Theory Financial LLC Ishares Morningstar Value ETF Transaction History
Theory Financial LLC
- $228 Million
- Q1 2025
A detailed history of Theory Financial LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Theory Financial LLC holds 4,831 shares of ILCV stock, worth $381,020. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,831Holding current value
$381,020% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
173Shares Held
9.07MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$72.9 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC759KShares$59.8 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA691KShares$54.5 Million2.93% of portfolio
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Matrix Trust CO690KShares$54.4 Million9.47% of portfolio
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Ubs Group Ag503KShares$39.7 Million0.01% of portfolio