Ipsen Advisor Group LLC Ishares Morningstar U.S. Equit Transaction History

Ipsen Advisor Group LLC

$86.8 Billion
Q4 2022

A detailed history of Ipsen Advisor Group LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 4,959 shares of ILCB stock, worth $405,794. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,959

Holding current value

$405,794

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$49.24 - $56.14 $244,181 - $278,398	4,959 New	4,959 $261 Million

Others Institutions Holding ILCB

# of Institutions

173

Shares Held

4.66M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

473K
Shares

$38.7 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

450K
Shares

$36.8 Million
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

425K
Shares

$34.7 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

187K
Shares

$15.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$14.9 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

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Ipsen Advisor Group LLC Ishares Morningstar U.S. Equit Transaction History