Kiley Juergens Wealth Management, LLC Ishares Morningstar Value ETF Transaction History

Kiley Juergens Wealth Management, LLC

  • $441 Million
  • Q4 2025

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 87,694 shares of ILCV stock, worth $8.07 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
87,694
Previous 87,982 0.33%
Holding current value
$8.07 Million
Previous $7.92 Million 1.88%
% of portfolio
1.83%
Previous 1.82%

Shares

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

Jan 26, 2026
SELL
$88.05 - $93.43 $25,358 - $26,907
-288 Reduced 0.33%
87,694 $8.07 Million
Q3 2025

Oct 22, 2025
SELL
$82.86 - $90.02 $99,597 - $108,204
-1,202 Reduced 1.35%
87,982 $7.92 Million
Q2 2025

Jul 16, 2025
BUY
$72.16 - $83.39 $44,161 - $51,034
612 Added 0.69%
89,184 $7.44 Million
Q1 2025

Apr 21, 2025
BUY
$79.37 - $85.24 $88,656 - $95,213
1,117 Added 1.28%
88,572 $7.21 Million
Q4 2024

Jan 16, 2025
BUY
$80.23 - $85.43 $59,209 - $63,047
738 Added 0.85%
87,455 $7.08 Million
Q3 2024

Oct 15, 2024
BUY
$75.47 - $82.2 $318,709 - $347,130
4,223 Added 5.12%
86,717 $7.13 Million
Q2 2024

Jul 23, 2024
BUY
$73.1 - $77.24 $117,837 - $124,510
1,612 Added 1.99%
82,494 $6.3 Million
Q1 2024

Apr 18, 2024
BUY
$69.61 - $76.86 $98,915 - $109,218
1,421 Added 1.79%
80,882 $6.22 Million
Q4 2023

Jan 30, 2024
SELL
$61.65 - $70.82 $8,199 - $9,419
-133 Reduced 0.17%
79,461 $5.61 Million
Q3 2023

Oct 17, 2023
SELL
$64.75 - $69.1 $27,713 - $29,574
-428 Reduced 0.53%
79,594 $5.16 Million
Q2 2023

Jul 26, 2023
SELL
$62.78 - $66.52 $25,363 - $26,874
-404 Reduced 0.5%
80,022 $5.32 Million
Q1 2023

May 02, 2023
BUY
$61.05 - $67.22 $3,357 - $3,697
55 Added 0.07%
80,426 $5.14 Million
Q4 2022

Feb 06, 2023
BUY
$57.07 - $66.32 $1,540 - $1,790
27 Added 0.03%
80,371 $5.08 Million
Q3 2022

Oct 11, 2022
BUY
$56.47 - $66.63 $15,585 - $18,389
276 Added 0.34%
80,344 $4.54 Million
Q2 2022

Jul 29, 2022
BUY
$58.45 - $69.44 $1.44 Million - $1.71 Million
24,564 Added 44.26%
80,068 $4.84 Million
Q1 2022

Apr 27, 2022
SELL
$64.84 - $70.54 $1.13 Million - $1.23 Million
-17,459 Reduced 23.93%
55,504 $3.81 Million
Q1 2022

Apr 12, 2022
BUY
$64.84 - $70.54 $740,213 - $805,284
11,416 Added 18.55%
72,963 $5 Million
Q4 2021

Jan 20, 2022
BUY
$64.05 - $69.73 $334,212 - $363,851
5,218 Added 9.26%
61,547 $4.28 Million
Q3 2021

Oct 13, 2021
BUY
$63.06 - $66.8 $74,726 - $79,158
1,185 Added 2.15%
56,329 $3.58 Million
Q2 2021

Jul 22, 2021
BUY
$61.94 - $65.62 $2.12 Million - $2.25 Million
34,267 Added 164.14%
55,144 $3.56 Million
Q1 2021

Apr 29, 2021
BUY
$55.47 - $61.79 $65,177 - $72,603
1,175 Added 5.96%
20,877 $2.56 Million
Q4 2020

Jan 19, 2021
BUY
$47.6 - $56.67 $89,202 - $106,199
1,874 Added 10.51%
19,702 $2.21 Million
Q3 2020

Oct 23, 2020
BUY
$47.59 - $51.89 $46,828 - $51,059
984 Added 5.84%
17,828 $1.76 Million
Q2 2020

Jul 14, 2020
BUY
$41.61 - $53.69 $8,322 - $10,738
200 Added 1.2%
16,844 $1.63 Million
Q1 2020

Apr 17, 2020
SELL
$37.99 - $58.92 $13,182 - $20,445
-347 Reduced 2.04%
16,644 $1.44 Million
Q4 2019

Jan 21, 2020
BUY
$53.35 - $58.77 $38,465 - $42,373
721 Added 4.43%
16,991 $1.99 Million
Q2 2019

Jul 11, 2019
BUY
N/A
108 Added 0.67%
16,270 $1.76 Million
Q1 2019

Apr 12, 2019
BUY
N/A
59 Added 0.37%
16,162 $1.7 Million
Q4 2018

Jan 15, 2019
BUY
N/A
458 Added 2.93%
16,103 $1.55 Million
Q3 2018

Oct 10, 2018
BUY
N/A
489 Added 3.23%
15,645 $1.68 Million
Q2 2018

Jul 23, 2018
BUY
N/A
200 Added 1.34%
15,156 $1.54 Million
Q1 2018

Apr 23, 2018
SELL
N/A
-542 Reduced 3.5%
14,956 $1.52 Million
Q4 2017

Feb 12, 2018
BUY
N/A
15,498
15,498 $1.64 Million

Others Institutions Holding ILCV

# of Institutions
194
Shares Held
9.5M
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
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email