Tci Wealth Advisors, Inc. Ishares Morningstar U.S. Equit Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 14, 2020	SELL	$31.37 - $48.49 $564 - $872	-18 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	18 New	18 $3,000

Others Institutions Holding ILCB

# of Institutions

193

Shares Held

5.55M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

526K
Shares

$49 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

494K
Shares

$46 Million
0.01% of portfolio
Exchange Traded Concepts, LLC

471K
Shares

$43.9 Million
0.42% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$35.8 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

269K
Shares

$25.1 Million
0.04% 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 Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.