Edge Financial Advisors LLC Ishares Morningstar Value ETF Transaction History
Edge Financial Advisors LLC
- $223 Billion
- Q3 2025
A detailed history of Edge Financial Advisors LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Edge Financial Advisors LLC holds 20,262 shares of ILCV stock, worth $1.86 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
20,262
Previous 6,750
200.18%
Holding current value
$1.86 Million
Previous $569 Million
220.62%
% of portfolio
0.82%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
193Shares Held
9.54MCall 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
-
Matrix Trust CO666KShares$61.3 Million10.38% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
-
Ubs Group Ag536KShares$49.3 Million0.01% of portfolio