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

Procyon Advisors, LLC

$1.61 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$31.37 - $48.49 $238,506 - $368,669	-7,603 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$40.83 - $46.21 $310,430 - $351,334	7,603 New	7,603 $1.4 Million

Others Institutions Holding ILCB

# of Institutions

187

Shares Held

5.31M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

518K
Shares

$39.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

477K
Shares

$36.1 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$29.1 Million
0.3% of portfolio
Jones Financial Companies Lllp

307K
Shares

$23.3 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

254K
Shares

$19.2 Million
0.05% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Procyon Advisors, LLC with notifications on news.