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

Blue Sky Wealth Advisors, LLC

$639 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 13, 2022	BUY	$60.52 - $66.81 $257,088 - $283,808	4,248 New	4,248 $282,000

Others Institutions Holding ILCB

# of Institutions

188

Shares Held

6.74M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$105 Million
0.04% of portfolio
Morgan Stanley New York, NY

509K
Shares

$42.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

494K
Shares

$41.3 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.5 Million
0.01% of portfolio
Equitable Holdings, Inc. New York, NY

394K
Shares

$32.9 Million
0.32% of portfolio

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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