Hb Wealth Management, LLC Ishares Morningstar Value ETF Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,794 shares of ILCV stock, worth $996,475. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,794
Previous 11,944 1.26%
Holding current value
$996,475
Previous $981,000 2.65%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$80.23 - $85.43 $12,034 - $12,814
-150 Reduced 1.26%
11,794 $955,000
Q3 2024

Oct 15, 2024
SELL
$75.47 - $82.2 $18,867 - $20,550
-250 Reduced 2.05%
11,944 $981,000
Q4 2021

Feb 15, 2022
BUY
$64.05 - $69.73 $781,025 - $850,287
12,194 New
12,194 $849,000

Others Institutions Holding ILCV

# of Institutions
155
Shares Held
8.94M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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