Vantage Financial Partners, LLC Ishares Morningstar U.S. Equit Transaction History

Vantage Financial Partners, LLC

$357 Million
Q4 2024

A detailed history of Vantage Financial Partners, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 7,858 shares of ILCB stock, worth $667,301. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,858

Previous 6,821 15.2%

Holding current value

$667,301

Previous $540,000 17.96%

% of portfolio

0.18%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$78.43 - $84.56 $81,331 - $87,688	1,037 Added 15.2%	7,858 $637,000
Q3 2024 Nov 08, 2024	BUY	$71.38 - $79.23 $261,250 - $289,981	3,660 Added 115.79%	6,821 $540,000
Q2 2024 Aug 07, 2024	SELL	$68.51 - $75.47 $361,801 - $398,557	-5,281 Reduced 62.56%	3,161 $237,000
Q1 2024 May 02, 2024	SELL	$64.54 - $72.47 $104,232 - $117,039	-1,615 Reduced 16.06%	8,442 $611,000
Q4 2023 Feb 05, 2024	BUY	$56.59 - $65.96 $231,679 - $270,040	4,094 Added 68.66%	10,057 $661,000
Q3 2023 Nov 02, 2023	SELL	$58.68 - $63.17 $246,749 - $265,629	-4,205 Reduced 41.36%	5,963 $351,000
Q2 2023 Aug 08, 2023	SELL	$55.57 - $61.08 $1.38 Million - $1.52 Million	-24,862 Reduced 70.97%	10,168 $621,000
Q1 2023 May 08, 2023	BUY	$52.17 - $57.5 $1.83 Million - $2.01 Million	35,030 New	35,030 $1.98 Million

Others Institutions Holding ILCB

# of Institutions

192

Shares Held

7.01M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Vantage Financial Partners, LLC Ishares Morningstar U.S. Equit Transaction History