Financial Perspectives, Inc Ishares Morningstar U.S. Equit Transaction History

Financial Perspectives, Inc

  • $271 Billion
  • Q2 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Financial Perspectives, Inc holds 269 shares of ILCB stock, worth $21,288. This represents 0.01% of its overall portfolio holdings.

Number of Shares
269
Previous 268 0.37%
Holding current value
$21,288
Previous $19.5 Million 4.01%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$68.51 - $75.47 $68 - $75
1 Added 0.37%
269 $20.2 Million
Q4 2023

Feb 01, 2024
BUY
$56.59 - $65.96 $169 - $197
3 Added 1.13%
268 $17.6 Million
Q1 2023

Jan 09, 2024
BUY
$52.17 - $57.5 $52 - $57
1 Added 0.38%
265 $14.9 Million
Q4 2022

Jan 09, 2024
BUY
$49.24 - $56.14 $98 - $112
2 Added 0.76%
264 $13.9 Million
Q3 2022

Jan 09, 2024
BUY
$49.39 - $59.48 $49 - $59
1 Added 0.38%
262 $13 Million
Q2 2022

Jan 09, 2024
BUY
$50.32 - $63.49 $50 - $63
1 Added 0.38%
261 $13.6 Million
Q1 2022

Jan 09, 2024
BUY
$57.72 - $66.76 $57 - $66
1 Added 0.39%
260 $16.4 Million
Q4 2021

Jan 09, 2024
BUY
$60.52 - $66.81 $60 - $66
1 Added 0.39%
259 $17.2 Million
Q3 2021

Jan 09, 2024
BUY
$60.03 - $64.12 $60 - $64
1 Added 0.39%
258 $15.7 Million
Q2 2021

Jan 09, 2024
SELL
$56.68 - $60.74 $801,681 - $859,106
-14,144 Reduced 98.22%
257 $15.6 Million
Q1 2021

Jan 09, 2024
BUY
$53.07 - $56.13 $760,864 - $804,735
14,337 Added 22401.56%
14,401 $64,000
Q2 2020

Jan 09, 2024
BUY
$35.01 - $45.88 $35 - $45
1 Added 1.59%
64 $11.1 Million
Q4 2019

Jan 09, 2024
BUY
$40.83 - $46.21 $2,572 - $2,911
63 New
63 $11.6 Million

Others Institutions Holding ILCB

# of Institutions
166
Shares Held
4.25M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email