Ipsen Advisor Group LLC Ishares Morningstar U.S. Equit Transaction History

Ipsen Advisor Group LLC

$86.8 Billion
Q4 2022

A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 4,959 shares of ILCB stock, worth $413,878. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,959

Holding current value

$413,878

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$49.24 - $56.14 $244,181 - $278,398	4,959 New	4,959 $261 Million

Others Institutions Holding ILCB

# of Institutions

179

Shares Held

5.62M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

509K
Shares

$42.5 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.4 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ipsen Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ipsen Advisor Group LLC with notifications on news.

Account

Ipsen Advisor Group LLC Ishares Morningstar U.S. Equit Transaction History