Bridgeworth, LLC Ishares Morningstar Value ETF Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
188Shares Held
9.53MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$72.1 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC792KShares$64.9 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA691KShares$56.6 Million2.93% of portfolio
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Matrix Trust CO690KShares$56.5 Million9.47% of portfolio
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Lpl Financial LLC Fort Mill, SC527KShares$43.2 Million0.02% of portfolio