Kelly Financial Services LLC Ishares Morningstar Value ETF Transaction History

Kelly Financial Services LLC

  • $328 Million
  • Q4 2025

A detailed history of Kelly Financial Services LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 5,167 shares of ILCV stock, worth $475,467. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,167
Previous 5,664 8.77%
Holding current value
$475,467
Previous $509,000 6.68%
% of portfolio
0.14%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$88.05 - $93.43 $43,760 - $46,434
-497 Reduced 8.77%
5,167 $475,000
Q3 2025

Oct 14, 2025
SELL
$82.86 - $90.02 $13,837 - $15,033
-167 Reduced 2.86%
5,664 $509,000
Q2 2025

Jul 17, 2025
SELL
$72.16 - $83.39 $694,900 - $803,045
-9,630 Reduced 62.29%
5,831 $486,000
Q1 2025

Apr 15, 2025
BUY
$79.37 - $85.24 $1.23 Million - $1.32 Million
15,461 New
15,461 $1.25 Million

Others Institutions Holding ILCV

# of Institutions
193
Shares Held
9.54M
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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