Intelligence Driven Advisers, LLC Ishares Morningstar U.S. Equit Transaction History

Intelligence Driven Advisers, LLC

$706 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 09, 2020	SELL	$43.89 - $51.72 $553,365 - $652,085	-12,608 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$35.01 - $45.88 $66,589 - $87,263	-1,902 Reduced 13.11%	12,608 $2.2 Million
Q1 2020 Sep 04, 2020	SELL	$31.37 - $48.49 $294,250 - $454,836	-9,380 Reduced 39.26%	14,510 $2.13 Million
Q4 2019 Sep 04, 2020	SELL	$40.83 - $46.21 $191,533 - $216,771	-4,691 Reduced 16.41%	23,890 $4.41 Million
Q3 2019 Sep 04, 2020	SELL	$41.69 - $42.7 $266,023 - $272,468	-6,381 Reduced 18.25%	28,581 $4.8 Million
Q2 2019 Sep 04, 2020	SELL	N/A	-6,691 Reduced 16.06%	34,962 $5.77 Million
Q1 2019 Sep 04, 2020	BUY	N/A	4,791 Added 13.0%	41,653 $6.67 Million
Q4 2018 Sep 04, 2020	BUY	N/A	36,862 New	36,862 $5.25 Million

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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