Morningstar Investment Services LLC ISHARES TR Transaction History

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 12, 2021
SELL
N/A
-8,759 Closed
0 $0
Q2 2021

Aug 12, 2021
SELL
N/A
-92,268 Reduced 91.33%
8,759 $337,000
Q1 2021

May 11, 2021
BUY
N/A
101,027 New
101,027 $3.68 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-212,515 Closed
0 $0
Q3 2019

Nov 12, 2019
SELL
N/A
-14,084 Reduced 6.22%
212,515 $8.18 Million
Q2 2019

Aug 13, 2019
BUY
N/A
210,140 Added 1276.75%
226,599 $8.62 Million
Q1 2019

May 13, 2019
SELL
N/A
-18,177 Reduced 52.48%
16,459 $639,000
Q4 2018

Feb 14, 2019
SELL
N/A
-148,206 Reduced 81.06%
34,636 $1.19 Million
Q3 2018

Nov 08, 2018
BUY
N/A
60,441 Added 49.38%
182,842 $6.76 Million
Q2 2018

Aug 03, 2018
BUY
N/A
65,993 Added 116.99%
122,401 $4.65 Million
Q1 2018

May 10, 2018
BUY
N/A
3,226 Added 6.07%
56,408 $2.2 Million
Q4 2017

Feb 08, 2018
BUY
N/A
29,634 Added 125.85%
53,182 $2.1 Million
Q3 2017

Nov 09, 2017
BUY
N/A
23,548
23,548 $897,000
Track This Portfolio

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email