Hcr Wealth Advisors Ishares Morningstar U.S. Equit Transaction History

Hcr Wealth Advisors

$835 Million
Q2 2025

A detailed history of Hcr Wealth Advisors transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,536 shares of ILCB stock, worth $224,004. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,536

Holding current value

$224,004

% of portfolio

0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$68.63 - $85.78 $174,045 - $217,538	2,536 New	2,536 $217,000
Q3 2024 Oct 10, 2024	BUY	$71.38 - $79.23 $181,019 - $200,927	2,536 New	2,536 $200,000

Others Institutions Holding ILCB

# of Institutions

191

Shares Held

5.21M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

518K
Shares

$45.8 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

477K
Shares

$42.2 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$33.9 Million
0.3% of portfolio
Exchange Traded Concepts, LLC

273K
Shares

$24.1 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

254K
Shares

$22.5 Million
0.05% of portfolio

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account