Latest Institutional Sells of Ishares Morningstar Value ETF (ILCV)
This list provides information on the latest institutional transactions involving Ishares Morningstar Value ETF (ILCV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-176K- 19.45% |
$14.6M - $15.8M
|
729K
$67M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-89.9K- 20.62% |
$7.45M - $8.1M
|
346K
$31.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.4K- 5.61% |
$3.27M - $3.55M
|
663K
$61M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-39.2K- 5.6% |
$3.25M - $3.53M
|
661K
$60.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.8K- 17.65% |
$2.06M - $2.24M
|
116K
$10.7M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.9K- 11.22% |
$1.32M - $1.43M
|
126K
$11.6M
|
|
|
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 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.43K- 8.07% |
$533K - $579K
|
73.3K
$6.74M
|
|
|
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
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.64K- 4.48% |
$385K - $418K
|
99K
$9.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-4.4K- 30.27% |
$365K - $396K
|
10.1K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.3K- 93.41% |
$356K - $387K
|
303
$27.9K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.26K- 46.32% |
$353K - $383K
|
4.94K
$454K
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.31K- 5.67% |
$275K - $298K
|
55.1K
$5.07M
|
|
|
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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.56K- 2.64% |
$129K - $140K
|
57.5K
$5.29M
|
|
|
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
|
|
|
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 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-868- 3.23% |
$71.9K - $78.1K
|
26K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-850- 3.64% |
$70.4K - $76.5K
|
22.5K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-848- 0.34% |
$70.3K - $76.3K
|
246K
$22.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-689- 5.55% |
$57.1K - $62K
|
11.7K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-682- 41.94% |
$56.5K - $61.4K
|
944
$86.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-656- 2.53% |
$54.4K - $59.1K
|
25.3K
$2.33M
|
|
|
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 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-556- 4.29% |
$46.1K - $50.1K
|
12.4K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-553- 5.11% |
$45.8K - $49.8K
|
10.3K
$945K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-511- 7.55% |
$42.3K - $46K
|
6.26K
$576K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-487- 9.54% |
$40.4K - $43.8K
|
4.62K
$425K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-460- 2.79% |
$38.1K - $41.4K
|
16K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-452- 3.83% |
$37.5K - $40.7K
|
11.4K
$1.05M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-445- 1.43% |
$36.9K - $40.1K
|
30.6K
$2.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-395- 2.33% |
$32.7K - $35.6K
|
16.6K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-380- 10.54% |
$31.5K - $34.2K
|
3.23K
$297K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-348- 6.63% |
$28.8K - $31.3K
|
4.9K
$451K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-259- 5.72% |
$21.5K - $23.3K
|
4.27K
$393K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-228- 7.02% |
$18.9K - $20.5K
|
3.02K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-182- 1.01% |
$15.1K - $16.4K
|
17.8K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-175- 3.11% |
$14.5K - $15.8K
|
5.45K
$502K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-167- 2.86% |
$13.8K - $15K
|
5.66K
$521K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-161- 2.52% |
$13.3K - $14.5K
|
6.23K
$574K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-142- 20.2% |
$11.8K - $12.8K
|
561
$51.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-133- 3.66% |
$11K - $12K
|
3.5K
$322K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-112- 1.55% |
$9.28K - $10.1K
|
7.11K
$654K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-91- 1.77% |
$7.54K - $8.19K
|
5.05K
$465K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44- 1.77% |
$3.65K - $3.96K
|
2.45K
$225K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-39- 0.7% |
$3.23K - $3.51K
|
5.54K
$510K
|
|