Plante Moran Financial Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Plante Moran Financial Advisors, LLC

$927 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 10, 2020	SELL	N/A	-282 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	282 New	282 $47,000

Others Institutions Holding ILCB

# of Institutions

158

Shares Held

4.21M

Call Options Held

0

Put Options Held

0

Equitable Holdings, Inc. New York, NY

457K
Shares

$35 Million
0.39% of portfolio
Ameriprise Financial Inc Minneapolis, MN

455K
Shares

$34.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

438K
Shares

$33.6 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

213K
Shares

$16.3 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

185K
Shares

$14.2 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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