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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-39- 0.7% |
$3.23K - $3.51K
|
5.54K
$510K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1- 0.04% |
$82.9 - $90
|
2.47K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-395- 2.33% |
$32.7K - $35.6K
|
16.6K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-348- 6.63% |
$28.8K - $31.3K
|
4.9K
$451K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.45% |
$1.33K - $1.44K
|
3.61K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.7K+ 23.49% |
$4.45M - $4.84M
|
283K
$26M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-682- 41.94% |
$56.5K - $61.4K
|
944
$86.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.47% |
$1.24K - $1.35K
|
3.2K
$294K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-175- 3.11% |
$14.5K - $15.8K
|
5.45K
$502K
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
7.25K+ 11.92% |
$601K - $653K
|
68.1K
$6.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
153+ 1.93% |
$12.7K - $13.8K
|
8.06K
$742K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9+ 0.36% |
$746 - $810
|
2.5K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.05% |
$1.16K - $1.26K
|
29.5K
$2.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-460- 2.79% |
$38.1K - $41.4K
|
16K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-848- 0.34% |
$70.3K - $76.3K
|
246K
$22.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.03K+ 12.72% |
$85.3K - $92.6K
|
9.12K
$839K
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-28- 0.9% |
$2.32K - $2.52K
|
3.1K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-556- 4.29% |
$46.1K - $50.1K
|
12.4K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-9- 0.2% |
$746 - $810
|
4.38K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
15+ 0.45% |
$1.24K - $1.35K
|
3.34K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
463+ 92.05% |
$38.4K - $41.7K
|
966
$88.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-656- 2.53% |
$54.4K - $59.1K
|
25.3K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.26K- 46.32% |
$353K - $383K
|
4.94K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 2.64% |
$129K - $140K
|
57.5K
$5.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-2.38K- 6.17% |
$198K - $215K
|
36.3K
$3.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.38K- 9.25% |
$197K - $214K
|
23.4K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.97% |
$10.8K - $11.7K
|
6.73K
$619K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.09K+ 3.35% |
$256K - $278K
|
95.4K
$8.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-259- 5.72% |
$21.5K - $23.3K
|
4.27K
$393K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.5K+ 200.18% |
$1.12M - $1.22M
|
20.3K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.04% |
$82.9 - $90
|
2.52K
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$116K - $126K
|
1.4K
$129K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
65.6KNew |
$5.44M - $5.91M
|
65.6K
$6.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44- 1.77% |
$3.65K - $3.96K
|
2.45K
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-553- 5.11% |
$45.8K - $49.8K
|
10.3K
$945K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-8.86K- 3.05% |
$734K - $798K
|
282K
$25.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-91- 1.77% |
$7.54K - $8.19K
|
5.05K
$465K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.46% |
$1.41K - $1.53K
|
3.7K
$340K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
935New |
$77.5K - $84.2K
|
935
$86K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.32K+ 1.98% |
$192K - $208K
|
119K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.31K- 5.67% |
$275K - $298K
|
55.1K
$5.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.43K- 8.07% |
$533K - $579K
|
73.3K
$6.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
28.5KNew |
$2.36M - $2.57M
|
28.5K
$2.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.4K- 5.61% |
$3.27M - $3.55M
|
663K
$61M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.2KNew |
$2.25M - $2.45M
|
27.2K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
550+ 5.43% |
$45.6K - $49.5K
|
10.7K
$982K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
228+ 0.45% |
$18.9K - $20.5K
|
50.7K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
100+ 2.83% |
$8.29K - $9K
|
3.63K
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.98KNew |
$330K - $358K
|
3.98K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.8K- 17.65% |
$2.06M - $2.24M
|
116K
$10.7M
|
|