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 $218,298. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,536

Holding current value

$218,298

% 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

189

Shares Held

5.27M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

518K
Shares

$44.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

477K
Shares

$41.1 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$33.1 Million
0.3% of portfolio
Exchange Traded Concepts, LLC

273K
Shares

$23.5 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

254K
Shares

$21.9 Million
0.05% of portfolio

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

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