Core Wealth Advisors, Inc. Ishares Morningstar U.S. Equit Transaction History

Core Wealth Advisors, Inc.

$293 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	N/A	-308 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	N/A	231 Added 300.0%	308 $19,000
Q3 2020 Nov 12, 2020	BUY	N/A	77 New	77 $15,000

Others Institutions Holding ILCB

# of Institutions

157

Shares Held

4.21M

Call Options Held

0

Put Options Held

0

Equitable Holdings, Inc. New York, NY

457K
Shares

$34.6 Million
0.39% of portfolio
Ameriprise Financial Inc Minneapolis, MN

455K
Shares

$34.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

438K
Shares

$33.2 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

213K
Shares

$16.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

185K
Shares

$14 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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