Iht Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,648 shares of ILCB stock, worth $579,871. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,648
Previous 7,704 0.73%
Holding current value
$579,871
Previous $506,000 9.49%
% of portfolio
0.02%
Previous 0.02%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$64.54 - $72.47 $3,614 - $4,058
-56 Reduced 0.73%
7,648 $554,000
Q4 2023

Feb 14, 2024
SELL
$56.59 - $65.96 $735 - $857
-13 Reduced 0.17%
7,704 $506,000
Q2 2023

Aug 14, 2023
SELL
$55.57 - $61.08 $59,682 - $65,599
-1,074 Reduced 12.22%
7,717 $471,000
Q1 2023

May 15, 2023
SELL
$52.17 - $57.5 $97,297 - $107,237
-1,865 Reduced 17.5%
8,791 $495,000
Q4 2022

Feb 14, 2023
SELL
$51.16 - $56.14 $108,408 - $118,960
-2,119 Reduced 16.59%
10,656 $560,000
Q3 2022

Nov 22, 2022
BUY
N/A
1,018 Added 8.66%
12,775 $631,000
Q2 2022

Aug 15, 2022
BUY
N/A
10 Added 0.09%
11,757 $611,000
Q1 2022

May 16, 2022
SELL
N/A
-1,529 Reduced 11.52%
11,747 $738,000
Q4 2021

Feb 14, 2022
BUY
N/A
69 Added 0.52%
13,276 $882,000
Q3 2021

Nov 15, 2021
SELL
N/A
-330 Reduced 2.44%
13,207 $802,000
Q2 2021

Aug 16, 2021
BUY
N/A
9,959 Added 278.34%
13,537 $822,000
Q1 2021

May 18, 2021
BUY
N/A
27 Added 0.76%
3,578 $802,000
Q4 2020

Feb 17, 2021
SELL
N/A
-232 Reduced 6.13%
3,551 $770,000
Q3 2020

Nov 19, 2020
BUY
N/A
200 Added 5.58%
3,783 $738,000
Q2 2020

Aug 14, 2020
SELL
N/A
-937 Reduced 20.73%
3,583 $625,000
Q1 2020

May 13, 2020
BUY
N/A
105 Added 2.38%
4,520 $662,000
Q4 2019

Feb 18, 2020
SELL
N/A
-8 Reduced 0.18%
4,415 $815,000
Q3 2019

Nov 15, 2019
BUY
N/A
759 Added 20.72%
4,423 $743,000
Q2 2019

Aug 12, 2019
SELL
N/A
-187 Reduced 4.86%
3,664 $605,000
Q1 2019

May 16, 2019
BUY
N/A
422 Added 12.31%
3,851 $616,000
Q4 2018

Feb 15, 2019
SELL
N/A
-914 Reduced 21.05%
3,429 $489,000
Q3 2018

Nov 14, 2018
SELL
N/A
-9 Reduced 0.21%
4,343 $731,000
Q2 2018

Aug 13, 2018
SELL
N/A
-823 Reduced 15.9%
4,352 $670,000
Q1 2018

May 15, 2018
BUY
N/A
115 Added 2.27%
5,175 $778,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,691 Added 50.19%
5,060 $821,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,369
3,369 $511,000

Others Institutions Holding ILCB

# of Institutions
157
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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