Bridgeworth, LLC Ishares Morningstar U.S. Equit Transaction History

Bridgeworth, LLC

$1.01 Billion
Q4 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-496 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	496 New	496 $76,000
Q4 2017 Feb 08, 2018	SELL	N/A	-1,464 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	1,464	1,464 $224,000

Others Institutions Holding ILCB

# of Institutions

180

Shares Held

5.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$42.6 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31.1 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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