Benchmark Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 64,536 shares of ILCB stock, worth $5.63 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
64,536
Previous 64,492
0.07%
Holding current value
$5.63 Million
Previous $4.96 Million
11.71%
% of portfolio
2.48%
Previous 2.41%
Shares
23 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
5.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY518KShares$45.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN477KShares$41.6 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY384KShares$33.5 Million0.3% of portfolio
-
Exchange Traded Concepts, LLC273KShares$23.8 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$22.2 Million0.05% of portfolio