Lloyd Advisory Services, Llc. Ishares Morningstar U.S. Equit Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Jun 03, 2020	SELL	$31.37 - $48.49 $59,069 - $91,306	-1,883 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$40.83 - $46.21 $76,882 - $87,013	1,883 New	1,883 $347,000

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

$42.6 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31.1 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.4 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 Lloyd Advisory Services, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Lloyd Advisory Services, Llc. with notifications on news.