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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-36- 0.75% |
$2.98K - $3.24K
|
4.77K
$439K
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-28- 0.9% |
$2.32K - $2.52K
|
3.1K
$285K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-21- 91.3% |
$1.74K - $1.89K
|
2
$184
|
|
|
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
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-9- 0.2% |
$746 - $810
|
4.38K
$403K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-8- 0.06% |
$663 - $720
|
13.6K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.58% |
$580 - $630
|
1.19K
$110K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6- 0.05% |
$497 - $540
|
12K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1- 0.04% |
$82.9 - $90
|
2.47K
$227K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.51K- 39.65% |
$542K - $626K
|
11.4K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 65.58% |
$442K - $510K
|
3.21K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.02K- 18.19% |
$145K - $168K
|
9.07K
$834K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.36K- 34.29% |
$98K - $113K
|
2.6K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-807- 16.85% |
$58.2K - $67.3K
|
3.98K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-347- 11.74% |
$25K - $28.9K
|
2.61K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-269- 76.42% |
$19.4K - $22.4K
|
83
$7.64K
|
|
|
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
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-196- 1.49% |
$14.1K - $16.3K
|
13K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.12% |
$3.25K - $3.75K
|
37.9K
$3.49M
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1K- 23.53% |
$79.4K - $85.2K
|
3.25K
$299K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-72- 1.06% |
$5.78K - $6.15K
|
6.7K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 5.0% |
$963 - $1.03K
|
228
$21K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.77K- 36.09% |
$495K - $523K
|
12K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-300- 5.38% |
$21.9K - $23.2K
|
5.28K
$486K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9- 0.22% |
$658 - $695
|
4.03K
$371K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 67.12% |
$76.3K - $84.2K
|
537
$49.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-195- 5.32% |
$13.6K - $15K
|
3.47K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-56- 0.79% |
$3.9K - $4.3K
|
7.03K
$647K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.06K- 7.25% |
$65K - $74.7K
|
13.5K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-671- 71.61% |
$41.4K - $47.5K
|
266
$24.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3- 0.07% |
$185 - $212
|
4.2K
$386K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.5K- 37.65% |
$162K - $172K
|
4.13K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.28K- 7.67% |
$82.9K - $88.4K
|
15.4K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67- 2.08% |
$4.34K - $4.63K
|
3.15K
$290K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.03K- 30.57% |
$124K - $136K
|
4.61K
$424K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.21K- 7.96% |
$74K - $81.5K
|
14K
$1.29M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-4.35K- 3.41% |
$246K - $290K
|
123K
$11.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-550- 13.2% |
$31.1K - $36.6K
|
3.62K
$333K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-333- 6.14% |
$18.8K - $22.2K
|
5.09K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-256- 3.79% |
$14.5K - $17.1K
|
6.5K
$598K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-23KClosed |
$1.35M - $1.6M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.75K- 50.08% |
$278K - $330K
|
4.74K
$436K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.86KClosed |
$226K - $268K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.3KClosed |
$134K - $160K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1.2KClosed |
$70.1K - $83.3K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-532- 49.17% |
$31.1K - $36.9K
|
550
$50.6K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.3KClosed |
$1.51M - $1.64M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.55KClosed |
$489K - $532K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-720Closed |
$46.7K - $50.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-270Closed |
$17.5K - $19K
|
0
$0
|
|