Kingswood Wealth Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,450 shares of ILCB stock, worth $228,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,450
Previous 2,850 14.04%
Holding current value
$228,168
Previous $245 Million 7.38%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$85.66 - $92.67 $34,264 - $37,068
-400 Reduced 14.04%
2,450 $226 Million
Q2 2025

Jul 23, 2025
SELL
$68.63 - $85.78 $85,101 - $106,367
-1,240 Reduced 30.32%
2,850 $245 Million
Q1 2025

Apr 21, 2025
BUY
$76.17 - $85.05 $47,758 - $53,326
627 Added 18.11%
4,090 $316 Million
Q4 2024

Jan 22, 2025
BUY
$78.43 - $84.56 $271,603 - $292,831
3,463 New
3,463 $281 Million

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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