Bergan Kdv Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,222 shares of ILCB stock, worth $113,804. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,222
Previous 1,222 -0.0%
Holding current value
$113,804
Previous $68,000 8.82%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 10, 2021
BUY
$56.68 - $60.74 $51,918 - $55,637
916 Added 299.35%
1,222 $74,000
Q2 2018

Jul 23, 2018
BUY
N/A
306 New
306 $47,000

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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