Mutual Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Mutual Advisors, LLC holds 2,940 shares of ILCB stock, worth $245,931. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,940

Previous 2,940 -0.0%

Holding current value

$245,931

Previous $232,000 2.59%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$64.54 - $72.47 $189,747 - $213,061	2,940 New	2,940 $213,000
Q1 2021 May 13, 2021	SELL	$53.07 - $56.13 $147,322 - $155,816	-2,776 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$46.96 - $54.2 $9,016 - $10,406	-192 Reduced 6.47%	2,776 $602,000
Q3 2020 Nov 13, 2020	BUY	$43.89 - $51.72 $833 - $982	19 Added 0.64%	2,968 $579,000
Q2 2020 Aug 05, 2020	SELL	$35.01 - $45.88 $230,400 - $301,936	-6,581 Reduced 69.06%	2,949 $515,000
Q1 2020 May 13, 2020	BUY	$31.37 - $48.49 $256,324 - $396,211	8,171 Added 601.25%	9,530 $1.4 Million
Q4 2019 Feb 11, 2020	BUY	$40.83 - $46.21 $2,572 - $2,911	63 Added 4.86%	1,359 $251,000
Q3 2019 Nov 01, 2019	BUY	$41.69 - $42.7 $54,030 - $55,339	1,296 New	1,296 $218,000

Others Institutions Holding ILCB

# of Institutions

181

Shares Held

5.57M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Mutual Advisors, LLC Ishares Morningstar U.S. Equit Transaction History