Hcr Wealth Advisors Ishares Morningstar U.S. Equit Transaction History
Hcr Wealth Advisors
- $789 Million
- Q4 2024
A detailed history of Hcr Wealth Advisors transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,536 shares of ILCB stock, worth $210,766. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,536
Previous 2,536
-0.0%
Holding current value
$210,766
Previous $200,000
2.5%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$105 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$42.1 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$41.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$41.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$33.7 Million0.01% of portfolio