D.A. Davidson & Co. Ishares Morningstar U.S. Equit Transaction History

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-1,986 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	340 Added 20.66%	1,986 $316,000
Q3 2017 Nov 08, 2017	BUY	N/A	400 Added 32.1%	1,646 $248,000
Q2 2017 Aug 11, 2017	BUY	N/A	1,246	1,246 $0

Others Institutions Holding ILCB

# of Institutions

193

Shares Held

5.55M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

526K
Shares

$49 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

494K
Shares

$46 Million
0.01% of portfolio
Exchange Traded Concepts, LLC

471K
Shares

$43.9 Million
0.42% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$35.8 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

269K
Shares

$25.1 Million
0.04% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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