A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 14,020 shares of ILCV stock, worth $1.14 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
14,020
Previous 15,232 7.96%
Holding current value
$1.14 Million
Previous $963,000 7.06%
% of portfolio
0.58%
Previous 0.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$61.05 - $67.22 $73,992 - $81,470
-1,212 Reduced 7.96%
14,020 $895,000
Q4 2022

Jan 27, 2023

SELL
$57.07 - $66.32 $7,419 - $8,621
-130 Reduced 0.85%
15,232 $963,000
Q3 2022

Nov 08, 2022

SELL
$56.47 - $66.63 $21,458 - $25,319
-380 Reduced 2.41%
15,362 $921,000
Q2 2022

Aug 04, 2022

BUY
$58.45 - $69.44 $920,119 - $1.09 Million
15,742 New
15,742 $998,000

Others Institutions Holding ILCV

About ISHARES MORNINGSTAR VALUE ETF


  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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