A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 9,529 shares of ILCV stock, worth $797,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,529
Previous 8,952 6.45%
Holding current value
$797,577
Previous $688,000 5.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 22, 2024

BUY
$73.1 - $77.24 $42,178 - $44,567
577 Added 6.45%
9,529 $727,000
Q1 2024

May 13, 2024

BUY
$69.61 - $76.86 $244,191 - $269,624
3,508 Added 64.44%
8,952 $688,000
Q4 2023

Feb 02, 2024

SELL
$61.65 - $70.82 $4,253 - $4,886
-69 Reduced 1.25%
5,444 $384,000
Q3 2023

Nov 08, 2023

BUY
$64.75 - $69.1 $70,189 - $74,904
1,084 Added 24.48%
5,513 $357,000
Q2 2023

Aug 03, 2023

BUY
$62.78 - $66.52 $278,052 - $294,617
4,429 New
4,429 $294,000

Others Institutions Holding ILCV

About ISHARES MORNINGSTAR VALUE ETF


  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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