A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 10,686 shares of ILCB stock, worth $890,464. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,686
Previous 10,686 -0.0%
Holding current value
$890,464
Previous $843,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$71.38 - $79.23 $658,766 - $731,213
-9,229 Reduced 46.34%
10,686 $843,000
Q2 2024

Aug 13, 2024

BUY
$68.51 - $75.47 $301,923 - $332,596
4,407 Added 28.42%
19,915 $1.5 Million
Q1 2024

May 15, 2024

BUY
$64.54 - $72.47 $15,166 - $17,030
235 Added 1.54%
15,508 $1.12 Million
Q4 2023

Feb 14, 2024

BUY
$56.59 - $65.96 $864,299 - $1.01 Million
15,273 New
15,273 $1 Million
Q2 2023

Aug 09, 2023

BUY
$55.57 - $61.08 $443,893 - $487,907
7,988 New
7,988 $488,000

Others Institutions Holding ILCB

About ISHARES MORNINGSTAR U.S. EQUIT


  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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