A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 28,007 shares of ILCB stock, worth $2.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
28,007
Previous 27,322 2.51%
Holding current value
$2.21 Million
Previous $1.98 Million 6.31%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$68.51 - $75.47 $46,929 - $51,696
685 Added 2.51%
28,007 $2.11 Million
Q1 2024

May 13, 2024

BUY
$64.54 - $72.47 $213,240 - $239,440
3,304 Added 13.76%
27,322 $1.98 Million
Q4 2023

Feb 02, 2024

BUY
$56.59 - $65.96 $5,036 - $5,870
89 Added 0.37%
24,018 $1.58 Million
Q3 2023

Nov 08, 2023

BUY
$58.68 - $63.17 $29,222 - $31,458
498 Added 2.13%
23,929 $1.41 Million
Q2 2023

Aug 03, 2023

BUY
$55.57 - $61.08 $44,067 - $48,436
793 Added 3.5%
23,431 $1.43 Million
Q1 2023

Aug 22, 2023

SELL
$52.17 - $57.5 $58,952 - $64,975
-1,130 Reduced 4.82%
22,301 $1.26 Million
Q1 2023

Jun 14, 2023

BUY
$52.17 - $57.5 $17,581 - $19,377
337 Added 1.51%
22,638 $1.28 Million
Q1 2023

May 10, 2023

SELL
$52.17 - $57.5 $17,581 - $19,377
-337 Reduced 1.49%
22,301 $1.26 Million
Q4 2022

Aug 30, 2023

SELL
$49.24 - $56.14 $39,047 - $44,519
-793 Reduced 3.38%
22,638 $1.19 Million
Q4 2022

Feb 13, 2023

BUY
$49.24 - $56.14 $46,236 - $52,715
939 Added 4.33%
22,638 $1.19 Million
Q3 2022

Nov 14, 2022

BUY
$49.39 - $59.48 $88,704 - $106,826
1,796 Added 9.02%
21,699 $1.07 Million
Q2 2022

Aug 15, 2022

SELL
$50.32 - $63.49 $200,474 - $252,944
-3,984 Reduced 16.68%
19,903 $1.03 Million
Q1 2022

May 16, 2022

BUY
$57.72 - $66.76 $1.38 Million - $1.59 Million
23,887 New
23,887 $1.5 Million

Others Institutions Holding ILCB

About ISHARES MORNINGSTAR U.S. EQUIT


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