Horst & Graben Wealth Management LLC Ishares Morningstar Value ETF Transaction History
Horst & Graben Wealth Management LLC
- $536 Million
- Q3 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 7,291 shares of ILCV stock, worth $615,652. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,291
Previous 7,148
2.0%
Holding current value
$615,652
Previous $545,000
9.91%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
135Shares Held
8.05MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$79.5 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$66.8 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$58.6 Million3.0% of portfolio
-
Matrix Trust CO693KShares$58.5 Million10.65% of portfolio
-
Ubs Group Ag500KShares$42.2 Million0.01% of portfolio