Tyler Stone Wealth Management Ishares Morningstar Value ETF Transaction History

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 6,770 shares of ILCV stock, worth $566,649. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,770
Previous 3,425 97.66%
Holding current value
$566,649
Previous $261,000 113.03%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$75.47 - $82.2 $252,447 - $274,959
3,345 Added 97.66%
6,770 $556,000
Q1 2024

May 15, 2024
SELL
$69.61 - $76.86 $10,232 - $11,298
-147 Reduced 4.12%
3,425 $263,000
Q4 2023

Feb 14, 2024
SELL
$61.65 - $70.82 $8,569 - $9,843
-139 Reduced 3.75%
3,572 $252,000
Q2 2023

Aug 14, 2023
SELL
$62.78 - $66.52 $4,017 - $4,257
-64 Reduced 1.7%
3,711 $247,000
Q2 2022

Aug 11, 2022
SELL
$58.45 - $69.44 $2,513 - $2,985
-43 Reduced 1.13%
3,775 $228,000
Q4 2021

Feb 22, 2022
BUY
$64.05 - $69.73 $244,542 - $266,229
3,818 New
3,818 $266,000

Others Institutions Holding ILCV

# of Institutions
133
Shares Held
8.18M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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