Caliber Wealth Management, LLC / Ks Ishares Morningstar Value ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 16,479 shares of ILCV stock, worth $1.3 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,479Holding current value
$1.3 Million% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
181Shares Held
9.35MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$72.9 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC759KShares$59.8 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA691KShares$54.5 Million2.93% of portfolio
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Matrix Trust CO690KShares$54.4 Million9.47% of portfolio
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Lpl Financial LLC Fort Mill, SC527KShares$41.6 Million0.02% of portfolio