchases and Sales Made in Q4 2024 in Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
364+ 1.3% |
$29.2K - $31.1K
|
28.3K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
262+ 0.78% |
$21K - $22.4K
|
34K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
179New |
$14.4K - $15.3K
|
179
$15.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
164+ 2.29% |
$13.2K - $14K
|
7.32K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 1.45% |
$10.3K - $10.9K
|
8.94K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
111+ 0.38% |
$8.91K - $9.48K
|
29.2K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
95+ 0.98% |
$7.62K - $8.12K
|
9.74K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
37+ 0.45% |
$2.97K - $3.16K
|
8.29K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
22+ 0.51% |
$1.77K - $1.88K
|
4.35K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.55% |
$1.6K - $1.71K
|
3.65K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.55% |
$1.44K - $1.54K
|
3.3K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14New |
$1.12K - $1.2K
|
14
$1.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.54% |
$481 - $513
|
1.12K
$94.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4New |
$321 - $342
|
4
$338
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.33% |
$241 - $256
|
920
$77.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3New |
$241 - $256
|
3
$253
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3New |
$241 - $256
|
3
$253
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$80.2 - $85.4
|
1
$84.5
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$80.2 - $85.4
|
89.6K
$7.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1- 0.02% |
$80.2 - $85.4
|
5.9K
$498K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$160 - $171
|
4.66K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 5.0% |
$963 - $1.03K
|
228
$19.3K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13- 0.36% |
$1.04K - $1.11K
|
3.61K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.03% |
$1.2K - $1.28K
|
46.5K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22- 0.48% |
$1.77K - $1.88K
|
4.58K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-37- 0.29% |
$2.97K - $3.16K
|
12.5K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40- 0.81% |
$3.21K - $3.42K
|
4.91K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-72- 1.06% |
$5.78K - $6.15K
|
6.7K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-88- 0.62% |
$7.06K - $7.52K
|
14.1K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-150- 1.26% |
$12K - $12.8K
|
11.8K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-181- 0.97% |
$14.5K - $15.5K
|
18.5K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-225- 1.59% |
$18.1K - $19.2K
|
13.9K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-300- 1.89% |
$24.1K - $25.6K
|
15.6K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-490- 0.57% |
$39.3K - $41.9K
|
85.5K
$7.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-495- 15.08% |
$39.7K - $42.3K
|
2.79K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-601- 2.09% |
$48.2K - $51.3K
|
28.1K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-808- 8.36% |
$64.8K - $69K
|
8.86K
$748K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 12.57% |
$90.7K - $96.5K
|
7.86K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.23K- 9.76% |
$98.9K - $105K
|
11.4K
$963K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.24K- 3.34% |
$99.1K - $106K
|
35.7K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.41K- 37.08% |
$193K - $206K
|
4.09K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.85K- 5.11% |
$228K - $243K
|
52.9K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.96K- 1.72% |
$318K - $338K
|
226K
$19.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-4.14K- 0.6% |
$332K - $354K
|
689K
$58.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.14K- 0.6% |
$332K - $354K
|
690K
$58.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.45K- 4.72% |
$357K - $380K
|
89.7K
$7.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.63K- 4.24% |
$372K - $396K
|
105K
$8.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.97K- 2.4% |
$399K - $425K
|
202K
$17.1M
|