Sweet Financial Partners, LLC Ishares Morningstar Value ETF Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 12,160 shares of ILCV stock, worth $1.02 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,160
Previous 12,160 -0.0%
Holding current value
$1.02 Million
Previous $928,000 7.65%
% of portfolio
0.22%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$73.1 - $77.24 $4,020 - $4,248
55 Added 0.45%
12,160 $928,000
Q1 2024

Apr 23, 2024
BUY
$69.61 - $76.86 $3,619 - $3,996
52 Added 0.43%
12,105 $930,000
Q4 2023

Jan 12, 2024
BUY
$61.65 - $70.82 $9,370 - $10,764
152 Added 1.28%
12,053 $851,000
Q2 2023

Jul 24, 2023
BUY
$62.78 - $66.52 $3,264 - $3,459
52 Added 0.44%
11,901 $791,000
Q1 2023

Apr 14, 2023
BUY
$61.05 - $67.22 $3,907 - $4,302
64 Added 0.54%
11,849 $757,000
Q4 2022

Jan 19, 2023
BUY
$57.07 - $66.32 $3,937 - $4,576
69 Added 0.59%
11,785 $0
Q3 2022

Nov 10, 2022
BUY
$56.47 - $66.63 $4,912 - $5,796
87 Added 0.75%
11,716 $661,000
Q2 2022

Aug 03, 2022
BUY
$58.45 - $69.44 $679,715 - $807,517
11,629 New
11,629 $702,000

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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