Integrated Wealth Concepts LLC Ishares Morningstar U.S. Equit Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 20, 2020	SELL	$40.83 - $46.21 $54,712 - $61,921	-1,340 Closed	0 $0
Q3 2019 Nov 15, 2019	BUY	$41.69 - $42.7 $55,864 - $57,218	1,340 New	1,340 $225,000

Others Institutions Holding ILCB

# of Institutions

178

Shares Held

5.61M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$41.3 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$35.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$33.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$30.2 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$29.5 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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