Elmwood Wealth Management, Inc. Ishares Morningstar U.S. Equit Transaction History

Elmwood Wealth Management, Inc.

$219 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	N/A	-1,936 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	N/A	1,452 Added 300.0%	1,936 $118,000
Q1 2021 May 13, 2021	BUY	N/A	484 New	484 $0

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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