Clearwater Capital Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Clearwater Capital Advisors, LLC

$896 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 17, 2018	SELL	N/A	-1,536 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	16 Added 1.05%	1,536 $235,000
Q2 2017 Aug 11, 2017	BUY	N/A	1,520	1,520 $223,000

Others Institutions Holding ILCB

# of Institutions

166

Shares Held

4.25M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

473K
Shares

$37.2 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

450K
Shares

$35.4 Million
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

425K
Shares

$33.3 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

192K
Shares

$15.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$14.3 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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