Portland Financial Advisors Inc Ishares Morningstar U.S. Equit Transaction History

Portland Financial Advisors Inc

  • $46.9 Billion
  • Q3 2025

A detailed history of Portland Financial Advisors Inc transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Portland Financial Advisors Inc holds 3,974 shares of ILCB stock, worth $366,363. This represents 0.78% of its overall portfolio holdings.

Number of Shares
3,974
Previous 3,974 -0.0%
Holding current value
$366,363
Previous $341 Million 7.74%
% of portfolio
0.78%
Previous 0.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$76.17 - $85.05 $31,458 - $35,125
-413 Reduced 9.41%
3,974 $307 Million
Q4 2024

Feb 04, 2025
BUY
$78.43 - $84.56 $344,072 - $370,964
4,387 New
4,387 $356 Million

Others Institutions Holding ILCB

# of Institutions
192
Shares Held
5.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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