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

Hcr Wealth Advisors

$757 Million
Q3 2024

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 $212,060. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,536

Holding current value

$212,060

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

180

Shares Held

5.62M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

509K
Shares

$42.6 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31.1 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.4 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

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