Commonwealth Financial Services, LLC Ishares Morningstar U.S. Equit Transaction History

Commonwealth Financial Services, LLC

$584 Billion
Q3 2025

A detailed history of Commonwealth Financial Services, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 41,490 shares of ILCB stock, worth $3.86 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

41,490

Previous 16,356 153.67%

Holding current value

$3.86 Million

Previous $1.4 Billion 173.31%

% of portfolio

0.66%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$85.66 - $92.67 $2.15 Million - $2.33 Million	25,134 Added 153.67%	41,490 $3.83 Billion
Q2 2025 Jul 25, 2025	BUY	$68.63 - $85.78 $117,288 - $146,598	1,709 Added 11.67%	16,356 $1.4 Billion
Q1 2025 May 09, 2025	BUY	$76.17 - $85.05 $206,725 - $230,825	2,714 Added 22.74%	14,647 $1.13 Billion
Q4 2024 Jan 24, 2025	BUY	$78.43 - $84.56 $143,997 - $155,252	1,836 Added 18.18%	11,933 $969 Million
Q3 2024 Oct 22, 2024	BUY	$71.38 - $79.23 $96,220 - $106,802	1,348 Added 15.41%	10,097 $793 Million

Q2 2024 Aug 13, 2024	BUY	$68.51 - $75.47 $599,393 - $660,287	8,749 New	8,749 $671 Million

Others Institutions Holding ILCB

# of Institutions

194

Shares Held

5.65M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Commonwealth Financial Services, LLC Ishares Morningstar U.S. Equit Transaction History