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 $571,658. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,770
Previous 3,425
97.66%
Holding current value
$571,658
Previous $261,000
113.03%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding ILCV
# of Institutions
135Shares Held
8.05MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$79.5 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$66.8 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$58.6 Million3.0% of portfolio
-
Matrix Trust CO693KShares$58.5 Million10.65% of portfolio
-
Ubs Group Ag500KShares$42.2 Million0.01% of portfolio