Ifg Advisory, LLC Ishares Morningstar U.S. Equit Transaction History

Ifg Advisory, LLC

$1.53 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 19, 2021	SELL	$53.07 - $56.13 $64,108 - $67,805	-1,208 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$46.96 - $54.2 $193,944 - $223,846	-4,130 Reduced 77.37%	1,208 $261,000
Q3 2020 Nov 02, 2020	SELL	$43.89 - $51.72 $2,457 - $2,896	-56 Reduced 1.04%	5,338 $1.04 Million
Q2 2020 Aug 10, 2020	BUY	$35.01 - $45.88 $35 - $45	1 Added 0.02%	5,394 $941,000
Q1 2020 May 11, 2020	BUY	$31.37 - $48.49 $3,011 - $4,655	96 Added 1.81%	5,393 $790,000
Q4 2019 Feb 07, 2020	SELL	$40.83 - $46.21 $979 - $1,109	-24 Reduced 0.45%	5,297 $977,000
Q3 2019 Nov 06, 2019	BUY	$41.69 - $42.7 $221,832 - $227,206	5,321 New	5,321 $893,000

Others Institutions Holding ILCB

# of Institutions

168

Shares Held

4.25M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

473K
Shares

$38.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

450K
Shares

$36.2 Million
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

425K
Shares

$34.2 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

192K
Shares

$15.5 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$14.6 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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