Edge Financial Advisors LLC Ishares Morningstar U.S. Equit Transaction History

Edge Financial Advisors LLC

  • $238 Billion
  • Q4 2025

A detailed history of Edge Financial Advisors LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Edge Financial Advisors LLC holds 20,007 shares of ILCB stock, worth $1.86 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
20,007
Previous 17,301 15.64%
Holding current value
$1.86 Million
Previous $1.6 Billion 18.09%
% of portfolio
0.79%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$90.64 - $95.28 $245,271 - $257,827
2,706 Added 15.64%
20,007 $1.89 Billion
Q3 2025

Oct 31, 2025
BUY
$85.66 - $92.67 $1.08 Million - $1.17 Million
12,608 Added 268.66%
17,301 $1.6 Billion
Q2 2025

Jul 23, 2025
BUY
$68.63 - $85.78 $322,080 - $402,565
4,693 New
4,693 $402 Million

Others Institutions Holding ILCB

# of Institutions
198
Shares Held
5.7M
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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