Tandem Financial, LLC Ishares Morningstar Value ETF Transaction History
Tandem Financial, LLC
- $269 Billion
- Q3 2025
A detailed history of Tandem Financial, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Tandem Financial, LLC holds 65,638 shares of ILCV stock, worth $6.03 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
65,638Holding current value
$6.03 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
189Shares Held
9.45MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$83.1 Million0.66% of portfolio
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Bank Of America Corp Charlotte, NC812KShares$74.6 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA663KShares$60.9 Million2.65% of portfolio
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Matrix Trust CO661KShares$60.7 Million9.32% of portfolio
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Ubs Group Ag497KShares$45.6 Million0.01% of portfolio