Lgt Financial Advisors LLC Ishares Morningstar Value ETF Transaction History

Lgt Financial Advisors LLC

$45.2 Billion
Q4 2024

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 1 shares of ILCV stock, worth $85. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$85

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$80.23 - $85.43 $80 - $85	1 New	1 $81,000

Others Institutions Holding ILCV

# of Institutions

155

Shares Held

8.94M

Call Options Held

117K

Put Options Held

Equitable Holdings, Inc. New York, NY

924K
Shares

$78.8 Million
0.74% of portfolio
Bank Of America Corp Charlotte, NC

759K
Shares

$64.7 Million
0.01% of portfolio
Steele Capital Management, Inc. Dubuque, IA

690K
Shares

$58.8 Million
2.91% of portfolio
Matrix Trust CO

689K
Shares

$58.7 Million
9.7% of portfolio
Ubs Group Ag

503K
Shares

$42.9 Million
0.01% of portfolio

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About ISHARES MORNINGSTAR VALUE ETF

Ticker ILCV
Sector ETFs
Industry ETFs

More about ILCV

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Lgt Financial Advisors LLC Ishares Morningstar Value ETF Transaction History