Trinity Wealth Management, LLC Ishares Morningstar Growth ETF Transaction History

Trinity Wealth Management, LLC

$255 Million
Q3 2025

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 63,666 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

63,666

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 07, 2025	BUY	N/A	63,666 New	63,666 $0
Q2 2024 Jul 15, 2024	BUY	N/A	14,889 New	14,889 $0

Others Institutions Holding ILCG

# of Institutions

351

Shares Held

18.7M

Call Options Held

Put Options Held

Equitable Holdings, Inc. New York, NY

2.34M
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

1.37M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.29M
Shares

$0
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

677K
Shares

$0
0.0% of portfolio
Financial Advisory Service, Inc.

600K
Shares

$0
0.0% of portfolio

View Full List

About ISHARES MORNINGSTAR GROWTH ETF

Ticker ILCG

More about ILCG

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Trinity Wealth Management, LLC Ishares Morningstar Growth ETF Transaction History