Avalon Trust CO Ishares Morningstar U.S. Equit Transaction History

Avalon Trust CO

$1.26 Trillion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$78.43 - $84.56 $101,488 - $109,420	-1,294 Reduced 76.39%	400 $32.5 Million
Q2 2023 Aug 09, 2023	BUY	$55.57 - $61.08 $94,135 - $103,469	1,694 New	1,694 $103 Million

Others Institutions Holding ILCB

# of Institutions

187

Shares Held

5.01M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

518K
Shares

$42.7 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

477K
Shares

$39.3 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$31.7 Million
0.3% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

254K
Shares

$21 Million
0.05% of portfolio
Ci Private Wealth, LLC Miami, FL

192K
Shares

$15.9 Million
0.02% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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