A detailed history of Lutz Financial Services LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,356 shares of ILCB stock, worth $274,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,356
Previous 3,356 -0.0%
Holding current value
$274,621
Previous $252,000 5.16%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$56.59 - $65.96 $189,916 - $221,361
3,356 New
3,356 $220,000
Q2 2023

Aug 07, 2023

BUY
$55.57 - $61.08 $186,492 - $204,984
3,356 New
3,356 $204,000
Q2 2022

Jul 20, 2022

SELL
$50.32 - $63.49 $168,370 - $212,437
-3,346 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$57.72 - $66.76 $577 - $667
10 Added 0.3%
3,346 $210,000
Q4 2021

Jan 19, 2022

BUY
$60.52 - $66.81 $726 - $801
12 Added 0.36%
3,336 $222,000
Q3 2021

Oct 27, 2021

BUY
$60.03 - $64.12 $720 - $769
12 Added 0.36%
3,324 $202,000
Q2 2021

Jul 26, 2021

BUY
$56.68 - $60.74 $187,724 - $201,170
3,312 New
3,312 $201,000

Others Institutions Holding ILCB

About ISHARES MORNINGSTAR U.S. EQUIT


  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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