Horst & Graben Wealth Management LLC Ishares Morningstar Value ETF Transaction History

Horst & Graben Wealth Management LLC

  • $573 Million
  • Q3 2025

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 11,958 shares of ILCV stock, worth $1.1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,958
Previous 11,964 0.05%
Holding current value
$1.1 Million
Previous $997,000 7.92%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Oct 15, 2025
SELL
$82.86 - $90.02 $497 - $540
-6 Reduced 0.05%
11,958 $1.08 Million
Q2 2025

Jul 28, 2025
BUY
$72.16 - $83.39 $128,156 - $148,100
1,776 Added 17.43%
11,964 $997,000
Q1 2025

Apr 29, 2025
BUY
$79.37 - $85.24 $194,615 - $209,008
2,452 Added 31.7%
10,188 $829,000
Q4 2024

Jan 24, 2025
BUY
$80.23 - $85.43 $35,702 - $38,016
445 Added 6.1%
7,736 $626,000
Q3 2024

Oct 21, 2024
BUY
$75.47 - $82.2 $10,792 - $11,754
143 Added 2.0%
7,291 $599,000
Q2 2024

Jul 23, 2024
BUY
$73.1 - $77.24 $522,518 - $552,111
7,148 New
7,148 $545,000

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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