Hb Wealth Management, LLC Ishares Morningstar Value ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,674 shares of ILCV stock, worth $982,221. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,674
Previous 10,124 5.43%
Holding current value
$982,221
Previous $844,000 13.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2025
BUY
$82.86 - $90.02 $45,573 - $49,511
550 Added 5.43%
10,674 $960,000
Q2 2025

Jul 17, 2025
SELL
$72.16 - $83.39 $98,137 - $113,410
-1,360 Reduced 11.84%
10,124 $844,000
Q1 2025

May 07, 2025
SELL
$79.37 - $85.24 $24,604 - $26,424
-310 Reduced 2.63%
11,484 $935,000
Q4 2024

Jan 15, 2025
SELL
$80.23 - $85.43 $12,034 - $12,814
-150 Reduced 1.26%
11,794 $955,000
Q3 2024

Oct 15, 2024
SELL
$75.47 - $82.2 $18,867 - $20,550
-250 Reduced 2.05%
11,944 $981,000
Q4 2021

Feb 15, 2022
BUY
$64.05 - $69.73 $781,025 - $850,287
12,194 New
12,194 $849,000

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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