Tsa Wealth Managment LLC Ishares Morningstar Value ETF Transaction History
Tsa Wealth Managment LLC
- $274 Billion
- Q2 2025
A detailed history of Tsa Wealth Managment LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 2,472 shares of ILCV stock, worth $223,790. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,472
Previous 6,653
62.84%
Holding current value
$223,790
Previous $542 Million
61.96%
% of portfolio
0.08%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
186Shares Held
9.45MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$81.9 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC812KShares$73.5 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA703KShares$63.6 Million2.81% of portfolio
-
Matrix Trust CO700KShares$63.4 Million9.3% of portfolio
-
Ubs Group Ag497KShares$45 Million0.01% of portfolio