Surevest, LLC Ishares Morningstar U.S. Equit Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Surevest, LLC holds 121,659 shares of ILCB stock, worth $9.79 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
121,659
Previous 113,349 7.33%
Holding current value
$9.79 Million
Previous $5.89 Million 2.02%
% of portfolio
1.63%
Previous 1.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$49.39 - $59.48 $410,430 - $494,278
8,310 Added 7.33%
121,659 $6.01 Million
Q2 2022

Aug 15, 2022
BUY
$50.32 - $63.49 $168,622 - $212,754
3,351 Added 3.05%
113,349 $5.89 Million
Q1 2022

May 16, 2022
BUY
$57.72 - $66.76 $6.01 Million - $6.95 Million
104,046 Added 1748.08%
109,998 $6.91 Million
Q4 2021

Feb 11, 2022
BUY
$60.52 - $66.81 $360,215 - $397,653
5,952 New
5,952 $395,000

Others Institutions Holding ILCB

# of Institutions
168
Shares Held
4.25M
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
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email