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

Lake Street Financial LLC

$751 Million
Q2 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

166

Shares Held

4.25M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

473K
Shares

$37.2 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

450K
Shares

$35.4 Million
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

425K
Shares

$33.3 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

192K
Shares

$15.1 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

182K
Shares

$14.3 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.