Modern Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Modern Wealth Management, LLC holds 30,777 shares of ILCB stock, worth $2.81 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
30,777Holding current value
$2.81 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
5.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY526KShares$48 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN494KShares$45.1 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY384KShares$35.1 Million0.29% of portfolio
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Exchange Traded Concepts, LLC273KShares$24.9 Million0.31% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ269KShares$24.6 Million0.04% of portfolio