Cfs Investment Advisory Services, LLC Ishares Morningstar Value ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q3 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 2,446 shares of ILCV stock, worth $225,080. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,446
Previous 2,490
1.77%
Holding current value
$225,080
Previous $208,000
5.77%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding ILCV
# of Institutions
191Shares Held
9.48MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
-
Matrix Trust CO661KShares$60.8 Million9.32% of portfolio
-
Ubs Group Ag536KShares$49.3 Million0.01% of portfolio