Aptus Capital Advisors, LLC Ishares Morningstar U.S. Equit Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 370 shares of ILCB stock, worth $31,335. This represents 0.0% of its overall portfolio holdings.

Number of Shares

370

Holding current value

$31,335

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$78.43 - $84.56 $29,019 - $31,287	370 New	370 $30,000

Others Institutions Holding ILCB

# of Institutions

191

Shares Held

7.01M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$107 Million
0.04% of portfolio
Advisor Shares Investments LLC Bethesda, MD

506K
Shares

$42.9 Million
8.19% of portfolio
Morgan Stanley New York, NY

499K
Shares

$42.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

494K
Shares

$41.9 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

406K
Shares

$34.4 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

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Aptus Capital Advisors, LLC Ishares Morningstar U.S. Equit Transaction History