Latest Institutional Transactions on Ishares Morningstar Value ETF (ILCV)
This table provides information on the latest institutional transactions involving Ishares Morningstar Value ETF (ILCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
926+ 11.48% |
$81.5K - $86.5K
|
8.99K
$827K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
671+ 14.08% |
$59.1K - $62.7K
|
5.44K
$500K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
28.4KNew |
$2.5M - $2.65M
|
28.4K
$2.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-167- 3.01% |
$14.7K - $15.6K
|
5.37K
$494K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-38- 1.18% |
$3.35K - $3.55K
|
3.17K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-497- 8.77% |
$43.8K - $46.4K
|
5.17K
$475K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
5.28K+ 0.8% |
$465K - $494K
|
666K
$61.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 2.75% |
$8.81K - $9.34K
|
3.53K
$325K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2.17KNew |
$191K - $203K
|
2.17K
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-288- 1.62% |
$25.4K - $26.9K
|
17.5K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-29- 0.94% |
$2.55K - $2.71K
|
3.07K
$282K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.59K+ 1.86% |
$228K - $242K
|
142K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
17.9KNew |
$1.57M - $1.67M
|
17.9K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.33K- 1.12% |
$117K - $124K
|
118K
$10.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 6.15% |
$17.6K - $18.7K
|
3.05K
$281K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.36KNew |
$208K - $221K
|
2.36K
$218K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.71K+ 12.22% |
$390K - $424K
|
43.2K
$3.98M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 108.82% |
$9.2K - $9.99K
|
213
$19.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08KNew |
$89.5K - $97.2K
|
1.08K
$99.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-21- 91.3% |
$1.74K - $1.89K
|
2
$184
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-908- 11.58% |
$75.2K - $81.7K
|
6.93K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$1.24K - $1.35K
|
15
$1.38K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.9K- 4.48% |
$1.4M - $1.52M
|
360K
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.5K+ 1.67% |
$1.12M - $1.22M
|
826K
$76M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.64K- 4.48% |
$385K - $418K
|
99K
$9.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.4K+ 6.12% |
$530K - $576K
|
111K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-635- 5.38% |
$52.6K - $57.2K
|
11.2K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.3K- 93.41% |
$356K - $387K
|
303
$27.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31+ 0.31% |
$2.57K - $2.79K
|
9.91K
$912K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.59K- 44.85% |
$463K - $503K
|
6.87K
$632K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
495+ 0.84% |
$41K - $44.6K
|
59.5K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.45K+ 2.17% |
$203K - $221K
|
116K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22K+ 802.99% |
$1.82M - $1.98M
|
24.8K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133K+ 223.37% |
$11.1M - $12M
|
193K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-176K- 19.45% |
$14.6M - $15.8M
|
729K
$67M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.9K- 11.22% |
$1.32M - $1.43M
|
126K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-112- 1.55% |
$9.28K - $10.1K
|
7.11K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$166 - $180
|
8.9K
$819K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
564New |
$46.7K - $50.8K
|
564
$51.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
15+ 0.47% |
$1.24K - $1.35K
|
3.22K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.66K+ 0.4% |
$138K - $149K
|
413K
$38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.9K+ 359.75% |
$7.86M - $8.54M
|
121K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
127New |
$10.5K - $11.4K
|
127
$11.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-487- 9.54% |
$40.4K - $43.8K
|
4.62K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.75K+ 20.36% |
$145K - $158K
|
10.4K
$954K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.96KNew |
$494K - $536K
|
5.96K
$548K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115+ 0.31% |
$9.53K - $10.4K
|
37.6K
$3.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
208New |
$17.2K - $18.7K
|
208
$19.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.36KNew |
$361K - $392K
|
4.36K
$401K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-868- 3.23% |
$71.9K - $78.1K
|
26K
$2.39M
|
|