Evanson Asset Management, LLC Ishares Morningstar U.S. Equit Transaction History
Evanson Asset Management, LLC
- $1.57 Billion
- Q3 2025
A detailed history of Evanson Asset Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Evanson Asset Management, LLC holds 2,500 shares of ILCB stock, worth $232,825. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,500
Previous 2,500
-0.0%
Holding current value
$232,825
Previous $214,000
7.94%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
194Shares Held
5.65MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$50.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN515KShares$47.9 Million0.01% of portfolio
-
Exchange Traded Concepts, LLC471KShares$43.9 Million0.42% of portfolio
-
Equitable Holdings, Inc. New York, NY383KShares$35.7 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ249KShares$23.2 Million0.03% of portfolio