Advisor Net Financial, Inc Ishares Morningstar U.S. Equit Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 07, 2022	SELL	$50.32 - $63.49 $7,648 - $9,650	-152 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$60.03 - $64.12 $9,124 - $9,746	152 New	152 $9,000

Others Institutions Holding ILCB

# of Institutions

178

Shares Held

5.61M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$41.3 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$35.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$33.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$30.2 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$29.5 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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