Caliber Wealth Management, LLC / Ks Ishares Morningstar Value ETF Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 16,020 shares of ILCV stock, worth $1.47 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,020
Previous 16,480 2.79%
Holding current value
$1.47 Million
Previous $1.37 Billion 4.94%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$82.86 - $90.02 $38,115 - $41,409
-460 Reduced 2.79%
16,020 $1.44 Billion
Q2 2025

Jul 30, 2025
BUY
$72.16 - $83.39 $72 - $83
1 Added 0.01%
16,480 $1.37 Billion
Q1 2025

May 06, 2025
BUY
$79.37 - $85.24 $1.31 Million - $1.4 Million
16,479 New
16,479 $1.34 Billion

Others Institutions Holding ILCV

# of Institutions
190
Shares Held
9.48M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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