Lake Street Financial LLC Ishares Morningstar U.S. Equit Transaction History

Lake Street Financial LLC

$608 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 16, 2021	SELL	$53.07 - $56.13 $51,743 - $54,726	-975 Closed	0 $0
Q4 2020 Jan 19, 2021	BUY	$46.96 - $54.2 $45,786 - $52,845	975 New	975 $211,000

Others Institutions Holding ILCB

# of Institutions

192

Shares Held

7.01M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$107 Million
0.04% of portfolio
Advisor Shares Investments LLC Bethesda, MD

506K
Shares

$43 Million
8.19% of portfolio
Morgan Stanley New York, NY

499K
Shares

$42.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

494K
Shares

$42 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

406K
Shares

$34.5 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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