Rodgers & Associates, LTD Ishares Morningstar Value ETF Transaction History
Rodgers & Associates, LTD
- $775 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
132Shares Held
8.29MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY971KShares$79.8 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$72.2 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA817KShares$67.1 Million3.48% of portfolio
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Matrix Trust CO815KShares$67 Million14.05% of portfolio
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Ubs Group Ag502KShares$41.3 Million0.01% of portfolio