Voya Financial Advisors, Inc. Ishares Morningstar U.S. Equit Transaction History

Voya Financial Advisors, Inc.

$923 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	$43.89 - $51.72 $187,234 - $220,637	-4,266 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$31.37 - $48.49 $9,881 - $15,274	-315 Reduced 6.88%	4,266 $634,000
Q4 2019 Feb 14, 2020	SELL	$40.83 - $46.21 $24,906 - $28,188	-610 Reduced 11.75%	4,581 $843,000
Q3 2019 Nov 14, 2019	BUY	$41.69 - $42.7 $11,881 - $12,169	285 Added 5.81%	5,191 $866,000
Q2 2019 Aug 14, 2019	BUY	N/A	649 Added 15.25%	4,906 $806,000
Q1 2019 May 15, 2019	BUY	N/A	108 Added 2.6%	4,257 $677,000
Q4 2018 Feb 14, 2019	BUY	N/A	147 Added 3.67%	4,149 $586,000
Q3 2018 Nov 14, 2018	BUY	N/A	46 Added 1.16%	4,002 $674,000
Q1 2018 May 15, 2018	SELL	N/A	-20 Reduced 0.5%	3,956 $600,000
Q4 2017 Feb 14, 2018	SELL	N/A	-44 Reduced 1.09%	3,976 $634,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,020	4,020 $605,000

Others Institutions Holding ILCB

# of Institutions

178

Shares Held

5.61M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

509K
Shares

$41.3 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$35.5 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$33.5 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$30.2 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$29.5 Million
0.01% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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