Wealth Shield Partners, LLC Ishares Morningstar U.S. Equit Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	N/A	-25 Closed	0 $0
Q3 2018 Nov 05, 2018	SELL	N/A	-84 Reduced 77.06%	25 $4,000
Q4 2017 Apr 18, 2018	BUY	N/A	109	109 $17,000

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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