Jnba Financial Advisors Ishares Morningstar U.S. Equit Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 01, 2020	SELL	$31.37 - $48.49 $846 - $1,309	-27 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$40.83 - $46.21 $3,388 - $3,835	-83 Reduced 75.45%	27 $5,000
Q2 2019 Jul 26, 2019	BUY	N/A	110 New	110 $18,000

Others Institutions Holding ILCB

# of Institutions

180

Shares Held

5.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$41.4 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

$33.6 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$30.3 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$29.6 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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