Free Trial
→ 625,000% Gain (From Crypto Swap Profits) (Ad) Free ILCV Stock Alerts

iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$81.18
-0.02 (-0.02%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$84.75M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$37.01M
Get ILCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ILCV Institutional Buying and Selling by Quarter

iShares Morningstar Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Janney Montgomery Scott LLC34,793$2.86M0.0%-42.3%0.286%
10/28/2024 Creative Financial Designs Inc. ADV917$75K0.0%+86.4%0.008%
10/25/2024 Diversify Advisory Services LLC6,496$538K0.0%-15.5%0.053%
10/24/2024 Lauer Wealth LLC127,426$10.51M8.0%+2.5%1.049%
10/24/2024 Barrett & Company Inc.96,351$7.92M3.4%+10.8%0.793%
10/24/2024 Ellis Investment Partners LLC15,906$1.31M0.3%-1.5%0.131%
10/24/2024 Wealth Enhancement Advisory Services LLC89,640$7.37M0.0%-5.2%0.738%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV6,150$506K0.1%+3.3%0.051%
10/21/2024 Horst & Graben Wealth Management LLC7,291$599K0.1%+2.0%0.060%
10/21/2024 Courage Miller Partners LLC4,664$383K0.1%-8.0%0.038%
10/18/2024Raymond James & Associates261,980$21.54M0.0%+1.0%2.156%
10/16/2024 Global Retirement Partners LLC8,993$739K0.0%+14.9%0.074%
10/16/2024 SPC Financial Inc.243,807$20.04M1.8%-3.8%2.007%
10/9/2024 Matrix Trust Co693,036$56.97M10.7%-15.0%5.704%
10/8/2024 CWM LLC10,846$892K0.0%-7.8%0.089%
10/8/2024 Mather Group LLC.46,549$3.83M0.0%-1.1%0.383%
10/2/2024 Dentgroup LLC36,954$3.04M2.3%-2.8%0.304%
9/5/2024Sanctuary Advisors LLC25,736$1.92M0.0%N/A0.212%
8/22/2024Cetera Investment Advisers60,868$4.65M0.0%-1.4%0.501%
8/21/2024 SPC Financial Inc.253,480$19.35M1.8%-0.1%2.086%
8/21/2024Truist Financial Corp34,942$2.67M0.0%-1.5%0.288%
8/19/2024B. Riley Wealth Advisors Inc.4,841$369K0.0%+8.7%0.040%
8/10/2024 Madison Wealth Partners Inc37,246$2.84M1.0%-0.9%0.307%
8/9/2024Prime Capital Investment Advisors LLC27,091$2.07M0.0%-5.9%0.223%
8/8/2024Envestnet Asset Management Inc.57,562$4.39M0.0%-4.7%0.474%
8/7/2024Wedbush Securities Inc.3,346$255K0.0%+24.9%0.028%
8/1/2024 Willis Johnson & Associates Inc.3,800$290K0.0%N/A0.031%
7/31/2024Commonwealth Equity Services LLC134,541$10.27M0.0%+2.4%1.107%
7/30/2024 Key Financial Inc5,419$414K0.1%N/A0.045%
7/30/2024Stephens Consulting LLC5,279$403K0.1%-5.4%0.043%
7/27/2024 Sheridan Capital Management LLC57,997$4.42M3.3%-2.1%0.477%
7/26/2024 Detalus Advisors LLC5,192$396K0.1%+17.3%0.043%
7/26/2024 Cambridge Investment Research Advisors Inc.83,457$6.37M0.0%-4.0%0.687%
7/26/2024Bank of New York Mellon Corp633,287$48.33M0.0%-1.4%5.212%
7/23/2024 Kiley Juergens Wealth Management LLC82,494$6.30M1.7%+2.0%0.679%
7/23/2024 Horst & Graben Wealth Management LLC7,148$546K0.1%N/A0.059%
7/20/2024Raymond James Financial Services Advisors Inc.150,382$11.48M0.0%-0.7%1.238%
7/20/2024Brand Asset Management Group Inc.14,492$1.11M0.5%+5.4%0.119%
7/19/2024Raymond James & Associates259,362$19.80M0.0%-4.5%2.135%
7/17/2024 GenWealth Group Inc.18,713$1.43M0.4%-1.1%0.154%
625,000% Gain (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
7/16/2024 Cedar Point Capital Partners LLC9,636$735K0.5%+3.2%0.079%
7/16/2024Steele Capital Management Inc.816,670$62.33M3.5%-0.4%6.722%
7/16/2024 Wealth Enhancement Advisory Services LLC94,552$7.22M0.0%-2.0%0.778%
7/16/2024 Lauer Wealth LLC124,328$9.68M7.8%+9.2%1.023%
7/12/2024 Diversify Advisory Services LLC7,685$591K0.0%-4.9%0.063%
7/10/2024 Matrix Trust Co815,499$62.24M14.1%+0.1%6.712%
7/10/2024 CWM LLC11,760$898K0.0%+4.3%0.097%
7/9/2024 Mather Group LLC.47,070$3.62M0.0%+25.0%0.387%
7/8/2024 Dentgroup LLC38,000$2.90M2.3%-1.5%0.313%
5/24/2024Cetera Advisors LLC7,041$541K0.0%+11.8%0.058%
5/24/2024Cetera Investment Advisers61,711$4.74M0.0%+945.4%0.508%
5/22/2024 Cedar Point Capital Partners LLC9,339$718K0.5%+6.1%0.077%
5/21/2024LRI Investments LLC1,710$131K0.0%N/A0.014%
5/15/2024LRI Investments LLC1,710$130K0.0%N/A0.014%
5/8/2024 Bleakley Financial Group LLC4,040$311K0.0%-3.8%0.033%
5/8/2024Avantax Advisory Services Inc.130,781$10.05M0.1%-42.7%1.076%
5/4/2024 SPC Financial Inc.253,834$19.51M1.8%+0.7%2.089%
5/1/2024 Janney Montgomery Scott LLC60,463$4.65M0.0%-42.5%0.498%
5/1/2024 Diversify Advisory Services LLC8,079$619K0.0%N/A0.066%
4/30/2024 Madison Wealth Partners Inc37,581$2.89M1.0%+0.7%0.309%
4/29/2024Commonwealth Equity Services LLC131,431$10.10M0.0%+3.5%1.082%
4/25/2024 Cambridge Investment Research Advisors Inc.86,958$6.68M0.0%-0.3%0.716%
4/24/2024 Simplicity Wealth LLC4,040$311K0.0%N/A0.033%
4/23/2024 Global Retirement Partners LLC7,182$552K0.0%+18.1%0.059%
4/23/2024Raymond James Financial Services Advisors Inc.151,400$11.64M0.0%-7.2%1.246%
4/22/2024Raymond James & Associates271,496$20.87M0.0%-3.4%2.235%
4/19/2024 Kiley Juergens Wealth Management LLC80,882$6.22M1.9%+1.8%0.671%
4/18/2024Steele Capital Management Inc.820,266$63.05M3.6%-1.5%6.807%
4/16/2024 Wealth Enhancement Advisory Services LLC96,504$7.42M0.0%-3.1%0.801%
4/3/2024 Dentgroup LLC38,587$2.97M2.5%-3.8%0.320%
2/23/2024 Chicago Partners Investment Group LLC3,574$253K0.0%-14.9%0.030%
2/17/2024 Madison Wealth Partners Inc37,323$2.64M1.0%+1.1%0.310%
2/12/2024Steward Partners Investment Advisory LLC6,173$436K0.0%+91.8%0.051%
2/9/2024Orion Portfolio Solutions LLC8,582$608K0.0%N/A0.071%
2/9/2024 Cambridge Investment Research Advisors Inc.87,252$6.16M0.0%+1.7%0.724%
2/9/2024Corient Private Wealth LLC102,159$7.21M0.0%+0.9%0.848%
2/9/2024Wells Fargo & Company MN178,725$12.62M0.0%-4.5%1.483%
2/9/2024UBS Group AG507,423$35.83M0.0%-0.2%4.211%
2/8/2024 Janney Montgomery Scott LLC105,244$7.43M0.0%-10.8%0.873%
2/8/2024Shared Vision Wealth Group LLC8,190$578K0.4%N/A0.068%
2/7/2024Avantax Advisory Services Inc.228,333$16.13M0.2%+5.9%1.895%
2/5/2024Savant Capital LLC17,137$1.21M0.0%-5.9%0.142%
2/5/2024Steele Capital Management Inc.833,146$58.84M3.8%N/A6.914%
2/5/2024 Matrix Trust Co825,582$58.30M13.6%+0.2%6.851%
2/3/2024 Cedar Point Capital Partners LLC8,799$621K0.5%N/A0.073%
2/2/2024Truist Financial Corp35,827$2.53M0.0%-7.3%0.297%
2/1/2024Stephens Consulting LLC5,579$394K0.1%-2.8%0.046%
2/1/2024 CWM LLC11,270$796K0.0%+6.7%0.094%
1/29/2024 Lauer Wealth LLC98,862$7.00M6.3%+2.5%0.820%
1/29/2024 Ellis Investment Partners LLC15,154$1.07M0.2%-1.6%0.126%
625,000% Gain (Ad)

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here
1/26/2024 Harbor Investment Advisory LLC4,250$300K0.0%N/A0.035%
1/25/2024 Woodard & Co. Asset Management Group Inc. ADV5,899$417K0.1%+89.1%0.049%
1/24/2024 Barrett & Company Inc.92,050$6.50M3.5%+7.0%0.764%
1/24/2024 Detalus Advisors LLC4,462$315K0.1%-61.6%0.037%
1/24/2024Prime Capital Investment Advisors LLC24,127$1.70M0.0%+13.7%0.200%
1/23/2024Derbend Asset Management11,168$789K0.5%+12.7%0.093%
1/22/2024Brand Asset Management Group Inc.13,782$973K0.4%+15.6%0.114%
1/19/2024 Courage Miller Partners LLC5,138$363K0.1%-16.0%0.043%
1/18/2024 Global Retirement Partners LLC6,080$425K0.0%+16.0%0.050%
1/18/2024 Saxon Interests Inc.11,283$797K0.4%N/A0.094%
(Data available from 1/1/2016 forward)

ILCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCV shares?

During the previous two years, 97 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($69.57M), Steele Capital Management Inc. ($62.33M), Matrix Trust Co ($56.97M), Bank of New York Mellon Corp ($48.33M), UBS Group AG ($35.83M), Northwestern Mutual Wealth Management Co. ($32.14M), and Fullerton Fund Management Co Ltd. ($29.78M).Learn more on ILCV's institutional investors.

Which institutional investors have been buying iShares Morningstar Value ETF stock?

Of the 76 institutional investors that purchased iShares Morningstar Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Steele Capital Management Inc. ($833.15K), Fullerton Fund Management Co Ltd. ($448.20K), Northwestern Mutual Wealth Management Co. ($353.23K), Raymond James & Associates ($179.61K), Lauer Wealth LLC ($156.78K), Barrett & Company Inc. ($104.58K), and Janney Montgomery Scott LLC ($98.15K).

How much institutional buying is happening at iShares Morningstar Value ETF?

Institutional investors have bought a total of 2,838,582 shares in the last 24 months. This purchase volume represents approximately $190.80M in transactions.

Which iShares Morningstar Value ETF major shareholders have been selling company stock?

Of the 57 institutional investors that sold iShares Morningstar Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Equitable Holdings Inc. ($370K), Matrix Trust Co ($122.46K), Janney Montgomery Scott LLC ($117.68K), Avantax Advisory Services Inc. ($97.55K), Truist Financial Corp ($55.91K), Raymond James & Associates ($49.38K), and Bank of New York Mellon Corp ($48.30K).

How much institutional selling is happening at iShares Morningstar Value ETF?

Institutional investors have sold a total of 1,136,527 shares in the last 24 months. This volume of shares sold represents approximately $77.07M in transactions.


Related Companies

This page (NYSEARCA:ILCV) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
How Will You Survive A Post Election Retirement Heist?
The clock is ticking, and your life savings are in an extremely vulnerable position. We are a few days away...
American Hartford Gold Group | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
The Final Frontier
And a lot of powerful investors would rather this exposé never saw the light of day. I suspect they’ll attempt...
Porter & Company | Sponsored