Valpey Financial Services, LLC Ishares Morningstar Growth ETF Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 4,571 shares of ILCG stock, worth $0. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,571
Previous 4,583 0.26%
Holding current value
$0
Previous $444 Million 7.37%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Nov 06, 2025
SELL
N/A
-12 Reduced 0.26%
4,571 $477 Million
Q2 2025

Jul 22, 2025
BUY
N/A
4,583 New
4,583 $444 Million

Others Institutions Holding ILCG

# of Institutions
353
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR GROWTH ETF

ILCG Quotes by TradingView
  • Ticker ILCG
More about ILCG
Track This Portfolio

Track Valpey Financial Services, LLC Portfolio

Follow Valpey Financial Services, 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 Valpey Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valpey Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email