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

Lloyd Advisory Services, Llc.

$110 Million
Q1 2025

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

187

Shares Held

5.01M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

518K
Shares

$44.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

477K
Shares

$40.7 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$32.8 Million
0.3% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

254K
Shares

$21.7 Million
0.05% of portfolio
Ci Private Wealth, LLC Miami, FL

192K
Shares

$16.4 Million
0.02% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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