Capital Analysts, LLC Ishares Morningstar Value ETF Transaction History
Capital Analysts, LLC
- $2.49 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
155Shares Held
8.94MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$74.7 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC759KShares$61.3 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA690KShares$55.7 Million2.91% of portfolio
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Matrix Trust CO689KShares$55.7 Million9.7% of portfolio
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Ubs Group Ag503KShares$40.6 Million0.01% of portfolio