Allworth Financial LP Ishares Morningstar U.S. Equit Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 24, 2020	SELL	$35.01 - $45.88 $5,636 - $7,386	-161 Closed	0 $0
Q1 2019 May 07, 2019	BUY	N/A	161 New	161 $26,000

Others Institutions Holding ILCB

# of Institutions

191

Shares Held

5.27M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

518K
Shares

$45.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

477K
Shares

$41.6 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$33.5 Million
0.3% of portfolio
Exchange Traded Concepts, LLC

273K
Shares

$23.8 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

254K
Shares

$22.2 Million
0.05% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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