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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
172+ 1.96% |
$14.3K - $15.5K
|
8.95K
$823K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.2K- 1.35% |
$99.6K - $108K
|
88K
$8.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-991- 6.54% |
$82.1K - $89.2K
|
14.2K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-380- 10.54% |
$31.5K - $34.2K
|
3.23K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-4.4K- 30.27% |
$365K - $396K
|
10.1K
$934K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-452- 3.83% |
$37.5K - $40.7K
|
11.4K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-511- 7.55% |
$42.3K - $46K
|
6.26K
$576K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.47K+ 1.07% |
$122K - $133K
|
139K
$12.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-142- 20.2% |
$11.8K - $12.8K
|
561
$51.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6- 0.05% |
$497 - $540
|
12K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-850- 3.64% |
$70.4K - $76.5K
|
22.5K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-228- 7.02% |
$18.9K - $20.5K
|
3.02K
$278K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 9.76% |
$5.3K - $5.76K
|
720
$66.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-39.2K- 5.6% |
$3.25M - $3.53M
|
661K
$60.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-167- 2.86% |
$13.8K - $15K
|
5.66K
$521K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.18K+ 52.19% |
$181K - $196K
|
6.35K
$585K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-36- 0.75% |
$2.98K - $3.24K
|
4.77K
$439K
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.36KNew |
$196K - $213K
|
2.36K
$217K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-445- 1.43% |
$36.9K - $40.1K
|
30.6K
$2.82M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.27K+ 2.78% |
$453K - $523K
|
232K
$21.3M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6New |
$433 - $500
|
6
$552
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.3KNew |
$238K - $275K
|
3.3K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$1.54M - $1.78M
|
21.4K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-245- 3.94% |
$17.7K - $20.4K
|
5.98K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-347- 11.74% |
$25K - $28.9K
|
2.61K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.94KNew |
$212K - $245K
|
2.94K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.92KNew |
$643K - $743K
|
8.92K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-196- 1.49% |
$14.1K - $16.3K
|
13K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
542New |
$39.1K - $45.2K
|
542
$49.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-269- 76.42% |
$19.4K - $22.4K
|
83
$7.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.56% |
$72.2 - $83.4
|
65
$5.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
423+ 8.36% |
$30.5K - $35.3K
|
5.49K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30New |
$2.16K - $2.5K
|
30
$2.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.44% |
$361 - $417
|
1.13K
$104K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 2.1% |
$202K - $233K
|
136K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.51K- 39.65% |
$542K - $626K
|
11.4K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.36K- 34.29% |
$98K - $113K
|
2.6K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.02K- 18.19% |
$145K - $168K
|
9.07K
$834K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 65.58% |
$442K - $510K
|
3.21K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
45New |
$3.25K - $3.75K
|
45
$4.14K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
961+ 7.35% |
$69.3K - $80.1K
|
14K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$723K - $835K
|
10K
$922K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.98KNew |
$287K - $332K
|
3.98K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-807- 16.85% |
$58.2K - $67.3K
|
3.98K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$14.4K - $16.7K
|
200
$18.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.12% |
$3.25K - $3.75K
|
37.9K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
605+ 4.14% |
$43.7K - $50.5K
|
15.2K
$1.4M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.61KNew |
$763K - $819K
|
9.61K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$196K - $210K
|
2.47K
$227K
|
|