Sawtooth Solutions, LLC Ishares Morningstar U.S. Equit Transaction History

Sawtooth Solutions, LLC

$3.64 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$31.37 - $48.49 $663,444 - $1.03 Million	-21,149 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$40.83 - $46.21 $863,513 - $977,295	21,149 New	21,149 $3.9 Million

Others Institutions Holding ILCB

# of Institutions

180

Shares Held

5.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$42.6 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31.1 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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