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

Focused Wealth Management, Inc

$746 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 03, 2021	SELL	$46.96 - $54.2 $1,878 - $2,168	-40 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	40	40 $6,000

Others Institutions Holding ILCB

# of Institutions

180

Shares Held

5.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$41.4 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$35.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$33.6 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$30.3 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$29.6 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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